Founder's Journal

How to Crush a Quarterly Offsite

Dec 25, 2023

Learn how to crush a quarterly offsite meeting with a 7-step process, including reflection, goal-setting, and strengthening relationships. Discover the structure and steps involved, such as reviewing previous quarter goals, tackling key issues, prioritizing, and creating action items.

15:44

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Quick takeaways

Quarterly off-sites provide an opportunity for reflection, deep thinking, and goal setting for business growth.

The Entrepreneurial Operating System (EOS) offers a framework for setting clear goals, addressing issues, and tracking progress in quarterly meetings.

Deep dives

The Power of Quarterly Off-Sites

Quarterly off-sites are often seen as mundane corporate events, but they can be incredibly valuable for business growth, especially in the early stages. They provide an opportunity for reflection, deep thinking, and intellectual stimulation with trusted colleagues. The host shares the run of show used in their recent off-site, including templates available to listeners. By dedicating a full day to these off-sites, leaders can review past goals, revise long-term plans, address key issues, and establish new goals for the upcoming quarter. The session concludes with personal reflections and action items for participants.

Introduction

3min

Running a Quarterly Off-site Meeting for Leadership Teams

2min

Steps for Conducting a Quarterly Offsite Meeting

4min

Tackling Key Issues and Setting Goals

5min

Episode 85: In this episode of Founder’s Journal, I teach you how to crush a quarterly meeting. I take you through the 7-step meeting process I use (thanks EOS) and share specific examples from storyarb’s recent offsite using this process.

V/TO: https://www.eosworldwide.com/blog/whats-in-your-v-to

Rocks 101: https://www.eosworldwide.com/blog/creating-the-best-rocks

Send us an email and let us know what you think of the idea! foundersjournal@morningbrew.com

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