• How to run a quarterly offsite

  • Apr 14 2025
  • Duración: 21 m
  • Podcast

How to run a quarterly offsite

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  • Alex breaks down how quarterly offsites are run at his companies & what separates great offsites from royal wastes of time. — Show Notes: (0:00) A note from our sponsor (2:28) Welcome back to Founder’s Journal (4:09) General thoughts on offsites (4:48) Well run vs. unproductive offsite (5:29) Key leadership roles (7:25) Sticking to the program (8:50) Item 1: Check-in (9:30) Item 2: Previous quarter review (10:35) Item 3: Review V/TO (12:01) Item 4: Go through EOS tools (12:28) EOS Tool 1: Organizational check-up (13:16) EOS Tool 2: Accountability chart (13:55) EOS Tool 3: People analyzer (16:10): Item 5: Setting next quarter rocks (16:50): Item 6: Identify, discuss, solve (18:58): Item 7: Next steps (19:18): Item 8: Conclusion — Thanks to our presenting sponsor, Gusto. Head to www.gusto.com/alex — Episode Links: • Visionary vs integrator: https://www.eosworldwide.com/blog/95591-traction-thoughts-integrators-visionaries • Rocks: https://www.eosworldwide.com/blog/managing-quarterly-rocks • Scorecard: https://www.eosworldwide.com/blog/measured-managed#:~:text=The%20Scorecard%20provides%205%E2%80%9315,track%20to%20hit%20its%20goals. • V/TO: hhttps://www.eosworldwide.com/vto-ty • Organizational Check-up: https://organizationalcheckup.com/oc/quiz.php?ucode=anonymous • Accountability chart: https://www.eosworldwide.com/blog/accountability-chart-or-organizational-chart • People Analyzer: https://www.youtube.com/watch?v=1MSVMM6bwCw • GWC: https://www.eosworldwide.com/blog/difference-between-capacity-and-get-it • Making rocks SMART: https://www.eosworldwide.com/blog/tips-writing-smart-rocks • IDS: https://www.eosworldwide.com/implementer-posts/an-eos-implementers-guide-on-how-to-ids-identify-discuss-and-solve Check Out Alex’s Stuff: • storyarb - https://www.storyarb.com/ • growthpair - https://www.growthpair.com/ • CTA - https://www.creatortalentagency.co/ • X - https://x.com/businessbarista • Linkedin - https://www.linkedin.com/in/alex-lieberman/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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