Let's talk

How to Prepare for a $100K Session

We are excited to be on the journey with you and I take our time very seriously. 

I want to make sure that when we come together, we can create something amazing.

This page is intended to help you prepare for our time together.

My hope is that we can decide on some moves that are $100K+ in value or impact for this quarter. To do so, we need to prepare properly.

Prep for this Quarter

  • Put your Out of Office on email
  • Block the morning out to get ready. Coming in rushed from a job site, office, or a client meeitng kicks the day off in a rush. This is the one day a quarter that we have set aside to really make the big moves. let’s treat it that way.
  • Everything printed for everyone. Katie sent you the documents that we will need. Make sure that you have them printed.
  • Make sure everyone has a copy before hand to review

Review

  • Take Some Time to Reflect on the Wins
    I’m sure that some really great stuff has been accomplished in the past 90 days. Even in the darkest of quarters, there are things to celebrate.
  • Take out a journal or piece of paper and think about these things:
  • What move was the biggest this quarter?
  • Where have you seen someone give some extra? Did you tell them?
  • Of all the issues solved this quarter, either in Rocks or in IDS® during your L10®, what one do you think we will be reaping the rewards of a year from now?
  • What moment were you the most excited, energized, or motivated?
  • Know your Numbers
    It is really easy for us to get into session and have only one person that has any basis on what the numbers should be for the next quarter. No matter what your role is, make sure you understand the numbers of the company. You are a leader. You need to be 100% bought in. Teams that have only one leader picking the numbers perform lower than teams that everyone is engaged in the number. This doesn’t mean that you have to pick what you think revenue, profit, and measurables should be at for the quarter, but you should have an idea of what it should be or what could help grow it or hurt it.
  • Read your V/TO®
    This is one that I’ve realized some teams really believe their V/TO®. They carry it around, they treat it as the document that tells where they’re going and drives all of their decisions. Absorb every word.
  • Do you believe every word?
  • Are you excited about the vision this document paints?
  • Are you living this document?
  • Is your team living this document?
  • Is this what you REALLY want?
  • Review the Scorecard
    Do you love it?
  • What worked?
  • What didn’t?
  • What has to change for you to have a better score next quarter?
  • Are their Rocks that would transform the way the scorecard is performing?
  • Are there processes or systems that the scorecard is telling us aren’t working?
  • Review the Accountability Chart
    Remember that a JV Highschool Football team and the NFL team that wins that Super Bowl have the same structure, they have a different level of players.
  • Is your team the team that is going to take you to the next level?
  • If you were going to double the output in the next quarter, is this the team that you would want?
  • People Analyze them and take notes of conversations that need to be had.
  • Most teams, when they reflect on a good year, there was a big shift in someones capacity. Either they hired someone or they move to the next level. The flip side is that years plagued with low profit and lots of problems, typically are full of RPRS issues that haven’t been resolved. Look at those that have issues, have their names appeared on multiple quarters
And now... Begin preparing for the next big leap

What is your big leaps this quarter?

It’s time to predict: What are the top 3 moves for the next quarter that will have a lasting effect on the team? – but don’t make commitments. When we get into session, we will put them all on the board. We can discuss and debate. Right now, I want you to reflect what you believe those moves are from your point of view. This allows us to go deeper and do more effective work in the precious time that we’ve carved out to invest in going to the next level.

By failing to prepare, you’re preparing to fail.

— Benjamin Franklin.

P.S. – Do you want some extra, over the top things you can do?

Within the week after the Quarterly – plan for the team to go off-site and just execute on the Rocks

Get our weekly emails