Founder's Journal
Founder's Journal
Morning Brew
How to run a quarterly offsite
21 minutes Posted Apr 14, 2025 at 9:00 am.
) A note from our sponsor
) Welcome back to Founder’s Journal
) General thoughts on offsites
) Well run vs. unproductive offsite
) Key leadership roles
) Sticking to the program
) Item 1: Check-in
) Item 2: Previous quarter review
) Item 3: Review V/TO
) Item 4: Go through EOS tools
) EOS Tool 1: Organizational check-up
) EOS Tool 2: Accountability chart
) EOS Tool 3: People analyzer
): Item 5: Setting next quarter rocks
): Item 6: Identify, discuss, solve
): Item 7: Next steps
): Item 8: Conclusion
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Show notes
Alex breaks down how quarterly offsites are run at his companies & what separates great offsites from royal wastes of time. 
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Thanks to our presenting sponsor, Gusto. Head to www.gusto.com/alex
Episode Links:
• Visionary vs integrator: https://www.eosworldwide.com/blog/95591-traction-thoughts-integrators-visionaries 
• Rocks: https://www.eosworldwide.com/blog/managing-quarterly-rocks 
• Scorecard: https://www.eosworldwide.com/blog/measured-managed#:~:text=The%20Scorecard%20provides%205%E2%80%9315,track%20to%20hit%20its%20goals.
• V/TO: hhttps://www.eosworldwide.com/vto-ty 
• Organizational Check-up: https://organizationalcheckup.com/oc/quiz.php?ucode=anonymous 
• Accountability chart: https://www.eosworldwide.com/blog/accountability-chart-or-organizational-chart 
• People Analyzer: https://www.youtube.com/watch?v=1MSVMM6bwCw 
• GWC: https://www.eosworldwide.com/blog/difference-between-capacity-and-get-it
• Making rocks SMART: https://www.eosworldwide.com/blog/tips-writing-smart-rocks 
• IDS: https://www.eosworldwide.com/implementer-posts/an-eos-implementers-guide-on-how-to-ids-identify-discuss-and-solve
Check Out Alex’s Stuff:
• storyarb - https://www.storyarb.com/
• growthpair - https://www.growthpair.com/
• CTA - https://www.creatortalentagency.co/
• X - https://x.com/businessbarista
• Linkedin - https://www.linkedin.com/in/alex-lieberman/
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