What does the exact calendar and meeting cadence look like during our first year of implementation with you?

Question

Tyler Smith · Accepted Answer

Year one follows a proven, non-negotiable sequence designed to build foundational clarity before driving quarterly traction. The first year consists of five full session days, supported by structured touchpoints.

- Focus Day: We build the foundation. We establish the Scorecard, clarify the Accountability Chart, set the first round of 90-day Rocks, and install the weekly Level 10 Meeting rhythm.
- Vision Building Day 1: Held roughly thirty days after Focus Day. We clarify your Core Values, define your Core Focus, set your 10-Year Target, and review your initial Rock completion.
- Vision Building Day 2: Held thirty days after Vision Building Day 1. We establish your Marketing Strategy, define your 3-Year Picture, build your 1-Year Plan, finalize the complete Vision/Traction Organizer, and set new quarterly Rocks.
- First Quarterly Session: Held ninety days after Vision Building Day 2. We review previous Rocks, evaluate financial and operational Scorecards, address people issues, resolve systemic bottlenecks through IDS, and set Rocks for the next ninety days.
- Two-Day Annual Planning: Held roughly one year after starting. Over two consecutive days, we conduct a team health check, revise the complete V/TO, evaluate long-term market trends, set next year's corporate goals, and establish Q1 Rocks.

Between these sessions, I conduct periodic Just Checking In calls with the Visionary and Integrator around months 6, 9, and 12 to audit meeting health and eliminate execution friction.