SECTION 1
Check-In & Segue
Personal and professional best since last quarter · Review prior Rocks
30 min
Last Quarter's Rock Completion
| Rock Description | Owner | Complete? | Notes / Reason if Incomplete |
|---|
Completion Rate
SECTION 2
Quarterly Scorecard Review
3-month KPI trends · Pull from CMG Master KPI Report — Monthly Summary tab
30 min
| KPI | Month 1 | Month 2 | Month 3 | Target | Trend |
|---|
Key Takeaways
SECTION 3
Vision / V/TO Review
Core Values · Core Focus · 10-Year Target · 3-Year Picture · 1-Year Plan
45 min
- Core Values: Are we living them? Stories of values in action?
- Core Focus: Doing the right things for the right reasons?
- 10-Year Target: Still compelling? On track?
- 3-Year Picture: Where are we? What needs to change?
1-Year Goals Status
| Annual Goal | Status | Notes |
|---|
V/TO Updates
SECTION 4
People Review
Right People, Right Seats · GWC — Get It, Want It, Capacity
30 min
- Flag + (strengthen) or – (address) people issues. Do not solve here → IDS.
| Name / Seat | Role | Get It? | Want It? | Capacity? | +/− | Notes |
|---|---|---|---|---|---|---|
| Shannon | ||||||
| Christine | ||||||
| Taylor | ||||||
| Chad |
People Issues → IDS
SECTION 5
IDS — Quarterly Issue Solving
List all issues · Vote top 3–5 · Solve completely before moving on
90 min
| Issue / Topic | Owner | Priority | Resolution / To-Do / Rock | Due |
|---|
SECTION 6
Set Next Quarter's Rocks
Company Rocks (3–7) · Individual Rocks · SMART · 90-day outcomes
60 min
- Rocks = most important things to complete in the next 90 days. Not tasks — outcomes.
- Assign ONE owner per Rock. The owner is accountable, not just responsible.
- Each Rock should have a clear, measurable success metric.
Company Rocks
| Rock (What will be done by quarter end?) | Owner | Success Metric |
|---|
Next Quarterly Date
SECTION 7
Wrap-Up & Cascading Messages
Recap to-dos and Rocks · Cascading messages · Meeting rating
15 min
Cascading Messages
Meeting Rating
Below 8?