What exactly triggers moving from monthly to quarterly reviews?

Cadence changes should ride on how quickly signals move between review cycles. Monitor the three signals you already track—discovery, retrieval, and referrals—looking for sustained movement over two consecutive cycles. A big, lasting uptick or drop is a cue to review more often; a stable, small drift or oscillation can justify stepping back to less frequent reviews. If the signals stay flat, you could stay with a quarterly rhythm. If you see a clear shift due to a major update to the Digital Twin or a new public Q&A added, consider reverting to monthly until the ground settles. The key is to keep definitions identical across reviews and to document why you changed cadence. Practical steps: document thresholds in the team playbook; run the same Scan/Build/Publish checks; compare the same metrics over time; treat every signal as evidence, not a guarantee of outcomes. This approach helps you keep momentum without over-promising.