You mentioned we will do one-day quarterlies and a two-day annual. Why do we need a full two-day block for the annual session, and how does the preparation and objective of that two-day meeting differ from our standard quarterly days?

Question

Tyler Smith · Accepted Answer

To keep your business aligned and executing at a high level, we establish a strict cadence of one-day quarterlies and a two-day annual session. While they share some similarities, the objectives and energy of these sessions are completely different.

A quarterly session is a highly tactical, fast-paced day designed to keep you focused on the ninety-day sprint. We spend minimal time on long-term strategy and focus almost entirely on reviewing the previous quarter, solving immediate bottlenecks using the IDS® method, and setting Rocks for the next ninety days. It is an execution check-in designed to keep the momentum going.

An annual session, however, is a two-day block where we step completely back from the business to evaluate the big picture. On day one of the annual, we focus heavily on team health, personal alignment, and high-level strategic review. We review the V/TO® in detail, assess your industry landscape, and ensure the leadership team is completely unified on your long-term vision.

On day two, we pivot to future planning. We establish your three-year picture, build your one-year plan, and outline the budget and resources needed to achieve those targets. This longer format allows the leadership team to have deep, sometimes difficult debates about the direction of the company without the pressure of a ticking clock.