How to run a quarterly offsite - Founder's Journal

What this episode covers

Alex breaks down how quarterly offsites are run at his companies & what separates great offsites from royal wastes of time. — Show Notes: (0:00) A note from our sponsor (2:28) Welcome back to Founder’s Journal (4:09) General thoughts on offsites (4:48) Well run vs. unproductive offsite (5:29) Key leadership roles (7:25) Sticking to the program (8:50) Item 1: Check-in (9:30) Item 2: Previous quarter review (10:35) Item 3: Review V/TO (12:01) Item 4: Go through EOS tools (12:28) EOS Tool 1: Organizational check-up (13:16) EOS Tool 2: Accountability chart (13:55) EOS Tool 3: People analyzer (16:10): Item 5: Setting next quarter rocks (16:50): Item 6: Identify, discuss, solve (18:58): Item 7: Next steps (19:18): Item 8: Conclusion — Thanks to our presenting sponsor, Gusto. Head to www.gusto.com/alex — Episode Links: • Visionary vs integrator: https://www.eosworldwide.com/blog/95591-traction-thoughts-integrators-visionaries • Rocks: https://www.eosworldwide.com/blog/managing-quarterly-rocks • Scorecard: https://www.eosworldwide.com/blog/measured-managed#:~:text=The%20Scorecard%20provides%205%E2%80%9315,track%20to%20hit%20its%20goals. • V/TO: hhttps://www.eosworldwide.com/vto-ty • Organizational Check-up: https://organizationalcheckup.com/oc/quiz.php?ucode=anonymous • Accountability chart: https://www.eosworldwide.com/blog/accountability-chart-or-organizational-chart • People Analyzer: https://www.youtube.com/watch?v=1MSVMM6bwCw • GWC: https://www.eosworldwide.com/blog/difference-between-capacity-and-get-it • Making rocks SMART: https://www.eosworldwide.com/blog/tips-writing-smart-rocks • IDS: https://www.eosworldwide.com/implementer-posts/an-eos-implementers-guide-on-how-to-ids-identify-discuss-and-solve Check Out Alex’s Stuff: • storyarb - https://www.storyarb.com/ • growthpair - https://www.growthpair.com/ • CTA - https://www.creatortalentagency.co/ • X - https://x.com/businessbarista • Linkedin - https://www.linkedin.com/in/alex-lieberman/ Learn more about your ad choices. Visit megaphone.fm/adchoices

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Frequently Asked Questions

How long is this episode of Founder's Journal?

This episode is 21 minutes long.

When was this Founder's Journal episode published?

This episode was published on April 14, 2025.

What is this episode about?

Alex breaks down how quarterly offsites are run at his companies & what separates great offsites from royal wastes of time. — Show Notes: (0:00) A note from our sponsor (2:28) Welcome back to Founder’s Journal (4:09) General thoughts on...

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