Want to read all of our Meetings Best Practices?

Below we have some quick tips, but please get more detail through the link above.

Remote, in-person or combined team sessions

Tip 1 - Have one facilitator and one scribe. We have seen clients be successful when they have one person leading the meeting, and another person running the Ninety.io meeting mode.

Tip 2 - Screen-share Ninety when bringing remote teams together.

  • Get the meeting started using your favorite video conferencing software. Zoom, GoToMeeting, Google Hangouts, Microsoft Teams all work well!
  • Have the person running the meeting in Ninety.io share their screen to move to the different sections, create items and other in-app actions.

Tip 3 - Use audio visuals when you're meeting as a team in person.

  • In your conference room or meeting space, share Ninety.io on a screen monitor so everyone can see and follow the agenda together.

Customizing any Meeting Agenda

Customize any meeting agenda, and more details of how found in this dedicated help article.

Quarterly Meetings

  • Completing the Quarter's Rocks: Incomplete Rocks should be collected on your Long Term Issues list. That way you can review all of them together and determine what needs to be a priority for next quarter. Long Term Issues is also where potential Rocks for future quarters should live.
  • EOS Tools™: Implementers and coaches typically take their teams through the appropriate tool for the given team quarter to quarter. A description of EOS Tools is here!
  • What EOS Tool do you cover next? If you are self-implementing, you may be wondering what tool to cover next. Explain where you are in your EOS Journey to the community, and let experienced others help guide you.

Annual Planning Days 1 and 2

  • Team Health: Looking for help on deciding what your team should do? View some great suggestions here, or ask more questions to the EOS Community!
  • One Thing: If completing the "One Thing" exercise as a part of Team Health, add a headline called "One Thing Check In", add everyone's details so you can check in weekly/monthly.
  • Organizational Checkup: Don't forget to have each team member fill out the organizational checkup BEFORE the meeting. Complete it here, and enter the final scores on the Quarterly Scorecard.
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