ATLAS's Quarterly KM Review Framework

The quarterly KM review is the mechanism that keeps knowledge management accountable to business outcomes rather than activity metrics. It is a structured executive briefing — not an operational status update, not a metrics dump — that answers three questions: Did the knowledge system deliver the value we said it would this quarter? What is the highest-value improvement opportunity for next quarter? What investment is required, and what is the expected return? Thirty minutes. Three questions. Defensible answers. That is the format.

1. Section 1: Value Delivered This Quarter (10 min) Report the three most significant measurable outcomes the knowledge system delivered: time savings quantified, error rates reduced, onboarding accelerated, risk events avoided. Use before/after comparisons where available. Use specific incidents where before/after data is not available. Close with the quarterly ROI calculation: total value delivered vs. quarterly investment cost. This section answers: did the investment pay off?
2. Section 2: State of the System (10 min) Report the knowledge health score and each dimension score. Report the top three knowledge gap areas by frequency and impact. Report integration health: uptime, freshness, and any active incidents or remediation items. This section is factual and brief — it establishes the current state without dwelling on it. The purpose is baseline, not analysis.
3. Section 3: Next Quarter Investment Case (10 min) Identify the single highest-value improvement for next quarter: the knowledge gap that, if closed, would produce the largest measurable value, or the integration improvement that would unlock the highest-usage use case, or the content quality initiative that addresses the highest-impact retrieval failure. State the required investment, the implementation timeline, and the specific expected outcome. Close with a decision request: "To achieve [outcome] by [date], we need [investment]. Do you approve?"
4. The Decision Record Every quarterly review produces a decision record: the commitments made, the approvals granted, and the metrics that will validate those commitments by the next review. The decision record is circulated within 48 hours. It is the input to the following quarter's Section 1. The improvement commitment made in Q3 is the value delivered in Q4.

# Quarterly Knowledge Management Review — Q[N] [Year]
Presenter: [Name] | Audience: [Executive names] | Duration: 30 min

---

## Section 1: Value Delivered This Quarter (10 min)

### Top 3 Outcomes
1. **[Outcome 1]**: [Specific metric] improved from [before] to [after].
   Business value: [dollars or risk avoidance calculation].
   Evidence: [link to before/after study or incident log].

2. **[Outcome 2]**: [Specific metric improved].
   Business value: [calculation].

3. **[Outcome 3]**: [Specific metric improved].
   Business value: [calculation].

### Quarterly ROI
- Total value delivered: $[X]
- Quarterly KM investment: $[Y]
- Quarter ROI: [X/Y - 1 × 100]%
- YTD ROI: [cumulative calculation]

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## Section 2: State of the System (10 min)

### Knowledge Health Score
| Dimension | Score | Change vs Last Quarter |
|-----------|-------|----------------------|
| Coverage | [X]/25 | [+/-N] |
| Quality | [X]/25 | [+/-N] |
| Freshness | [X]/25 | [+/-N] |
| Adoption | [X]/25 | [+/-N] |
| **Total** | **[X]/100** | **[+/-N]** |

### Top Knowledge Gaps (by frequency × impact)
1. [Gap area] — [N queries/month, $X estimated impact per gap]
2. [Gap area] — [details]
3. [Gap area] — [details]

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## Section 3: Next Quarter Investment Case (10 min)

### Recommended Investment: [Specific initiative]
**Problem**: [What gap or failure mode this addresses]
**Investment required**: [Hours, dollars, personnel]
**Timeline**: [Implementation milestones]
**Expected outcome**: [Specific metric target with measurement method]
**Decision request**: To achieve [outcome] by [date], we need [approval/budget].

---

## Decision Record
- [ ] Q[N+1] initiative approved: [Initiative name] — [investment]
- [ ] Metric target agreed: [metric] reaches [target] by [date]
- [ ] Owner confirmed: [Name] owns delivery
- [ ] Next review: [Date]