Preparing for a Quarterly Meeting
Learn how to best prepare for quarterly sessions, so you can achieve success and wrap up the quarter with confidence.
Table of Contents
The Quarterly Session
A quarterly meeting can be a valuable day for your team to review their accomplishments and plan for the future. Although some of these topics are touched on during the meeting, to get the most out of your time, a few items should be prepared before clicking start meeting.
Clean up the Short-Term Issues List
- Short-term Issues are intended to be the Issues discussed throughout the quarter.
- The remaining Issues at the end of the quarter should be archived, merged, and/or moved to the Long-Term Issues List if they are still relevant.
- This can ideally occur during the Identify, Discuss, and Solve (IDS®) portion of the last L10 Meeting for the quarter.
Review the Vision Tool and Create Long-Term Issues
- Understand the team's Vision in preparation for the Quarterly Session.
- Create Long-term Issues out of anything that needs adjustment, is missing, or no longer makes sense.
Review the Responsibilities Chart and Create Long-Term Issues
- Create Long-term Issues about any structural changes that need to be made.
- Will seats be added?
- Will seats be changed?
Make Issues of what you learned from your Rocks
- If a Rock is incomplete, what more needs to be done?
- Even if a Rock is complete, have any new Issues come up?
- Did something change requiring further consideration?
Prepare Yourself
- Quarterly Sessions are lengthy meetings requiring everyone's full engagement.
- Prepare yourself mentally and physically (sleep well, eat well, and be well).