Glossary
Compartmentalizing
Compartmentalizing means putting each issue in the meeting where it belongs, so a strategic question raised on a Tuesday waits for the quarterly. There are three places to put things: the weekly list, the departmental list and the long-term list on the V/TO®. The skill is deciding quickly and then leaving it there.
01
What compartmentalizing looks like in a meeting
The habit is taught early, because without it a Level 10 Meeting™ is impossible to finish on time. When somebody asks whether the company should open a second location, the right answer in a weekly meeting is to move it to the long-term list. EOS® treats that as a real decision rather than a dodge, since the quarterly exists for that list.
Ninety-minute meetings die when a large question arrives at minute forty. The team either rushes a decision that deserved a day, or spends the hour on it and leaves eight small things unsolved. Sorting by which meeting owns an issue protects both, and it makes people readier to raise big questions because they no longer derail anything.
Worked example: During a weekly meeting at a staffing firm the finance lead asked whether they should stop serving hospitality clients. It was a fair question and completely wrong for a Wednesday. It went to the long-term list, came up at the quarterly with margin figures attached, and took three hours to settle properly with everybody prepared.
Sources: Traction, Gino Wickman, chapter on Issues; Get a Grip, Gino Wickman and Mike Paton
Issues List
The Issues List is where a team writes down every problem, stuck decision and half-formed idea, so they get solved in order instead of raised twice.
02IDS®
IDS stands for identify, discuss, solve, the three-step routine EOS uses to close a problem in the meeting rather than discussing it again next week.
03Quarterly Session
A quarterly session is a full day away from the business, where the leadership team reviews the last ninety days and sets the next Rocks.
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