How to Power Your Quarterly Meetings with Ninety
Organizations running on EOS® operate in a 90-Day World®. At the end of each quarter, they meet to review the previous quarter and plan for the next. These meetings are intentionally designed to bring alignment and purpose to their teams.
Once per year, the quarterly meeting changes to include annual review and planning.
Read more about annual planning sessions with EOS, powered by Ninety.
Here are the priorities for quarterly sessions:
Alignment on the team/company Vision
Clear plan for the next quarter
Resolve all key Issues
Learn from an EOS Professional Implementer®
Read our blog on EOS quarterly meetings to learn how your company can benefit from perfecting your quarterly meetings.
Preparing for a Quarterly Meeting
Ensure your team's information in Ninety is up to date to prepare for a successful quarterly meeting.
Quarterly Report
To make preparing for your next quarterly meeting easier, download a copy of your team's quarterly report through Ninety's V/TO® tool. Click the graph icon on the far right of the filters bar to instantly generate a PDF of the following information from your team:
Scorecards (weekly, trailing, monthly, quarterly, and annual).
Rocks.
V/TO®.
SWOT Analysis.
Accountability Chart.
V/TO®
As we wrote in the quarterly meetings blog, we review the V/TO® during the quarterly session to “refresh our active memory of our vision and make sure we’re still on the same page.”
Take this time to align on your Vision, update the areas to keep it current, and address any questions from your team.
Note: We'll automatically archive a copy of your team's V/TO® when you start your annual session.
Rocks
Rocks are quarterly goals. Here’s how EOS® describes them:
“A Rock is one of the three to seven most important things you must get done in the next 90 days.”
Turning your largest goals into smaller pieces gives your team the capacity to complete their portion of the work and keeps them motivated by achieving small wins every single quarter.
Issues
During your quarterly meeting, you'll review both short and long-term Issues. Ensure the Issues you've identified are clearly documented so discussions can start quickly and lead to solutions effectively.
Short-term Issues are the problems, obstacles, ideas, or opportunities to discuss and solve weekly as a team.
Long-term Issues are Issues that you may not have time to discuss during a typical Level 10 Meeting™ or are obstacles/ideas your team couldn't take on during the previous quarter.
Accountability Chart®
Examining your Accountability Chart® before a quarterly meeting gives you and your team the opportunity to identify Issues related to any structural changes needed, including potential new Seats opening in the next several months.
How to Start a Quarterly Meeting in Ninety
To start your annual planning session:
Click Meetings from the left navigation.
Choose the correct team from the dropdown.
Click Start Meeting.
Select Quarterly Session.
Your team members can quickly join the meeting by clicking Meetings > Join Meeting.
Quarterly Meeting Agenda
The following agenda is pre-built in your Ninety account as “Quarterly Session.”
Objectives — 5 minutes.
Check-In — 15 minutes.
Review Prior Quarter — 30 minutes.
V/TO® — 60 minutes.
EOS Tools — 60 minutes.
Rocks — 120 minutes.
IDS® — 180 minutes.
Next Steps — 7 minutes.
Conclude — 8 minutes.
Learn how to modify agendas or create a new one here.