Founder's Journal How to Crush a Quarterly Offsite
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Jun 16, 2025 Discover the secrets to mastering quarterly offsite meetings for your business! Learn how to evaluate performance and strategize for the future with a structured agenda. The host shares insights on the Entrepreneurial Operating System, emphasizing team alignment and collective growth. Get ready to crush those meetings and set your team up for success!
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Value of Quarterly Offsites
- Quarterly offsites are a powerful tool for reflection, alignment, and motivation in a business.
- Hold them in person if possible and follow breaks to maintain focus, especially if virtual.
Review Last Quarter's Goals
- Review previous quarter's goals and performance by analyzing rocks and scorecard metrics.
- Address missed goals to derive learnings and adjust next quarter's objectives accordingly.
Revisit Long-Term Vision
- Regularly revisit your long-term business vision to guide quarterly goal setting.
- Use tools like the VTO to align core values, focus, marketing strategy, and long-term goals.