A Quarterly Pulse Agenda helps your team review recent performance, reset priorities for the next 90 days, and keep key information current in Strety. Use this guide to prepare for a Quarterly Planning Session, share data with a Coach or Guide, use Strety’s Quarterly Pulse Agenda template, and export reports for offline planning.
Prepare for your Quarterly Planning Session
The Quarterly Planning Session typically covers the following agenda, so take time to prep by reviewing the data in Strety or by exporting a PDF report of the data to prep offline.
Review Rocks: Check the completion status of the previous or current quarter’s Rocks. Mark each Rock as done or missed, then archive completed Rocks. Identify incomplete Rocks that are still priorities for the next quarter.
Review Metrics: Analyze the Scorecard for patterns and trends over the last 90 days to understand what worked, what did not, and what needs to change.
Vision/Traction Organizer (V/TO): Refresh your team’s memory of the company vision and confirm everyone is aligned on the future. Address questions, concerns, or confusion during this section, then update the V/TO as needed.
EOS Tools: Choose an EOS area to focus on for the upcoming quarter. Use this section to define the mastery area and create a plan to coach and refine it across your organization.
Set Rocks: Use Strety’s Keep, Kill, Combine feature to review current Rocks, backlog Rocks, and long-term Issues. Then define three to seven new, measurable Rocks for the upcoming quarter.
IDS: Review existing Issues and add any new Issues from the past quarter, including any “elephants in the room” that need to be addressed.
Review next steps: Confirm clarity and commitment on all action items and To Dos for the quarter.
Share your quarterly data with a Coach or Guide
Use Strety’s Traction Report to share your team’s quarterly data, V/TO, and Accountability Chart with a Coach, Guide, or anyone outside your Strety account.
You can share data externally through a unique, secure, view-only URL. The report gives visibility into the specific data you choose.
Use Strety’s Quarterly Pulse Agenda template
Use Strety’s Quarterly Pulse Agenda template to reduce prep time and standardize the way your team meets quarter over quarter and year over year.
To create a Quarterly Pulse Agenda from the template:
Go to your Team Space.
Open the Agendas page.
Click Create.
Select Quarterly Pulse.
Once created, the Quarterly Pulse Agenda guides your team through each step of the Quarterly Planning Session.
The video below demonstrates how to use Strety’s Quarterly Pulse Agenda to facilitate your team’s Quarterly Planning Session.
The video above covers how to use the Quarterly Pulse Agenda template. For written steps, see the section above.
Take your Quarterly Planning Session offline
If you run your Quarterly Planning Session outside of Strety, you can export a customizable PDF report to print and use during the offline session.
To pull a PDF report of the data you need:
Go to the Team Overview page.
Click the three-dot menu.
Give the report a name.
Select the date range the report should cover. This determines which Rocks and Metrics are included.
Enable or disable the tools you want included in the PDF.
Click Export to PDF.