Prompt

We are preparing for our quarterly strategy review. Generate a comprehensive list of insightful questions to discuss during the review meeting. These questions should help us reflect on the last quarter and plan for the next one, covering areas such as:

• Performance & ROI: e.g., “Which initiatives delivered the highest ROI or growth, and why?” or “Did we meet our key OKRs and what were the drivers or blockers?”

• Financial Health: e.g., “How did our revenue and expenses compare to projections? What does the ROI look like for major expenditures?”

• Market & Competition: e.g., “What changes in the market or competitive landscape occurred, and how might they affect our strategy?”

• Customer & Product: e.g., “What feedback or customer metrics (acquisition, retention, satisfaction) emerged? How do our product/service offerings need to adapt?”

• Strategy & Priorities: e.g., “Are our current strategies yielding results? Which priorities or goals should we adjust for the next quarter for better outcomes (especially monetization or growth)?”

Organize the questions by theme if helpful. Aim for a list of 10-15 questions total, ensuring a mix that prompts analysis of past performance and forward-looking planning.

How to Use

1. Consider Your Focus Areas: Think about any specific topics you definitely want to cover in the review. The prompt already lists common themes (performance, finance, market, etc.), but if something unique happened (like a major project launch or crisis), you might mention it. For example, you could add “(Include questions about the new product launch outcomes)” in the prompt to make sure those come up.

2. Run the Prompt: The AI will generate a list of questions, likely grouped by the suggested themes or in a logical order. You should see questions that ask the team to evaluate last quarter’s results (e.g., sales growth, ROI on key projects, progress on OKRs) and questions that guide planning (e.g., which strategies to double down on, which to pivot or stop, what new opportunities to pursue).

3. Review the Questions: Check that the questions align with your business and the way your team discusses things. They are meant to spark thoughtful discussion. For instance, a question like “How did our customer acquisition cost (CAC) trend over the quarter and how did it impact our ROI?” ties performance to monetization clearly. If any question feels irrelevant, you can drop it; if some important angle is missing (perhaps something about team morale or process efficiency if those are important), you can add a question for that.

4. Customize Wording: Feel free to reword the questions to fit your company’s terminology or reference specific metrics and projects. The AI provides a general template — for example, it might say “What were our wins and losses this quarter?” You could refine that to “What were our biggest wins (e.g., Project X successful release) and losses (e.g., lost Client Y) this quarter, and what can we learn from them?” This makes the question more concrete for your team.

5. Use in the Meeting: During the strategy review, use these questions to guide the agenda. You might even share the list with team members beforehand so they can prepare answers or data (for instance, finance can be ready to speak to ROI and revenue questions, product team to customer feedback questions, etc.). The goal is to ensure a holistic review — looking at performance metrics, financials, market context, and strategy adjustments. By the end, you should have a clear understanding of how the last quarter went and have agreed on any course corrections or new initiatives for the next quarter.