Use when conducting or reviewing a quarterly planning session for the leadership team
Facilitate the EOS Quarterly Planning Session — the structured half-day meeting where the leadership team scores outgoing Rocks, reviews Scorecard trends, confirms vision alignment, tackles issues via IDS, and sets the next quarter's Rocks. This is "quarterly pulsing" — the bridge between weekly L10 meetings and the Annual Planning session.
Not for: 1-on-1 quarterly conversations (use ceos-quarterly), annual planning with V/TO refresh (use ceos-annual), or weekly meetings (use ceos-l10).
Search upward from the current directory for the marker file. This file marks the root of the CEOS repository.
.ceosIf .ceos is not found, stop and tell the user: "Not in a CEOS repository. Clone your CEOS repo and run setup.sh first."
Sync before use: Once you find the CEOS root, run git -C <ceos_root> pull --ff-only --quiet 2>/dev/null to get the latest data from teammates. If it fails (conflict or offline), continue silently with local data.
| File | Purpose |
|---|---|
data/quarterly/YYYY-QN-planning.md | Quarterly planning session notes (one per quarter) |
data/rocks/YYYY-QN/ | Rock files for each quarter (read for scoring and reference) |
data/scorecard/weeks/ | Weekly scorecard data (read for 13-week trend analysis) |
data/scorecard/metrics.md | Scorecard metric definitions (reference for targets) |
data/vision.md | V/TO document (read 1-Year Plan for Rock alignment) |
data/issues/open/ | Open issues (read for IDS sweep) |
data/issues/solved/ | Solved issues (count for quarter summary) |
templates/quarterly-planning.md | Template for new quarterly planning files |
Each quarterly planning session is a markdown file at data/quarterly/YYYY-QN-planning.md with YAML frontmatter: