EOS Quarterly Meeting: Operating In a 90-Day World

Welcome back to the Business Builder newsletter. We're continuing the EOS series, and in today's issue, I'll share my experience with implementing the Quarterly Meeting routine in my business.

Estimated read time: 3 minutes.

The 90-Day World of the EOS Process

As part of that 90-Day World, the leadership or department team spends one full day working on the business in a quarterly meeting.

This meeting provides the team with the opportunity to evaluate performance, refocus, set priorities for the next 90 days, and resolve any issues impeding progress.

The 90-Day World concept is based on the belief that human beings will stumble, get off track, and lose focus approximately every 90 days.

This quarterly Meeting Pulse allows your teams to maintain a practice of stepping outside the business's daily operations to review the previous quarter and strategize about the next 90 days.

The Quarterly Meeting Agenda

Each quarterly meeting agenda includes the same seven basic steps to properly align the team:

1. Segue

   • This is the warm-up, where each person in the meeting shares their expectations for the meeting.

2. Previous Quarter review

   • Team members review key measurables at the company level or department level. If the team didn’t complete at least 80% of the Rocks set in the previous quarter, discuss what worked and what didn’t.

3. Reviewing the vision/traction organizer (V/TO)

   • Teams review the V/TO to refresh their memory about the company vision and to ensure that everyone’s on the same page about the future.

4. Establishing the next quarter’s rocks

   • List all items that must be done this quarter. This priority list should move you closer to the annual goals listed in the V/TO.

5. Tackling key issues

   • Update the Issues List by removing resolved issues, adding new ones, and applying the IDS method for resolution.

6. Discussing the next steps

   • Everyone discusses the next steps, identifying owners of action items or to-dos and necessary communications to the full organization based on the decisions made.

7. Concluding the meeting

   • The meeting is closed by each team member giving personal feedback on whether their expectations were met and a 1-10 effectiveness rating.

In our case, we’ve split the quarterly meeting into two half-day sessions previously, but now for the next quarter, we’re planning to do a full-day session for the first time.

All Hands Meeting

There is also another meeting that happens quarterly called the All Hands Meeting.

In this meeting, the company's leader, like the CEO, will update the wider company. It can be like a town hall meeting where they provide updates to the organization.

I’ll keep sharing how we run these pulse meetings more in-depth as we continue this series next week.

Stay tuned.