In this episode, the team reflects on their recent annual planning offsite, sharing key takeaways from implementing EOS over the past year. They explore how intentional planning, alignment, and vulnerability create a stronger leadership team and clearer vision. Personal stories, team dynamics, and bonding moments—like poker and skeet shooting—bring the planning process to life. The episode opens with a heartfelt segment about raising awareness for breast cancer through the “Men Wear Pink” campaign.
Key Topics:
- EOS annual planning structure and benefits.
- Team alignment and the value of vulnerability.
- Using offsite retreats for strategic clarity.
- Managing tension vs. drama in leadership.
- How issues lists drive long-term goals.
- The power of reflection and forecasting.
Chapters:
00:00 – Men Wear Pink: Breast cancer awareness + personal story.
03:06 – Annual planning kickoff in Boone, NC.
06:14 – Vision-first planning vs. departmental silos.
11:04 – When to hold annual planning: October vs. January.
15:01 – Offsite benefits: trust, bonding, team health.
22:02 – Forecasting from three-year picture to 90-day rocks.
26:09 – Issues list: turning obstacles into priorities.
32:04 – Commitments to team health and clarity.
35:05 – Poker, personality, and bonding: the unseen benefits.