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Quarterly Review Guide

The cadence that turns a one-off engagement into a client capability: standing agenda, the four questions, the maintenance checklist and the anti-patterns.

6 min readFor: Engagement leads and client scorecard ownersStage: Measure

The point is not the quarter's number. It is that the organisation stops re-arguing the definition and starts arguing about the system.

The handover test

By the second review the client presents and we challenge. If we are still presenting at the third, the capability has not transferred — and that is our failure, not theirs.

Standing agenda — 90 minutes

TimeItemNote
0:00Scorecard walkNumbers first, interpretation second
0:20Movement explainedEach material movement mapped to the intervention register or to a confounder
0:35Attribution updateProvenance coverage and audited error rate; repeat the self-selection caveat every quarter
0:45Counter-metric reviewIf any degraded while speed improved, this item takes the rest of the meeting
0:55Maturity re-scoreSame rubric version only
1:05Value model updateRange before point estimate
1:15Next quarter's interventionsPre-registered with expected movement
1:25Risks and asks

The four questions

  1. Did delivery get better against our own baseline — and what did it cost?Speed and counter-metrics together, never separately.
  2. Where is AI helping, where is it not, and how confident are we?With the self-selection caveat and the provenance error rate attached.
  3. Where are we on the J-curve, and what is shortening the trough?Position on the curve is a legitimate quarterly answer.
  4. What is the constraint now?The constraint moves. A quarter that does not name a new one has probably stopped measuring.

Quarterly maintenance

  • Re-run all queries; reconcile one known deployment end to end
  • Provenance hand audit of 30–50 PRs; update the error rate
  • Confounders register updated with the quarter's named events
  • Developer-experience survey re-run (half-yearly is usually right)
  • Intervention register closed out: expected versus observed
  • Definitions unchanged — or history restated and logged
  • Evidence register reviewed: has a cited source published a new edition?
Why that last item matters

DORA's finding on AI and delivery throughput reversed between its 2024 and 2025 reports. A deck quoting the older position is not dated — it is wrong.

Anti-patterns

Anti-patternWhy it is fatalFix
The consultant presentsThe cadence dies when we leaveClient chairs and presents from the second review
Only improvements shownCredibility spends itself onceStanding counter-metric slot
A new metric appears to show progressSilent redefinitionChange control; restate history
Movement attributed to AI by defaultIgnores the register and the confoundersMapping step before attribution
Usage numbers presented as valueThe exact failure the engagement existed to correctKeep adoption in a diagnostic annex