Recently I took a new company through the Accountability Chart exercise. The Accountability chart is the tool that gives structure to our business, allows each member to go into a role that fits his or her God given talent. As we were going through the exercise the assumption was that the owner would go in the Integrator seat.

Business coaches or EOS Implementers™ teach that Quarterly Meetings should follow the same basic process in order to keep leadership teams in proper alignment. Below is the Quarterly Meeting Agenda:

Creating a “90-Day World” for the business that supports the vision and keeps leadership teams on track is critical to long-term success, yet it’s something that many organizations haven’t learned. The 90-Day World concept is based on the belief that human beings will stumble, get off track and lose focus approximately every 90 days. Business coaches and EOS Implementers™ find that it’s common for leadership teams and others to come out of a big meeting feeling accomplished and prepared to complete the next challenges at hand. They have clearly defined goals and responsibilities and have a renewed laser focus on the organization. Fast-forward to 90 days later and business owners begin to notice that the leadership team is starting to wander off track, making it difficult to get on the same page about even the smallest issues. This is a normal cycle in life and in business, but implementing the Quarterly Meeting Pulse can help overcome these challenges and get everyone back on track.

Some leaders and managers have been tempted to deviate from the 5-minute rock review we teach in the weekly Level 10 Meeting™, desiring something more detailed than a simple, on track / off track, report. The concern that team members are inappropriately reporting rocks to be on track when they are not has lead some teams to create elaborate “rock crushing systems” that include breaking rocks down into smaller action steps, plotting those steps out across a timeline, tracking completion of those steps and reporting the progress in weekly meetings.

One of the transformations that happens to companies when they implement EOS is that they create a leadership team that trusts each other. Often, before EOS, company leaders spend lots of time in unnecessary meetings updating each other on commitments they have made to each other or on the progress of the functional group they lead for the company.