ceos-quarterly-planning

Facilitate EOS quarterly planning by running a structured 6-section agenda that scores outgoing Rocks, reviews 13-week Scorecard trends, and aligns the 1-Year Plan. The session enforces data structures for Rocks, Scorecard metrics, and V/TO alignment.

Align Rocks with the 1-Year Plan by mapping next quarter Rocks directly to established goals. The process scores outgoing Rocks for accountability, reviews Scorecard trends, and uses IDS discussions to ensure new Rocks support the broader vision.

Track Scorecard trends by reviewing 13-week metric data stored in structured weekly files, and manage Issues by processing open items through IDS discussions. This combination keeps the leadership team focused on data-driven accountability and resolution.

Yes, quarterly planning requires specific data files including Rocks directories, weekly Scorecard metrics, vision documents, and open Issues logs. It also uses a quarterly planning template to enforce the 6-section agenda and save final outputs.

This approach is specifically designed for quarterly planning sessions that bridge the gap between weekly L10 meetings and annual planning. It coordinates broader Rock setting and 1-Year Plan alignment rather than weekly tactical issue resolution.

Scoring outgoing Rocks drives accountability and closure for the current quarter before setting new targets. Evaluating Rock completion ensures leadership teams honestly assess execution gaps and carry forward unresolved issues into the next planning cycle.