How does our two-day annual session differ structurally and mentally from our standard one-day quarterlies, and how should our team prepare for this shift in intensity?

Question

Tyler Smith · Accepted Answer

Our two-day annual session is a significant departure from our standard one-day quarterlies. While quarterlies are focused on tactical execution and short-term course correction, the annual session is a deep dive into strategic alignment and team health. Day one of the annual is focused on team health and a thorough review of the past year. We spend significant time assessing your team dynamics, building trust, and evaluating your progress against your long-term goals. We also look at your industry landscape, competitive threats, and market opportunities. This day is mentally exhausting because it requires deep self-reflection and honest conversations about where the business is failing. Day two is where we build the plan for the coming year. We update your V/TO, set your one-year plan, and establish your budget. We also determine your Rocks for the first quarter of the new year. To prepare for this shift in intensity, your team must step out of the daily business entirely. You must arrange for operational coverage so that no one is checking emails or taking urgent calls. This two-day block is your opportunity to work on the business, not in it.