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MONITOR, REVIEW REPORT - tactical and strategic review - MRR2
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Key Questions
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‘Are we achieving our vision for sustainable development?’
‘Are our tactical and strategic approaches improving our performance and enhancing capital?’
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Alignment with principles
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Organisations should ensure that:
| The frequency and depth of strategic and tactical review processes allow for the identification of any situations or issues that are likely to lead to deviations from the stated vision, mission, operating principles and policies. |
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When
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Typically an annual review based on the operating year of the organisation but may be more frequent at the beginning of the organisation’s sustainability journey.
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Who
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Project Champions, Board Members and Senior Management Team, Implementation Team, Independent Audit Team.
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Frequency of reviews
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Key activities
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| Agreeing the frequency of reviews required and who needs to participate in them |
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Outcomes & outputs
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Review schedule and list of participants, including contact details |
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Review process
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Key activities
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| Reviewing strategies and tactical plans to assess their effectiveness and ability to deliver against the organisation's vision for sustainable development |
| Reviewing audit/assurance findings and recommendations |
| Assessing any changes in stakeholder priorities and their implications for the organisation's vision, activities, processes, products and services |
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Suggested resources
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Outcomes & outputs
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Documented review process |
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Strategic and tactical review report and communications strategy |
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Recommendations, change process and communication
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Key activities
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| Making recommendations to the next round of the organisation's Strategic and Tactical Planning processes |
| Making immediate amendments to Strategic and Tactical Plans to take account of changing circumstances and priorities (as appropriate) |
| Communicating the findings and recommendations from reviews to all relevant personnel |
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Outcomes & outputs
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| Implementation of communications programme, including mechanisms for handling feedback |
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Key Issues
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Useful documents:
| Useful documents: |
| Findings and recommendations from internal and external audit/assurance activities |
| Initial performance review report/compliance report/actions, impacts and outcomes report/governance reviews |
| Strategic and tactical plans and related performance indicators and measures |
| Findings from stakeholder engagement activities |
Real-world tips:
| The review process should result in clearly communicated findings, which should form the basis for the next round of Strategic and Tactical planning. |
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