What is the purpose of the mid-quarter check-in calls at months six, nine, twelve, and beyond, and what issues do we tackle during those touchpoints?

Question

Tyler Smith · Accepted Answer

Between our quarterly session days, we conduct periodic Just Checking In calls at months six, nine, twelve, fifteen, eighteen, and twenty-one. These are brief, focused fifteen to thirty-minute conversations with the Visionary and Integrator.

These calls serve a distinct operational purpose:

- Gauging execution pulse: We review whether your weekly Level 10 Meeting™ cadence is holding firm or if your team is letting client emergencies cancel your weekly meeting discipline.
- Reviewing Rock momentum: We check whether your quarterly Rocks are on track for at least eighty percent completion, identifying projects that are stalling before the quarter ends.
- Spotting behavioral drift: We verify that your team is actively using the Issues Solving Track (IDS®) rather than letting unstated frustrations fester between sessions.
- Setting quarterly agenda context: We pinpoint major strategic or structural topics that are brewing so our upcoming quarterly session day is targeted directly at your most pressing challenges.

These check-in calls are not consulting hours, strategy pivots, or operational hand-holding. They are disciplined accountability checkpoints to ensure your team does not lose traction in the weeks between offsites.