Setting up a Virtual Meeting Session for a Client

Run a virtual Quarterly, Annual, Focus Day™, and Vision Building™ Day session

Warning

Any data entered into a special session note box (Team Health, 3-Year Picture, Establish Quarterly Rocks, etc) will not be saved once the meeting is concluded. If these notes are needed, please back them up. Notes attached to items such as Issues, Rocks, etc will be saved as they normally would.

Unable to meet with your clients in person for an EOS® session? 

There are now built-in meeting modes:

  • Quarterly Session
  • Annual Session
  • Focus Day™ Session
  • Vision Building™ Day 1
  • Vision Building™ Day 2

Learn how to use Traction® Tools Agendas to run a virtual session. Sign up for training by clicking the following link: https://tractiontools.as.me/eosioptimizer 

To access and run the special sessions:

  1. Click L10™ in the top navigation menu.
  2. Click 'Start Meeting' next to the meeting you would like to use
  3. Click the 'Run Special Session' button and choose a session.
  4. Run the meeting. Once the meeting is concluded, the agenda will be reverted back to the original agenda, including any customizations.

You can review and retrieve the SWOT analysis information after an annual meeting by re-running the annual meeting. Please reach out to our support team for any other data related to your quarterly or annual session.

Quarterly Planning agenda:

  • Objectives
  • Check-in
  • Review Prior Quarter
  • V/TO™ Review
  • EOS® Tools
  • Establish Quarterly Rocks
  • IDS™
  • Next Steps
  • Conclude

Annual Planning agendas:

Important Annual Planning Session Information

The agenda is split into two days and the meeting should be left running between sessions:

  • Objectives: Day 1
  • Check-in
  • Review Prior Quarter
  • Team Health
  • Organizational Check-Up®™
  • S.W.O.T Analysis/Issues List
  • V/TO

  • Objectives: Day 2
  • 3-Year Picture™
  • 1-Year Plan
  • Establish Quarterly Rocks
  • IDS
  • Next Steps
  • Conclude

Focus Day agenda:

  • Objectives
  • Check-in
  • Hitting the Ceiling
  • The Accountability Chart
  • Rocks
  • The Meeting Pulse™
  • Scorecard
  • Next Steps
  • Conclude

Vision Building Day (1 and 2) agenda:

  • Objectives
  • Check-in
  • Review Focus Day™ tools
  • Core Values
  • Core Focus™
  • 10-Year Target™
  • Marketing Strategy
  • 3-Year Picture™
  • 1-Year Plan
  • Quarterly Rocks
  • IDS
  • Next Steps
  • Conclude

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