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How to run a strategy review

Short answer: Open Reviews → New review, choose Strategy review, the strategy, the date and the people, and choose Create review. Hold it from the Position prepared from live data, record the minutes and a decision for each matter with its actions, then choose Complete the review.

Verified for PVology 0.49.0 · updated 2026-10-10

When to use this

It is time to ask whether the strategy still holds: on its review date, after an invalid critical assumption or a governance request.

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