Template No.: T294 Template Title: HSWAGATA Five-Year Strategy Mid-Term Review Form
THE HSWAGATA BUDDHA TOOTH RELIC PRESERVATION MUSEUM
FOR INTERNAL USE ONLY
Template No.: T294
Template Title: HSWAGATA Five-Year Strategy Mid-Term Review Form
Related Research Case IDs / Cluster: _______
Linked Templates / Policies: _______________
Date of form: ____ / ____ / ______
Prepared by / Role: _______________________
Office / Unit: ____________________________
Country / Location: _______________________
Confidentiality Level:
Internal only [ ] Restricted [ ] Sacred-Restricted / Sensitive
Use of this form (tick):
New case / action [ ] Follow-up [ ] Annual review [ ] Archive only
T294 – HSWAGATA Five-Year Strategy Mid-Term Review Form
Purpose:
Use this form at the mid-point of the Five-Year Strategy to check progress, understand what has changed, and adjust the strategy calmly and clearly.
When to use:
Mid-term year (example: Year 2–3 of 5)
When there is a major change (risk, finance, leadership, security, law, community)
A) Strategy information
Strategy title: _______________________________________________
Strategy period: ____ / ____ / ______ to ____ / ____ / ______
Mid-term review point (tick): Year 2 [ ] Year 3 [ ] Other: ______
Department(s) covered: All museum [ ] Selected [ ] If selected, list: __________________
Review lead (name/role): _______________________________________
Review team members (roles only): _______________________________
Consultation done (tick): Staff [ ] Monastic advisors [ ] Board [ ] Community [ ] Donors [ ] Partners [ ]
B) Summary status (one page)
Tick one overall status:
On track [ ] Mostly on track [ ] Mixed [ ] Off track [ ]
Main reason (2–4 lines):
Top 3 achievements so far:
____________________________ 2) ____________________________ 3) ____________________________
Top 3 concerns / gaps:
____________________________ 2) ____________________________ 3) ____________________________
C) Goals review (goals + progress)
List the official strategy goals and record progress.
Progress key (tick one for each goal):
Green = on track [ ] Amber = some delay [ ] Red = off track [ ] Not started [ ]
| Strategy goal (from plan) | Baseline (if any) | Target by Year 5 | Mid-term progress (facts) | Status (G/A/R) | Evidence (report/minutes/log) | Issues / reasons |
|---|---|---|---|---|---|---|
| 1) | ||||||
| 2) | ||||||
| 3) | ||||||
| 4) | ||||||
| 5) | ||||||
| 6) |
(Add rows as needed.)
D) Changed context (what is different now?)
Tick and write short notes. Focus on facts and impact.
D1) External context
Law/regulation change [ ] Note: _______________________________________
Political / security situation change [ ] Note: ___________________________
Economy / donor climate change [ ] Note: _______________________________
Community relations change (trust, conflict, rumours) [ ] Note: ____________
Technology / misinformation change [ ] Note: ____________________________
Climate / disaster risk change [ ] Note: ________________________________
Heritage sector change (new standards, new risks) [ ] Note: _______________
Other: __________________ [ ] Note: _________________________________
D2) Internal context
Leadership change [ ] Note: ___________________________________________
Staff capacity change (turnover, skills) [ ] Note: ________________________
Facility/equipment change (rooms, AC, security) [ ] Note: ________________
Budget change [ ] Note: ______________________________________________
Partner/MoU change [ ] Note: _________________________________________
Major incidents/crises in this period [ ] Note: __________________________
Other: __________________ [ ] Note: _________________________________
Biggest context change (1–3 lines):
How it affects relic protection and public trust (1–3 lines):
E) Risks and opportunities (mid-term)
E1) Risk register (top items)
| Risk (short) | Area (people/relics/finance/reputation/security) | Likelihood (L/M/H) | Impact (L/M/H) | Current controls | Needed improvement |
|---|---|---|---|---|---|
| 1) | |||||
| 2) | |||||
| 3) | |||||
| 4) |
E2) Opportunities (what we can use)
F) Strategy adjustments (strategy adjustments)
Rule: Adjustments must be written, realistic, and assigned to an owner with dates.
F1) What stays the same (core mission items)
List 3–5 items that must not change:
F2) What changes (adjustments)
| Goal / area | Adjustment (what will change) | Why (link to context change) | Owner (role/unit) | Start date | Deadline | Success sign (simple) |
|---|---|---|---|---|---|---|
F3) Budget and resource impact
Will this adjustment change budget needs? Yes [ ] No [ ]
If yes, summary: _______________________________________________Staffing/training needs (short): _________________________________
Facility/equipment needs (short): ________________________________
G) Communication and approval plan
Who must be informed about adjustments? (tick)
Staff [ ] Volunteers [ ] Board [ ] Monastic advisors [ ] Donors [ ] Partners [ ] Public (if needed) [ ]Communication method: Email [ ] Meeting [ ] Memo [ ] Training [ ] Other: ______
Key message (2–3 simple sentences):
H) Next review schedule
Next check-in date (3–6 months): ____ / ____ / ______
Next annual review date: ____ / ____ / ______
Final strategy end-term evaluation date: ____ / ____ / ______
I) Sign-off and archive
Prepared by: _______________________ Signature: ______________ Date: ____ / ____ / ______
Reviewed by (Dept Head / Committee): __________________ Signature: ______________ Date: ____ / ____ / ______
Approved by (ED/Board): ______________________________ Signature: ______________ Date: ____ / ____ / ______
Archive
File code: _______________________
Digital folder path: __________________________________________
Linked evidence list attached: Yes [ ] No [ ]