Best Practices for Starting a New Quarter or Year in Traction Tools®

When it is time to begin a new quarter or year in Traction Tools, there are a few simple steps you can take to prepare. Please see some of your options below. Click here to learn more about our Special Meeting sessions. 

Update the Current Quarter

The first step when starting a new quarter is to update the current quarter. Have an account admin follow these steps:

  1. Click the drop-down menu next to your name/icon at the top right of the workspace.
  2. Click Manage Organization.
  3. Click the Advanced Tab.
  4. Scroll down to Settings.
  5. Update the Current Quarter setting.

Archiving and Creating New Rocks

Another important step to take when starting a new quarter or year would be to archive your old rocks and create new ones. Please see this link for detailed steps on creating and archiving rocks: Rocks - Creating, Archiving, Restoring, Sharing, Moving, and Changing the Owner of Rocks

Updating the V/TO™

The V/TO™ may be another area where updates are needed. Before updating the V/TO, it may be a good idea to make a backup copy: Generate a Printout For Your Quarterly Meeting

Please see this link for detailed steps on editing the V/TO: V/TO™ - Access and Update

Updating the Level 10 Meeting™ agenda

If you need to make structural changes to your Level 10 Meeting™ agenda, please see this link: Editing a Meeting Agenda

Updating the Scorecard

Lastly, you may have a need to update your scorecard measurables. This may entail archiving your previous quarter's or yearly measurables (to start with no previous data in the scorecard cells), updating the goal, or changing who is responsible for a measurable. Please see the below links for details on updating a scorecard:

Scorecard - Creating, Archiving, Restoring, Sharing, and Moving Measurables

Updating Existing Scorecard Measurable Options

How to Change the Owner of a Scorecard Measurable

If you will be removing or archiving a measurable from a Level 10 Meeting™ because you no longer want to see historical data in the cells, it may be helpful to add the previous quarter or year in the measurable title, '2020 Sales Total' instead of just 'Sales Total' for example.

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