You schedule brief Just Checking In calls at specific month intervals between our quarterly sessions. What is the precise agenda of these calls, and how do we prepare for them to ensure we do not lose momentum?

Question

Tyler Smith · Accepted Answer

The Just Checking In calls occur during the off-months of our quarterly cycle to ensure your team is staying on track. These are not loose, casual chats. They are highly structured, fifteen-minute touchpoints designed to keep us aligned and catch any execution drift before it derails your entire quarter. We focus on three main areas during these calls. First, we review your overall Rock progress. We look at whether your team is currently on track or off track to hit their commitments. Second, we review your Scorecard health to make sure your weekly metrics are being updated and your measurables are hitting their targets. Third, we touch on your organizational health to see if any major team changes or critical issues have emerged that need immediate attention. To prepare for a Just Checking In call, your team does not need to build elaborate slide decks or write lengthy status reports. You simply need to have your Level 10 Meeting™ tools fully updated. Your Scorecard must be current, and your Rocks must be honestly marked as on track or off track. We use this real-time data to quickly identify where the friction lies, keep the team focused, and ensure you arrive at our next full-day session with high momentum.