Check-in

Purpose — transition the team from working in the business to working on the business.

Go around the room. Have each person share:

• Best personal and business news
• What's working and what's not working
• Their expectations for the session

Start with positive reports, surface issues, and confirm expectations are clear and achievable. Listen for Issues — don't solve them here. Add them to the Issues List as they come up.

In Ninety

Capture every "what's not working" and any unresolved expectation straight into the Issues tool.

Review Prior Quarter

Purpose — look back, learn, and move on.

1. Review revenue, profit, and key measurables goal vs. actual resuts.
2. Review Company Rocks first, then Individual Rocks.
3. Mark each Rock Done or Not Done — in EOS, 95% done is Not Done.
4. View the Rock completion percentage. The goal is 80% or better.
5. Ask for lessons learned, thoughts, concerns, and confessions.
6. Grade the quarter so you know whether the team sees it the same way.

The point is to look back, get the completion percentage, and make sure everyone is on the same page about last quarter's results. Don't debate every Rock.

In Ninety

Use completed Rock data, Scorecard history to review the quarter. Capture lessons and unresolved friction as Issues.

V/TO® Review

Purpose — get 100% on the same page with the vision.

Walk the V/TO® one section at a time. At each, ask: "Are we 100% on the same page?" Challenge where needed. Don't rewrite it unless the team truly must solve something today.

• Core Values — still who we are? Hiring, firing, reviewing, and rewarding by them?
• Core Focus — are we staying in our sweet spot?
• 10-Year Target — is it still right?
• Marketing Strategy — clear on Target Market, 3 Uniques, Proven Process, and Guarantee?
• 3-Year Picture — does everyone still see it, want it, and believe it?
• 1-Year Plan — are we on track?

Look forward, remind everyone of the greater good, and keep adding to the Issues List as items surface. Rocks are reviewed in detail later.

In Ninety

Display the V/TO® on screen and route any disagreement, lack of clarity, or incomplete work to the Issues List.

Establish Rocks

Purpose — create the 90-Day World®.

Set the three to seven most important things that must get done in the next 90 days for the company and each leader.

1. You just reviewed the 1-Year Plan and last quarter's Rocks, so you have the context.
2. Ask: "What are the 3–7 most important things that must get done this quarter?"
3. List all proposed Rocks, then Keep, Kill, or Combine down to 1–7 per person.
4. Pick the future date (the next Quarterly Planning Session) and set revenue, profit, and measurable goals for it.
5. Write each Rock with a breif outcome statement and owner. Homework will be to make them SMART and add milestones.
6. Choose which Rocks are Company Rocks - the most important to get done and share with the company.
7. Anything that doesn't become a Rock goes to the Issues List.

In Ninety

Enter Company and Individual Rocks live. Assign owners and due dates before you leave the section — don't leave "draft Rocks" hanging.

IDS® Key Issues

Purpose — solve anything that can impede progress in the next 90 days.

This gets the largest time block. Prioritize the Issues List, start at the top, and run IDS® purely:

1. Identify — get to the real Issue beneath the symptom.
2. Discuss — say everything once; stay open and honest.
3. Solve — decide, create To-Dos if needed, and move on.

Don't drift into updates, reporting, or circular discussion. If an Issue is really a Rock, capture it as a Rock. If it needs a next step, make it a To-Do.

In Ninety

Prioritize the Issues List, run IDS® from the top, create To-Dos directly from solved Issues, and close each Issue when it's solved.

Next Steps

Purpose — lock down execution before leaving.

1. Each person gets a To-Do to make their Rocks SMART and create milestones.
2. Confirm Rocks are entered and owned.
3. Confirm the next Quarterly date.
4. Confirm any State of the Company communication.

In Ninety

Give every leader a To-Do to make their Rocks SMART and create milestones in Ninety.

Conclude

Purpose — take the team's pulse and get feedback.

Take a few quiet minutes, then share responses, starting with the brave one and moving left. Have everyone answer:

• Feedback — where's your head? How are you feeling?
• Expectations — were they met?
• Session rating — 1 to 10, with 10 being best.

Your standard is an 8 or better. If it's below an 8, ask what would have made it an 8, capture the Issue, and fix the pattern next time.