Landmark

Quarterly Pulsing Session

Leadership Retreat · Private

Quarterly Pulsing Session

Setting Q3 2026 Rocks · Jul–Sep
DateWed, June 17, 2026 · 8:30a–4:30p
LocationThe Inn At Lynden · Lynden, WA
FacilitatorMark-Xavier Treas
Leadership Team TroyKimLeslieMike
01

Agenda & Timing

8 hours

Mark's quarterly agenda. Edit durations or start time — clock times recalculate. Goal: leave with Q3 Rocks set and the top issues solved.

Prep reminder (Mark): email Rock Sheet, Accountability Chart, Scorecard & V/TO 48h before · bring Leadership Team Manual & planner.
02

Segue (Check-In)

~30 min

Round the room. Best personal & business news from the last 90 days, then expectations for today.

03

Previous Quarter Review

~45 min

Last quarter's Rocks (due Jun 15). Mark each Done / On Track / Off. EOS bar: 80%+ complete.

Q2 Rocks
Completion
0%
04

Scorecard Review

EOS Tools

13-week measurables vs. goal (from Ninety). Red = off-track and a candidate for the Issues List. Edit a value to update its status live.

05

V/TO Review — Vision/Traction Organizer

~75 min

Confirm the team is still "all in." Pre-filled from Ninety — edit anything that needs to change. Note the blanks to fill (Proven Process, Guarantee).

06

Accountability Chart

Proposed 2026

Leadership seats & the 5 roles each owns. Confirm right-people / right-seats. Full 16-page chart linked below.

07

Set Next Quarter's Rocks

~60 min

Predict the next 90 days, brainstorm priorities, then narrow to 3–7 Company Rocks with one owner + due date each. Then Individual Rocks.

Predict the next 90 days (Q3)
Company Rocks (aim for 3–7)
Individual Rocks
08

Tackle Key Issues — IDS

~3 hrs

Pre-loaded from your long-term Issues List + live carryovers. Star the top 3, then Identify · Discuss · Solve in priority order. Solving an issue should create a To-Do, a Rock, or a permanent fix.

★ prioritize (top 3) · ▾ open Solve panel · ✓ mark solved (creates a To-Do)
09

To-Do List & Next Steps

~15 min

Seven-day action items — who, what, by when. Reviewed on every Weekly L10.

10

Conclude

~15 min

Recap to-dos, decide the cascading message, rate the meeting 1–10.

Meeting Rating (1–10)
Average
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