Establish Recalibration Routines

Build a process for periodic strategic resets after major shifts (e.g. funding, market changes, team growth). Use workshops or async reviews to realign goals, teams, and investments without losing momentum.

Why it's Matters

Even with regular check-ins, some situations require bigger resets. New hires, funding rounds, product pivots — these are inflection points. Having a recalibration playbook helps you pause, realign, and restart without losing momentum.

What You Need to Do

Identify when recalibration is needed (funding, leadership, strategy shifts)
Create a structured method to revisit and revise core plans
Engage key stakeholders across levels for alignment

How to Approach It

Define recalibration triggers: funding, M&A, churn spike, strategic drift
Use 1-2-day offsites or async templates to reset
Re-map goals, roles, resources, and risks
Communicate changes clearly and invite feedback

Deliverables

Recalibration checklist or template
Summary of new priorities or changes
Follow-up cadence to re-align downstream

How to Tell if You Got It Right

Teams re-emerge with clarity and confidence
Strategy resets are intentional, not ad hoc
The org feels re-anchored —not disoriented

What to Watch Out For

Waiting until there’s a problem to realign
Letting “temporary” changes drift into misalignment
Recalibrating without team input or buy-in
Resetting too often and losing strategic continuity