Session: Quarterly

EOS Quarterly Session Guide and Implementation

I. Overview:

This document outlines the Entrepreneurial Operating System (EOS) Quarterly Session, a structured process designed to help leadership teams clarify their vision, create a concrete plan for the upcoming quarter, and resolve critical issues. The Quarterly Session is positioned as a key component of executing the overall EOS framework. It's a transition from the initial implementation phase (Focus Day, Vision Building Days) to a phase of consistent execution and accountability. As the audio excerpt stated, those initial sessions were "laying the foundation... implementing EOS...about teaching and implementation," while the quarterly sessions are "all about execution, about creating a 90-day world."

II. Core Themes & Objectives:

• Vision Alignment: Ensuring all members of the leadership team are "100% on the same page" with the company's vision, as defined by the V/TO® (Vision/Traction Organizer). The document stresses the importance of "rowing in the same direction."
• Quarterly Planning & Prioritization: Establishing clear, measurable goals ("Rocks") for the next 90 days, both for the company as a whole and for individual team members. These Rocks are derived from the 1-Year Plan, previous quarter's results, and the Issues List.
• Issue Resolution (IDS®): Systematically identifying, discussing, and solving key issues that could impede progress. The IDS process is a core element of the session, consuming a significant portion of the allocated time.
• Accountability & Execution: Creating a culture of accountability by reviewing prior quarter's performance, tracking progress on Rocks, and assigning ownership for action items. The emphasis is on creating a "90-Day World" where short-term goals are clearly defined and consistently pursued.
• Continuous Improvement: Regularly reviewing and refining EOS tools and processes to strengthen the "Six Key Components®" of the business (Vision, People, Data, Issues, Process, Traction). This is achieved through the "EOS Tools" segment of the agenda, which involves teaching or revisiting specific tools from the "EOS Toolbox™."

III. Key Session Components and Agenda:

The session follows a structured agenda, as highlighted in both the guide and audio:

1. Check-In (15 minutes):

• Objectives: "Start with positive reports. Identify issues. Make sure expectations are clear and achievable."
• Process: Each participant answers three questions: Bests (personal and business), Update (what's working/not working), and Expectations for the session.
• Key Takeaway: Important for the Implementer to "immerse ourselves in what's been going on" and to "capturing issues."

1. Review Prior Quarter (30 minutes):

• Objectives: "Look back. Get completion percentage. Make sure everyone is on the same page with the previous quarter’s results."
• Process: Review of Rock Sheet (revenue, profit, measurable, Company Rocks, Individual Rocks), compute % completion, lessons learned, and grading the quarter.
• Key Takeaway: Aims to build "ability to plan and predict well" and drive accountability. Goal is 80% or better completion.

1. V/TO® Review (1 hour):

• Objectives: "Look forward. Make sure everyone is on the same page. Remind everyone of the greater good."
• Process: Review each section of the V/TO® (Core Values, Core Focus, 10-Year Target, Marketing Strategy, 3-Year Picture, 1-Year Plan, Rocks, Issues List). Includes a "one-minute dissertation" on each section to reinforce its importance. Key question is always: "Are we 100% on the same page?"
• Key Takeaway: Essential for aligning the leadership team and ensuring everyone is "rowing in the same direction." Addresses potential people issues by specifically asking about Core Values and GWC (Get it, Want it, Capacity to do it).

1. EOS® Tools (1 hour):

• Objectives: "Show them progress. Show them the big picture. Get them back to the basics. Learn and implement all Toolbox tools. Smoke out all issues."
• Process: Varies depending on the client's stage in EOS implementation. In the first quarterly, this involves "Pulling It All Together" (reviewing the Six Key Components® and assessing progress) and a Toolbox Review (identifying which tools are known/used and prioritizing those that need to be learned). In subsequent quarterlies, this is used for teaching specific tools from the "EOS Toolbox™."
• Key Takeaway: Focuses on strengthening the Six Key Components® and equipping the leaders