Quarterly Off-Site Recap

Today we held our quarterly off-site and developed a plan for Q4. We usually hold it two weeks before the end of the quarter, but tradeshow season and our user’s conference delayed it. The quarterly off-site is part of our meeting rhythm and comes from Patrick Lencioni’s Death by Meeting book.

We hold our quarterly off-site meetings at the new Gordon Biersch in Buckhead (previously Rockbottom Brewery). As for an agenda, we don’t come with a formal one, rather everyone brings ideas and we decide on it in an ad-hoc manner. We typically cover the following:

• Results of our company quarterly effectiveness survey
• Any notes from our quarterly performance reviews
• Financial performance review
• The theme, rocks, and celebration for the upcoming quarter

I highly recommend getting out the office for a day to focus on making strategic company decisions.