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).
Annual Planning Sessions34 followers5 questions0 posts
34 followers
5 questions
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This is the first anniversary of our implementation, so our first annual meeting. It was supposed to be yesterday, but our heads were not in the right place with a COVID staffing situation that we had to address. We have 9-10 people in our office, 4 on the leadership team, and were planning one full day, not two.
It's been rescheduled, and we'll see if one day is enough??? We are just over 50% implemented and have a long way to go. But, as another person mentioned, whatever works for you in regards to when you schedule your annual I... (More)
Calendar year works for us because we operator on a calendar year. If we operated on a fiscal year, I'd schedule the annual meeting after the close of the FY.
We started our EOS journey around the start of COVID but decided to have our annual this month to put 2020 behind us.