How to Run EOS Quarterly Planning in monday.com

EOS Quarterly Planning is the session where a leadership team reviews the last 90 days, sets the next quarter's Rocks, and clears the Issues List. Running it in monday.com means the review uses live data, the new Rocks land on a board the team already uses, and every decision flows into the weekly L10 Meeting. OrangeDot, a monday.com Platinum Partner and certified EOS Licensee, builds and customizes those boards so your Quarterly session runs on one connected system.

What Is EOS Quarterly Planning and Why Does It Matter?

EOS Quarterly Planning is a focused session, held once every 90 days, where the leadership team reviews the last quarter, reconnects with the V/TO, sets the next quarter's Rocks, and works through the Issues List. It exists so the company keeps moving toward its vision in 90-day steps instead of drifting between weekly meetings. OrangeDot is a monday.com Platinum Partner and a certified EOS Licensee, so we build the boards that make this session run smoothly in monday.com.

Weekly L10 Meetings keep the team healthy and on track, but they are not the place for big-picture thinking. A Quarterly gives the team a protected block of time to step back, check progress against the V/TO, and decide what matters most for the next 90 days. Without it, Rocks get chosen in a hurry, the same issues come back every week, and people leave unsure what the company is actually committing to.

A note on roles: OrangeDot does not coach EOS and is not an EOS Implementor. If you want a facilitator for the session, that is a separate conversation with an EOS Implementor. What we do is install, customize, and train your team in monday.com so the work of a Quarterly lives in one connected system instead of scattered slides, spreadsheets, and sticky notes.

The value of running it in monday.com is continuity. The Rocks board, the Scorecard, the Issues List, and the L10 Meeting board already hold the data you need. The Quarterly becomes a review of live information, and whatever the team decides flows straight back into the boards the team uses every week.

How Should a Leadership Team Prepare for a Quarterly Session in monday.com?

Preparation comes down to three things: a clean Rocks board, an up-to-date Scorecard, and a pruned Issues List, all ready to review before anyone walks into the room. In monday.com, that means setting each board to a quarterly view, assigning owners for pre-work, and sending the team a short checklist so nobody arrives cold. A prepared team spends the session deciding, not catching up.

Start with the Rocks board. Every Rock from the closing quarter should have an owner, a status, and a final update. Ask each owner to mark their Rock as done or not done a few days ahead, with a short note on what happened. Rocks are binary in EOS, so there is no need to build a long narrative for each one. A single status column and a notes column keep the review quick.

Next, review the Scorecard. Filter the Scorecard board to the last 13 weeks so the team can see trends rather than a single week. Flag any measurable that missed its goal repeatedly, because those are strong candidates for the Issues List or for a new Rock. Then open the Issues List and have each team member prioritize their top items in a pre-meeting view. Anything that is no longer relevant can be archived before the session.

Finally, pull up the V/TO. If your V/TO lives in a monday.com Doc or board, link it from the Quarterly agenda so the team can check the 1-Year Plan and the 10-Year Target while choosing Rocks. Many teams also create a dedicated Quarterly agenda board with one item per agenda topic, an owner, and a time box. That gives the Integrator a visible clock for the day and a clear way to keep things moving.

Our free EOS templates at orangedotdigital.com/monday-eos include the Rocks, Scorecard, and L10 Meeting structures that make this preparation easier. Templates are typically ready within an hour to a few days after submitting the download form.

How Do You Review the Last Quarter and Set New Rocks?

Reviewing the last quarter means marking each Rock as done or not done, reading the Scorecard trends, and deciding what the team learned. Setting new Rocks means choosing a small number of priorities for the next 90 days, each with a single owner and a clear finish line. In monday.com, both steps happen on the same Rocks board, so the old quarter is archived and the new one starts without rebuilding anything.

Begin the review with a quick round on the closing Rocks. Each owner states whether their Rock is done or not done, with no partial credit. The team then looks at the pattern. Did the company finish most of what it set out to do? Were Rocks too large, too vague, or too many? That conversation matters more than any individual result, because it shapes how the next quarter's Rocks get written.

To set the new Rocks, start from the V/TO and the Issues List. Ask what has to be true by the end of the quarter to stay on the path to the 1-Year Plan. Each team member proposes their own Rocks, and the team discusses and agrees on the final set. Keep the count small, because a team that commits to everything finishes very little. Company Rocks that belong to the whole team can sit beside individual Rocks on the same board.

Write each Rock so it is measurable and has a clear owner. In monday.com, give every Rock an owner column, a due date set to the last day of the quarter, a status column, and an optional link to the V/TO goal it supports. Break larger Rocks into sub-items or milestones so progress is visible week to week. For deeper detail on structuring them, see our guide on EOS Rocks in monday.com.

How Do You Use the Issues List and IDS During a Quarterly?

Use the Issues List to capture everything that needs a decision, then run IDS (Identify, Discuss, Solve) on the most important items until time runs out or the list is clear. In a Quarterly, the Issues List is often longer than in a weekly meeting, so prioritization matters. The team picks the top few issues, works them one at a time, and leaves the rest for upcoming L10 Meetings.

Start by sorting the Issues List by the priority the team gave it before the session. In monday.com, a simple rating column and a filtered view make this easy. The Integrator then reads the top issue aloud, and the team begins IDS. Identify means stating the real root issue, not the symptom. Discuss means everyone shares input on that issue and nothing else. Solve means ending with a clear decision, usually a To-Do, a new Rock, or a change to the V/TO.

Quarterly sessions tend to surface bigger, strategic issues, such as role fit, capacity, process breakdowns, or priorities that conflict. Those deserve the full IDS treatment. Smaller operational issues can be handed off as To-Dos with owners and due dates, so they do not eat the time the team needs for the conversations only the leadership team can have.

When an issue is solved, update its status in monday.com on the spot and create the linked To-Do or Rock from the same item. Doing it live prevents the common problem where decisions are made in the room and then forgotten by Monday. Our walkthrough on running IDS in monday.com covers the board structure in detail.

How Do You Keep Momentum Between Quarterly Sessions?

Momentum comes from tying the new Rocks, Scorecard, and Issues List into the weekly L10 Meeting, so the plan is reviewed every week instead of only every 90 days. In monday.com, that means every decision from the Quarterly lives on a board the team already opens each week. The session ends with commitments, and the L10 Meeting is where those commitments get checked.

Right after the session, update the L10 Meeting board. The new Rocks should appear in the Rock review segment, the Scorecard measurables should reflect any adjusted goals, and any To-Dos created during the session should land in the To-Do list with owners and due dates. Send a short recap of the new Rocks and top decisions to the team so everyone has the same picture of the quarter.

Then use the weekly rhythm to catch problems early. Rocks are reviewed on or off track each week, so a Rock drifting in week three gets raised as an Issue instead of being discovered in week twelve. Automations can help here. A notification when a Rock's status changes to off track, or a reminder when a To-Do is overdue, keeps the quarter visible without extra meetings. The Scorecard guide shows how to build the weekly numbers that feed that review.

Finally, build a simple mid-quarter checkpoint into the calendar. It does not need to be another full session. A short review of Rock progress and the Issues List around the halfway point helps the team adjust early. Then, as the quarter ends, the cycle repeats: pre-work, review, new Rocks, and IDS. If you would like OrangeDot to set this up for you, Starter packages begin at $2,500 for 10 hours and Standard packages at $5,000 for 20 hours.

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