ceos-quarterly-planning

Facilitate the EOS Quarterly Planning Session — the structured half-day meeting where the leadership team scores outgoing Rocks, reviews Scorecard trends, confirms vision alignment, tackles issues via IDS, and sets the next quarter's Rocks. This is "quarterly pulsing" — the bridge between weekly L10 meetings and the Annual Planning session.

When to Use

• "Run quarterly planning" or "quarterly planning session"
• "Plan next quarter" or "let's plan Q2"
• "Score rocks and plan next quarter"
• "End of quarter review and planning"
• "Quarterly session" or "quarterly pulse"
• "Review the quarter and set new rocks"
• Any leadership team meeting focused on transitioning between quarters

Not for: 1-on-1 quarterly conversations (use ceos-quarterly), annual planning with V/TO refresh (use ceos-annual), or weekly meetings (use ceos-l10).

Context

Finding the CEOS Repository