What concrete data, scorecard metrics, and individual homework must our leadership team prepare in advance of each quarterly session?

Question

Tyler Smith · Accepted Answer

Showing up to a quarterly session unprepared wastes hours of executive time and ruins the momentum of the day. Every leadership team member must complete specific pre-work before walking into the room.

Preparation is straightforward and non-negotiable:
- Grade your Rocks: You must review your individual Rocks from the expiring quarter and bring a clear, binary assessment of whether each Rock is complete or incomplete. We do not accept partial credit or vague explanations.
- Update Scorecard numbers: The Integrator and metric owners must bring current twelve-week trailing numbers so the team can spot trends, examine missed targets, and make informed decisions based on hard data.
- Review the V/TO: Every leader must read through both pages of the Vision/Traction Organizer to identify any core statements, goals, or targets that feel misaligned with current market reality.
- Bring your real Issues: Leaders must arrive with their individual list of systemic obstacles, personnel bottlenecks, and strategic opportunities ready to deposit onto the Issues List during the Segue.
- Complete assigned homework: Any specific tasks assigned during the previous session, such as drafting a core process, documenting tribal knowledge, or evaluating a seat on the Accountability Chart, must be completed prior to the session.

When your team completes this homework in advance, our session time is spent solving problems and making decisions rather than hunting down spreadsheets.