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5 Tips for a productive, efficient and FUN Quarterly Conversation™

5 Tips for a productive, efficient and FUN Quarterly Conversation™

Sometimes, having a successful Quarterly Conversation means having difficult conversations. But you know what? Difficult conversations almost always facilitate growth, and they don’t have to keep you from having a fun, productive meeting. Check out our best tips for making your Quarterly Conversations productive, efficient and fun right in our software.

business people having meeting
Scorecards vs. Dashboards

Scorecards vs. Dashboards

This article originally appeared on the EOS Worldwide blog on December 16, 2019, and written by Ed Callahan.

The Scorecard is one of the foundational tools we teach our EOS® clients. When I explain that it is a tool to enable management by exception, many of my clients respond that they do that already with a dashboard.

Run Better Meetings

Level 10 Meetings

Team meeting portal

One-on-one Meetings

One-on-one meeting portal

Texting Actions

Capture items from your phone


Visualize and give live examples of your ideas

Measure Success


Measurables to track each week


Goals to complete each quarter

Optimize workflows


Items to complete each week


Identify issues to discuss and solve

Zapier Integration

Connect with your favorite platforms

Promote Transparency

Accountability Chart

Company functions and roles


Company and department vision and traction


Keep your EOS Docs in one convenient place

Process documentation

Made possible by Whale

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