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ceos-quarterly-planning

Align quarterly Rocks with the 1-Year Plan via a six-section agenda.

Updated Apr 12, 2026
Search Tags:#planning#alignment#leadership#facilitation#quarterly-planning#EOS#rock-management
One-click install
npx skills add https://github.com/kevhsunami/EOS --skill ceos-quarterly-planning-kevhsunami
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: ceos-quarterly-planning
Source: https://github.com/kevhsunami/EOS/tree/main/skills/ceos-quarterly-planning
Command: npx skills add https://github.com/kevhsunami/EOS --skill ceos-quarterly-planning-kevhsunami

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Coordinates leadership-team quarterly planning by providing a repeatable framework that scores outgoing Rocks, reviews scorecard trends, checks V/TO alignment, runs IDS, and sets next quarter Rocks, all anchored to the 1-Year Plan.

Core Features & Use Cases

  • Structured six-section agenda for the quarterly planning session: Score Outgoing Rocks, Scorecard Review, V/TO Check, IDS, Set Next Quarter Rocks, and Conclude.
  • Data-driven inputs from data/rocks, data/scorecard, data/vision.md, data/issues/open, and data/accountability.md to guide discussion and decision-making.
  • Generated planning artifacts stored at data/quarterly/YYYY-QN-planning.md, plus prompts to create Rock files (ceos-rocks), update scorecard targets (ceos-scorecard), and log new issues (ceos-ids).

Quick Start

Clone the CEOS repo and run setup.sh to initialize data, then run ceos-quarterly-planning to start a session.

Frequently Asked Questions about ceos-quarterly-planning

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I facilitate quarterly planning and align Rocks with my 1-Year Plan?▼

Quarterly planning for leadership teams involves scoring outgoing Rocks, reviewing scorecard trends, checking V/TO alignment, running IDS, and setting next quarter Rocks using a structured six-section agenda anchored to the 1-Year Plan.

What is the EOS rock-management process for scoring outgoing quarters?▼

The EOS rock-management process scores outgoing Rocks by reviewing scorecard trends, checking V/TO alignment, and running IDS, generating a structured planning file to guide next-quarter Rock setting.

How do I set up data and templates for a quarterly planning session?▼

Set up quarterly planning by cloning the repository, running setup.sh to initialize data, and organizing inputs under data/rocks, data/scorecard, data/vision.md, and data/issues/open.

Does this quarterly planning agenda support V/TO alignment and scorecard reviews?▼

Yes, the quarterly planning agenda includes dedicated sections for V/TO alignment checks and scorecard trend reviews, ensuring Rocks remain anchored to the 1-Year Plan before setting next-quarter targets.

What outputs are generated after running an EOS quarterly planning session?▼

An EOS quarterly planning session generates a planning file at data/quarterly/YYYY-QN-planning.md and prompts to create Rock files, update scorecard targets, and log new issues for execution.

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