Leadership Quarterly Review Templates

The Leadership Quarterly Review template package supports CHC teams in implementing a structured, data-driven approach to aligning priorities, reviewing performance, and guiding decision-making. Designed for use by PHMI Leads, Coaches, and leadership teams, the materials help organizations prepare for and facilitate productive quarterly review discussions as PHM work evolves.

The package includes an agenda template, slide deck template, facilitator's guide, and meeting checklist to support reflection on data, course correction, and ongoing improvement. Together, these resources are intended to strengthen leadership engagement and support more coordinated, sustainable PHM implementation.