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Strety Rocks | Complete Guide

The ultimate guide to Rocks in Strety. Set quarterly goals, track progress, create accountability, and hit your targets consistently.

Derek Weaver avatar
Written by Derek Weaver
Updated today

Video Guide:

Everything you need to know to create, track, and manage Rocks with Strety


How to Create a Rock

Create a new Rock from Quick Create or your team's Rock page

Create a Rock in Strety from the Rock section in a team Space or from the Quick Create button

Give your Rock a Name & Description, then assign its primary Team Space, assign an Owner, define the Due Date/Timeline and link to any Annual Goals (if applicable). Lastly, determine whether it should be a Company Rock and its Progress Type

Rock module in Strety, showing settings including Rock owner, Space, due date, whether its tied to an Annual Goal, subscribers

Once created, click into the Rock to share with other Team Spaces - this will allow the Rock to be tracked/viewed in additional team spaces & meetings.

Note: We also default the Rock to be shared with the owner's 1x1 Space

Module of a Rock in Strety showing how you can share a Rock across Spaces

Rock Definitions & Permissions

There are toggles to denote whether you want to make a Rock Personal or Company:

  • Team Rocks: Rocks that are assigned & shared only within Team Spaces. Team Rocks can be viewed by any member of the team space(s) the Rock is shared with

  • Company Rocks: Rocks that can be viewed by anyone in the organization from the Company Rocks section (top navbar). These are often your organization's most public, high priority goals. Often these are owned by the leadership team but any Rock can be made a Company Rock via the toggle within the Rock editor

  • Personal Rocks: Rocks shared with only your person space. Personal Rocks can only be viewed by their owner and their manager(s). Often times these are tracked & discussed as part of 1x1 meetings.

There are also (4) Progress Types, these are determined by a combination of what you're tracking and how you check-in

  • Status Only: This type gives owners the check-in options of On Track or Off Track, providing them to self-assess how they are tracking towards the overall goal

  • Status with Target: This type allows owners to set a starting value, an ending value, and type (number, currency, or percentage), and requires them to add a numerical component along with their On Track/Off Track assessment. Use these for tracking quantifiable goals (i.e $30,000 Net New MRR this Quarter or Create 20 SOPs)

  • Integration: This type allows owners to link the Rock to a Microsoft Planner or a Connectwise Project. We'll automate the check-in of these Rocks based on the completion percentage of the to dos/tasks in the linked project

  • From Project: This type is linked directly to a Strety Project and will pull the most recent project status update as the Rock's update

Menu showing Progress Type for a Rock in Strety: choose Status Only, Status with Target, Integration, or From Project


Company vs Team vs Personal Rocks

For a detailed breakdown on the differences between and best practices around Company, Team, and Personal rocks, check out this help doc


Add an Existing Rock (from another Team)

Rocks can sometimes impact multiple teams in your org. If there is a Rock that already exists in another team space you can add it using the Add Rock --> Existing option

How to add a Strety Rock from another Team

Select the Team the Rock currently is on then select the Rock name from the Item dropdown.

Choose a Team the Rock currently sits on and then select the Rock name

Note: You will only be able to add Rocks that you have access to via your role/team membership permissions

Once added, the Rock and all of it's check-in history will be viewable by everyone in the team space is was added to. We also make it clear which primary team space the Rock is a part of

Showing the shared Rock in the Team Space

Adding an existing Rock from another Team does not grant that Rock Owner permission to see any data on the new Team unless they are already a member of that team or an Admin


How to Check-in Rocks

Check-ins are your way of updating the recent progress made for your Rocks. Check-ins should be done weekly and ahead of your L10 or 1x1 so everyone is informed of its current status

You can check-in a Rock from two places:

  • The Rock tab from any team space

  • The Rock tab from your Person Space (recommended)

    • Your Person Space is where all Rocks assigned in any team space aggregate, making it easy to check-in Rocks from a single location in advance of all your weekly team meeting

How to Check In Rocks in Strety

To check-in a Rock click the Status field and update your Status:

  • On Track - Current pace trending towards hitting target

  • At Risk - Known factors impacting progress - create Issues to discuss & unblock

  • Off Track - Current pace trending towards missing target

  • Completed - When you've fully completed the target

  • Missed - If you failed to accomplish your target by due date

  • Value - For Status & Progress Rocks only, your progress against End Value

  • Backlog - For Rocks or potential future Rocks you aren't ready to actively track

Add notes to your Strety Rock check-ins

Add Check-in Context: Check-in context is extremely important, especially if it appears you may be off track at surface level. Adding context can help get out ahead of any questions and reduce time spent getting everyone to to speed during meetings

To see the historical record of all previous check-ins, click into the Rock itself:

Open a Rock to see the historical Check Ins


How to Add Milestones to Rocks

Milestones allow you to break down a Rock into smaller, more actionable segments.

Effectively using milestones creates an extra layer of accountability for your highest priorities and helps everyone involved quickly and transparently determine whether you're on track or off track towards hitting your target.

To add a milestone, click into the Rock then Add Milestone. Give it a name, due date, and assignee. You can click inline to add a description

Adding Milestones to a Rock


Rock Categories

Rock categories provide an additional way to identify, group & view your Rocks. Categories are team-specific, so each team can organize their metrics to their preference

Click Edit Categories to edit existing or add new Rock categories

How to add Rock categories

To edit the category of a Rock, click directly into the category column

Changing the Category on a Rock

To group your Rocks by category, change the Group By dropdown:

How to group your Rocks by category in a Team space


How to Archive Rocks

Once the due date arrives and you no longer want the Rock to appear in your L10s, it's time to archive it. Click on the 3-dot menu and select Archive

How to Archive Rocks so they no longer appear in your L10s

Archived Rocks are still accessible by clicking the Archived checkbox in any team's Rock page:

How to view archived Rocks in STrety


Rocks Best Practices

Rocks are typically aligned to quarterly or 90-day priorities, but they can span span any time period that reflects how much time you realistically expect it to take in order to achieve.

What happens if you miss your target

Once a Rock's time period due date arrives, assess where you are. Hopefully your target has been achieved and you can mark it as completed and send it to the archive.

In the unfortunate event that you miss your target, don't simply extend the due date until you complete it - that robs you of a learning opportunity - acknowledge the target was missed, analyze and asses why, and decide what's left to achieve your goal. Options typically include:

  • Create a new Rock to continue tackling next quarter

  • Create a series of To-Dos to accomplish whatever outstanding tasks remain

  • Nothing - maybe priorities have shifted and you need to focus your efforts on the newest set of org/team determined goals

Creating an Issue from a Rock

Rocks can get off track for a variety of reasons, that's normal. However, too often owners of Rocks may be reluctant to voice any problems they're running into out of concern for how it might reflect on them or their perceived performance; that's also a normal sentiment.

We subscribe to the EOS philosophy that surfacing issues - not suppressing them - is in everyone, including the organization's best interest. You may not know the right next steps - and that's okay - so open it up for discussion and lean on your team to help you navigate a path forward.

If you find your Rock off track for too many weeks, create an issue from rock so it can be discussed more openly at the team/org level or in your next L10.

How to create an Issue from a Rock

When you create an Issue from a Rock, we'll preserve the linkage between the newly create Issue and the origin Rock so everyone has that context when it's time to discuss potential resolutions or next steps. You can even add additional context to the Issue before sending to the team:

What an Issue created from a Rock in Strety looks like

Once created, it will appear on your team's Issue list until it is either resolved, moved to long term, or sent to another team for further collaboration

The Issue created from a Rock shown on a Team's Issue list

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