What is the exact purpose and structure of the mid-quarter check-in calls between our full-day sessions, and who from our team needs to attend?

Question

Tyler Smith · Accepted Answer

The space between quarterly sessions is where businesses either build real traction or slide back into operational firefighting. To ensure momentum does not fade, we schedule brief, highly structured check-in calls between our major session days.

These calls occur roughly thirty to sixty days after a quarterly session. They are not casual consulting discussions, strategic brainstorming sessions, or general catch-ups. They are thirty-minute accountability checkpoints held specifically with the Integrator, and frequently the Visionary.

The agenda follows a rapid, three-part inspection:

- Rock trajectory: We review whether your leadership team Rocks are on track or off track. If something is off track, we verify whether it has been dropped onto your weekly Level 10 Meeting Issues List.
- Level 10 Meeting health: We evaluate the consistency, attendance, and average ratings of your internal weekly meetings to ensure your team is actually solving issues using IDS rather than just discussing them.
- Tool rollout status: We inspect whether homework assignments, such as cascading tools to departmental teams or completing process documentation, are proceeding on schedule.

If the check-in reveals that an internal conflict, partnership disagreement, or unexpected crisis is derailing progress, we identify it early so your team can course-correct before walking into our next quarterly session. It is a simple mechanism to guarantee that our full-day sessions produce concrete business results rather than shelf-ware binders.