Quarterly Session

The day opens with last quarter's Rocks marked done or not done, with no partial credit, then works through the V/TO page by page. The long-term Issues List gets IDS®, often for two or three hours, and the day ends with the next set of Rocks. Most teams also spend the first hour on how the team itself is working.

A quarter is roughly how long a group of people stays focused before drift sets in, which is the argument behind the ninety-day cycle. The session is where the drift gets caught. It is also the only meeting in the calendar with enough room to settle a question that has been sitting on the long-term list since March.

Worked example: A distributor came into its third quarterly with two of five Rocks done. The review was short and blunt. Both misses had the same owner, and both had been off track since week three without ever reaching the Issues List. The team changed how an off-track Rock gets escalated, and the next quarter finished four of five.

Sources: Traction, Gino Wickman, chapter on the Meeting Pulse; eosworldwide.com/eos-process