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Quarterly Pulsing Sessions
Quarterly Pulsing Sessions
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The QC is not a performance review. It is supposed to be more of a conversation, and is mostly about meeting the employees needs. So, I prepare so that I know what's what, and in the meeting I ask a lot of questions if the employee doesn't have something on their mind. It should be about what do you need to get your job done, what are you struggling with, how can I help. If it ends up being only a "performance review" and feedback session, it's not serving it's intended purpose. Him not sharing his thoughts is OK, because... (More)

Rick Pelletier
Fractional Integrator/CFO/COO

@Tracy Lindbergh, CNP155 - one thing that I've heard of that seems to be working is splitting the quarterly up into different 2 hour segments over a couple of days. Pluses and minuses to it, but from my experience with my current clients, it seems to be working.

Instructions from our EOS Implementer (Gino):

Please read each item, having a virtual session will be different. If we all do the following it will be a great session.

In preparation for the Virtual session:

· Wear solid clothes, no bold stripes.

· Eat before the session so that you are full when we start.

· We will break for 15 minutes around noon for you to grab and/or prepare your lunch and we’ll have a working lunch together.

· Make sure that you are in a room in your home that you have complete silence and no distractions. It... (More)

Tracy Lindbergh, CNP
Executive Assistant, Integrator

An additional data point for consideration of why we choose to hold quarterlies at the beginning of a new quarter is that our leadership team meets with their direct reports to set their personal rocks at the end of a quarter so when they attend the quarterly they have on their radar all the most critical items within their team while setting the institutional rocks for the quarter. We tried it the other way around and our leaders found it more helpful for their teams to inform the quarterly rather than to direct them to focus on what the leadership... (More)