A Guide to Effective Quarterly Offsite Meetings

Alex breaks down how quarterly offsites are run at his companies & what separates great offsites from royal wastes of time. 

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Show Notes:

(0:00) A note from our sponsor

(2:28) Welcome back to Founder’s Journal

(4:09) General thoughts on offsites

(4:48) Well run vs. unproductive offsite 

(5:29) Key leadership roles 

(7:25) Sticking to the program 

(8:50) Item 1: Check-in

(9:30) Item 2: Previous quarter review

(10:35) Item 3: Review V/TO

(12:01) Item 4: Go through EOS tools

(12:28) EOS Tool 1: Organizational check-up

(13:16) EOS Tool 2: Accountability chart

(13:55) EOS Tool 3: People analyzer

(16:10): Item 5: Setting next quarter rocks

(16:50): Item 6: Identify, discuss, solve

(18:58): Item 7: Next steps

(19:18): Item 8: Conclusion

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Thanks to our presenting sponsor, Gusto. Head to www.gusto.com/alex

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Episode Links:

• Visionary vs integrator: https://www.eosworldwide.com/blog/95591-traction-thoughts-integrators-visionaries 

• Rocks: https://www.eosworldwide.com/blog/managing-quarterly-rocks 

• Scorecard: https://www.eosworldwide.com/blog/measured-managed#:~:text=The%20Scorecard%20provides%205%E2%80%9315,track%20to%20hit%20its%20goals.

• V/TO: hhttps://www.eosworldwide.com/vto-ty 

• Organizational Check-up: https://organizationalcheckup.com/oc/quiz.php?ucode=anonymous 

• Accountability chart: https://www.eosworldwide.com/blog/accountability-chart-or-organizational-chart 

• People Analyzer: https://www.youtube.com/watch?v=1MSVMM6bwCw 

• GWC: https://www.eosworldwide.com/blog/difference-between-capacity-and-get-it

• Making rocks SMART: https://www.eosworldwide.com/blog/tips-writing-smart-rocks 

• IDS: https://www.eosworldwide.com/implementer-posts/an-eos-implementers-guide-on-how-to-ids-identify-discuss-and-solve

Check Out Alex’s Stuff:

• storyarb - https://www.storyarb.com/

• growthpair - https://www.growthpair.com/

• CTA - https://www.creatortalentagency.co/

• X - https://x.com/businessbarista

• Linkedin - https://www.linkedin.com/in/alex-lieberman/

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