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LeadershipPlanning

EOS quarterly planning meeting

480 minutes 10 blocks Free template

A full-day offsite every 90 days: review the quarter, revisit the V/TO, set next quarter's Rocks and work key issues.

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Opens in the builder. No sign-up to try it; 14 days free to run it live.

By the end of this meetingThe team has reviewed the last quarter, reset the vision and committed to next quarter's Rocks.

480 min · 10 blocks, drawn to scale Fits exactly
  1. Segue, 15 minutes 15
  2. Review the previous quarter, 60 minutes 60
  3. Review the V/TO (Vision/Traction Organizer), 90 minutesDiscuss 90
  4. Lunch, 45 minutes 45
  5. Prioritize candidate Rocks, 15 minutes 15
  6. Establish next quarter's Rocks, 75 minutesDecide 75
  7. Break, 15 minutes 15
  8. Tackle key issues, 135 minutesDiscuss 135
  9. Next steps, 20 minutes 20
  10. Conclude, 10 minutes 10
0120240360480 min
  1. +0′SegueOne word for how the last quarter went for you?15 minCheck-in
  2. +15′Review the previous quarter60 minInfo
  3. +75′Review the V/TO (Vision/Traction Organizer)90 minDiscuss
  4. +165′Lunch45 minBreak
  5. +210′Prioritize candidate RocksWhich candidate Rock matters most next quarter?Tip: Replace the options with your candidate Rocks before the vote.15 minVote
  6. +225′Establish next quarter's Rocks75 minDecide
  7. +300′Break15 minBreak
  8. +315′Tackle key issues135 minDiscuss
  9. +450′Next stepsTip: Agree how the Rocks cascade to departments.20 minWrap-up
  10. +470′Conclude10 minWrap-up

Why it works

Built so the eos quarterly planning meeting ends on time, with everyone in it.

  • Every voice in the first minutes

    A 15-minute check-in: everyone sends a mood and one word from their phone, and it shows on their tile in the call. People who speak early speak again.

  • Updates stay short

    60 minutes of updates with a visible clock. In a video call the speaker is spotlighted and the room is muted, so nobody talks over them.

  • Discussion with a clock

    225 minutes of open floor with a countdown everyone can see, and a talk-balance meter so the loudest voice doesn't take all of it.

  • A break that ends

    Cameras pause and the timer keeps running, so the break finishes on time and everyone comes back together.

  • A vote the whole room sees

    One tap each on a phone, live bars on the screen. A tick shows who has voted, never what they chose.

  • It ends in a decision

    Capture the decision and its owner with one click while it's said. It lands in the summary, word for word.

How to run it

  1. 1Hold it every 90 days as a full day, offsite rather than in the office.
  2. 2Treat it as a working session, not a status meeting.
  3. 3Review the previous quarter, then the V/TO, before setting new Rocks.
  4. 4Commit to the Rocks for the quarter and don't add new ones mid-quarter.
  5. 5Cascade the decisions and Rocks to departments after the meeting.

Questions about the eos quarterly planning meeting

How long is an EOS quarterly meeting?
One full day, about eight hours, every 90 days, held offsite. EOS gives the order of sections but not their times.
What is on the EOS quarterly agenda?
Segue, review the previous quarter, review the V/TO, establish next quarter's Rocks, tackle key issues, next steps, and conclude.
What are common mistakes?
Turning it into a status meeting, running it in the office, adding Rocks mid-quarter, and not cascading to departments.

Built from

The structure, timings and tips on this page come from these sources.

  • eosworldwide.com

Run it with your team

  • A countdown for every block on the shared screen
  • A video call that changes with each block
  • Check-ins and votes from every phone, no app
  • Decisions and actions in a scored summary

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Related templates

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  • EOS Level 10 meetingThe 90-minute EOS Level 10: segue, scorecard, Rocks, headlines and to-dos in 25 minutes, then 60 minutes of IDS.90 min · 8 blocks
  • Internal quarterly business review (QBR)Compare last quarter's plan with results, explain wins and misses, and decide which initiatives to start, stop or continue.90 min · 7 blocks
  • OKR planning and grading sessionGrade last cycle's OKRs, draft new top-level OKRs, plan the cascade and set the date to lock them.120 min · 7 blocks

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