The Quarterly Session can be a valuable day for your team to review their accomplishments and plan for the future. Although some of these topics will be touched on during the meeting, in order to get the most out of our time there are a few items that should be prepared before clicking "start meeting" on https://app.ninety.io/meetings/quarterly.
Clean up the Short-term Issues List
Short-term issues are indented to be the issues discussed throughout the quarter
The remaining issues at the end of the quarter should be archived, merged, and/or moved to the Long-term Issues list if they are still relevant
This can ideally occur during the IDS portion of the last L10 for the quarter
Review the VTO and create Long-term Issues:
Understand the teams VTO in preparation for the Quarterly Session
Create Long-term Issues out of anything that needs adjustment, is missing, or no longer makes sense
Review the Accountability Chart and create Long-term Issues:
Create Long-term Issues about any structure changes that will need to be made
Will seats be added?
Will seats be changed?
Make Issues of what you learned from your Rocks:
If a rock is incomplete, what more needs to be done?
Even if a rock is complete, have any new issues arisen? Did something change requiring further consideration?
Quarterly Sessions are long meetings requiring everyone's full selves
Prepare yourself both mentally and physically (sleep well, eat well, be well)