Founder's Journal How to run a quarterly offsite
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Apr 14, 2025 Discover the secrets to successful quarterly offsites that can transform your business. Learn how to structure your meetings for maximum productivity and avoid common pitfalls. Explore the critical roles of leadership and the importance of sticking to an agenda. Gain insights into effective tools like the organizational check-up and accountability chart. Plus, master the art of setting 90-day goals and aligning next steps with your team. Elevate your offsite game and achieve significant outcomes!
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Offsite Importance
- A quarterly offsite is a high-stakes meeting, impacting your business's financial performance and team accessibility.
- A successful offsite can unlock significant value or lead to wasted time and resources.
StoryArb Offsite Success
- Alex Lieberman's last StoryArb offsite led to a shift in their offerings and processes.
- This change resulted in seven figures in new revenue, demonstrating a successful offsite's impact.
Ideal Offsite Attendees
- Limit your leadership team and offsite attendees to 3-7 people to avoid leadership bloat.
- Ensure all major business functions (visionary, integrator, marketing/sales, operations, admin/finance) are represented.