How do we access our session notes, updated tools, and EOS deliverables after our session ends, and who is responsible for keeping this workspace updated?

Question

Tyler Smith · Accepted Answer

Transparency and alignment require a single, centralized source of truth for all of your EOS® tools and session deliverables. After every facilitated session day, I document all of our session summaries, updated V/TO® plans, Accountability Chart adjustments, and designated Rocks directly in your dedicated workspace on Circle.so. This workspace serves as your team's ongoing portal for everything we build together, ensuring that nothing is lost in buried email threads or scattered spreadsheets. While I am responsible for uploading the high-level session summaries and the immediate outputs of our full-day sessions, your leadership team is responsible for managing your weekly tools between our meetings. Your integrator and team members must update your Scorecard, track progress on your Rocks, and prepare your issues list inside your weekly meeting software. My role is to provide the external perspective, facilitate the breakthroughs, and document the major strategic milestones in your Circle portal. Your role is to live the system daily, using the workspace as your reference point to maintain accountability and execution during the ninety days between our facilitated sessions.