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Meeting Pulse
Meeting Pulse

Rick Pelletier
Fractional Integrator/CFO/COO

@Michelle Mayes61 - clarifying question - what seat(s) do you sit in on the Accountability Chart? I agree with @Dave Lokos62 in regards to the Rocks, you should really only be providing updates on Rocks that relate to the level your meeting with.

Hey @Michelle Mayes57, I've been self-implementing over the last year for two of my companies, ProList and SnailWorks. I have the same sense regarding the Segue, however, in my case everyone else in the meeting is different so I don't mind repeating it--in fact, I've been known to think of a different "best" between meetings! One thing I don't get in your case is your comment on Rock updates. I would assume any Rocks you would have for the Leadership Team would be different from any Rocks you'd have for any other teams. Perhaps you shouldn't be updating Rock... (More)

Philipp Maucher
Director of Engineering as Marketing / Head EOS (Self-)Implementer
Voted for Marry them to the calendar year (December/January)

I'm with preceding comments on this: schedule your annuals in line with your calendar or financial year. We try to do our Annuals in early December of the current year.

On planning, I want to add:

  1. Prepare rigorously. The better the preparation (financial planning, preparation of key metrics / measurables, forecasting), the better the quality of the annual planning. No harm in sharing all information prior the planning meeting.
  2. Plan and align operating cadences. For instance, your financial and sales cadence should be aligned, so your product and marketing cadence. All four calendars then should be snapped together. David Saks... (More)
Voted for Marry them to the calendar year (December/January)

We started implementing last year and hold our quarterlys/annuals in the first week of each quarter because it feels clean, but we aren't sure it's working well yet due to biz-related work at the start of each quarter. Our second choice would be offsetting it by one month (Feb/April/July/Nov).