Generate a Printout For Your Quarterly Meeting

Create a PDF of current meeting data including the V/TO™

Use the Quarterly Printout™ to create a PDF snapshot of your current meeting data. This would be similar to a Session Packet.

Generating a printout for your Quarterly Meeting (PDF):

  1. Select L10 from the top menu bar.
  2. Click on the Manage button to the right of your meeting.
  3. Select Quarterly Printout from the menu on the left-hand side.
  4. Check the items you would like to include in your Quarterly Printout (The Headlines and To-Do's are unchecked by default as they would not be part of a Quarterly discussion).
  5. Click OK.
  6. You should now see your Quarterly Printout. You can choose to save as PDF or print

Note: If you receive an error, try generating the printout again, but this time uncheck the Accountability Chart and People Analyzer (if available) checkboxes.

Tip: Customize your V/TO by uploading your Company Logo and choosing a Custom Branding Color! See this article for more information. ‍ 

Quarterly Printout Contents (click-me)

  • A title page which includes the date and Core Values
  • Quarterly Rocks
  • People Headlines
  • Vision/Traction Organizer™ (V/TO)
  • Accountability Chart
  • To-Dos
  • Issues
  • Scorecard
  • People Analyzer™ (only available if you have People Tools activated. See this link for additional details on the People Analyzer: Traction Tools Launches People Tools‍ )

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