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