Quarterly Ownership Meeting
6-8 hours - not at the business or at anyone’s home
Step 1 Check-in
share your best news in your personal life and as an owner since the last time you met
or
hat you appreciate about the person to your left and right
Step 2 Your 90-day goals are due today
read the goal and report if it is done or not done (if people have questions or you feel compelled to give a report put that on the list for step 7)
if not done put on the list in step 7
Step 3 Review to-do list since the last monthly meeting
read the to-do if it is 100% done say done
if the to-do isn’t’ 100% done put it on the list in step x
no need to report on these – if you feel compelled to report on it, put it on the list for step 7
Step 4 Review your owner’s plan (not sure how to create an owners plan? Reach out to me at me@sarabstern.com)
Are the values still true?
Is this still your legacy?
Is this still where you want to be in 10 years
Is your ownership philosophy still true?
Is your plan still the right plan?
3 years
1 year
What else do you need to add to step for the rest of your plan to be true
Step 5 Set the date for your next meeting
It should be approximately 90 days from now
Step 6 Create your next set of 90-day goals
Review your 1-year goals
Review the items in step x
Everyone write down 3-7 things you think need to happen in order to accomplish your 1 year goals on your own piece of paper
Write all of them on a white board or large post-it notes
Decide which are the top 7 (or fewer!) you need to accomplish
Decide who will accomplish each one
Write them so it is clear what done looks like
Step 7 Work through the solve list until you have 5 minutes left
Add anything that was on the white board that didn’t become a 90 day focus to this list
Add anything else to this list that isn’t here (just ask everyone if there is anything else they want to discuss)
determine what the top 3 most important items are
discuss them (one at a time) with the goal of getting to a to-do to help solve the issue
document any to-dos that come out of the discussion
Step 8 Finish the meeting (on time – no need to go over the time)
Make sure everyone knows what their to-dos are
Make sure there is a plan to share any decisions you made in this meeting (this probably needs to become someone’s to-do)
Make sure everyone is clear when the next meeting is
Rate how effective you all were in having a great meeting 1-10
Step 6 End on time and go have some fun