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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.

Written by Derek Weaver

Rocks are the most important priorities that a company, department, or individual must complete in the next 90 days. Each Rock should be specific, measurable, and attainable, with a single owner and a clear due date


How to Create a Rock

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

Create and define your Rock via the following setting options:

  • Name: How the Rock will appear throughout the platform

  • Description: The details/outline of the Rock, ie. what makes it SMART

  • Space: The primary space of the Rock

  • Assignee: Who is accountable for the Rock

  • Due Date/Timeline: The time frame & due date for the Rock

  • Annual Goals: Link the Rock to Annual Goals (if applicable)

  • Level: Set the Rock as Company, Department, or Individual

  • Progress Type: Set how you'll check-in the Rock


Rock Levels

Video Overview of Company vs Department vs Individual Rocks

First, determine which level your Rock should be, Company, Department, or Individual:

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

  • Department Rocks: Department Rocks are assigned & shared only within Team Spaces. Department Rocks are the top priorities for a specific team or functional area and are established to solve core department issues or achieve functional goals

  • Individual Rocks: Individual Rocks are the personal 90-day goals owned by a single person within a team. Individual Rocks are typically established by the Rock owners in alignment with their manager and department objectives. Individual Rocks drive daily performance, solve specific issues, and should support the higher-level Department and Company Rocks

Rock Progress Types

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


Share Rocks with Other Teams/Spaces

Once the Rock is created, increase the visibility into the Rock by sharing it with additional Team Spaces - this will show the shares Rock in any team's Rock page + make them viewable in their L10 meetings

Note: Strety automatically shares Rocks with the assignee/owner's Person Space


Company vs Department vs Individual Rocks

You can view all Company Rocks from any team space or in any L10 agenda by clicking the Show Company Rocks dropdown drawer

Once expanded, you'll see the Company Rocks above the team space's Department and Individual Rocks

For a detailed breakdown on the differences between Company, Department, and Individual Rocks, check out this guide


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

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

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 Meeting or 1:1 meetings 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

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

  • On Track - Current pace trending towards hitting target

  • Off Track - Current pace trending towards missing target

  • Done - When you've fully completed the target

  • Not Done - If you failed to accomplish your target by due date

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

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:


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


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

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

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


Rock Backlog

The Backlog is meant to store any ideas you have for future Rocks or for Rocks that may have been on the back burner from previous quarters.

Once added to the backlog you can advance the Rock by adding milestones, editing the description, and adding comments, helping the Rock take shape before you're ready to actively track it.

We highly recommend adding your Rock fragments into the backlog as soon as they are identified so the entire team can is aware of potential future priorities

How to add a Rock to the Backlog

From the create new button, toggle on the Send to Backlog toggle

To move an active Rock to the backlog, open the Rock and select Move to Backlog from the Action menu


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

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


How to perform Keep, Kill, & Combine

"Keep, Kill, Combine" in the EOS framework is a prioritization method to refine a long list of potential quarterly Rocks into 3-7 crucial, actionable items by deciding to keep essential tasks, eliminate unnecessary ones, and merge overlapping objectives, ensuring team focus and alignment on what truly matters for the next 90 days

How it works in Strety | Video Overview


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 done 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 not done, 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

How to Export Rocks

Rocks can be exported from two places:

Team Space Traction Report: Export directly from the Team's Traction Report. Adjust the Report to include the specific Rock(s) you want included in the export:

As Image Downloads: Download images of your Rock(s) from any space via the Download Image icon


Supplemental Reading

Want to learn more? Check out these relevant Rocks resources from Strety's Blog

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