Once a quarter, step back from the weekly grind and decide what matters most for the next 90 days. In Business OS, those few big goals are called rocks.
Good planning starts with an honest look back. Before the session, ask Armbrain for a planning pack from the client's mind:
- Each rock from this quarter, with its final status and one line on what happened
- The decisions made and the campaign results, with dates
- The issues that were raised but never solved
- A few candidate rocks for next quarter, each tied to something it found
Building the pack only reads the record. Nothing changes until you decide.
In the session, choose the final rocks with the client. Then give Armbrain the rocks and their owners. It asks you to confirm before it starts the new quarter or saves any rock.
During the quarter, check pace in the weekly meeting: which rocks are on track and which are slipping. A rock that slips two weeks in a row usually needs an issue logged, not more hope. Read the quarterly planning guide.