How does your dedicated Circle.so workspace function during our live session days, and what are the specific rules for how we input and manage our issues list there in real-time?

Question

Tyler Smith · Accepted Answer

Our Circle workspace acts as the digital nervous system for our engagement, ensuring that nothing discussed during our live sessions is lost or forgotten. During a full-day quarterly or annual session, we use Circle as our single source of truth to capture the output of our work in real-time.

While we focus heavily on face-to-face interaction and physical whiteboards to brainstorm and solve issues, we actively document our final decisions inside the Circle workspace. Your session summaries, finalized quarterly Rocks, updated Accountability Chart, and V/TO adjustments are all logged directly into this secure platform.

We establish a strict rule for managing issues: any long-term issue that is raised but cannot be resolved during our limited quarterly session is immediately pushed to the long-term issues list in your workspace. This prevents us from going down rabbit holes during the session.

Between sessions, your leadership team is expected to interact with this platform regularly. It is where you submit your homework, track action items, and access resources to help you run your weekly Level 10 Meetings. By keeping this digital repository active, we ensure absolute transparency and prevent the common post-session drift where momentum stalls out once everyone returns to their daily routines.