(YEAR) - Quarterly Rocks · Business Operations

01

Q1-Rocks Discussion

1 step

1
90-Day Plan (Quarterly Rocks)

Read the full text

1. 90-Day Plan (Quarterly Rocks)

1. Start at the top: theme and critical number.

Before any rocks, name the one number that would tell you the quarter succeeded (revenue, activation rate, churn, cash — whatever is the real constraint right now). Then give the quarter a short theme, a rallying phrase people remember. If you can't name a single critical number, the team isn't aligned yet — resolve that first.

2. Choose 3–6 rocks — and guard the number.

Rocks are the handful of priorities that, if achieved, make the quarter a win. The discipline is subtraction: the power comes from what you leave off. Three focused rocks beat six half-done ones. If everything is a priority, nothing is.

3. Make every rock measurable and owned.

•What — a clear outcome, not an activity. "Launch self-serve onboarding," not "work on onboarding."

•KPI / Measurable — a number and a target, so done is unambiguous. If you can't measure it, reword it until you can.

•Who — exactly one accountable owner per rock. They don't do all the work, but the buck stops with them. Shared ownership is no ownership.

4. Break rocks into the WWW action list.

For each rock, write the next concrete actions as What · Who · When. Keep them small — a week or two of work each — so momentum is visible. Tag each action to its rock (e.g. "R2:") so the link between daily work and the quarter's priorities stays obvious. This is where strategy becomes execution.

5. Set the meeting rhythm.

Cadence is what keeps rocks from drifting. A quick daily huddle surfaces blockers, a weekly meeting reviews the WWW actions, and a monthly review checks rock progress against the critical number. The plan is only as good as the rhythm that maintains it. NOT all have to be meetings. Consider async alternatives.

How to think about it to succeed

1.Focus is the whole game. The value of this tool isn't the list — it's everything you decided not to do this quarter. Protect the short list ruthlessly; new "urgent" things go on next quarter's board, not this one.

2.Outcomes over activity. A rock is something you either hit or missed, measured by a number. If a rock can be "sort of" done, it's written as an activity — rewrite it as a result.

3.Make it visible and rhythmic. Priorities die in silence. A plan reviewed every week in a standing rhythm gets done; a plan filed away does not. Keep it where the team sees it and touch it on schedule.

4.One throat to choke, per rock. Clear single ownership is the difference between a priority that moves and one that everyone assumes someone else is handling.

5.Close the loop. At quarter's end, score each rock done / not done against its measure — honestly. That scoring is what makes the next quarter's plan sharper, and it's the habit that compounds over time.

6.The through-line: fewer priorities, clearly measured, singly owned, executed on a rhythm. That's what separates a plan that ships from a wish list.

02

Q2-Rocks Discussion

1 step

1
90-Day Plan (Quarterly Rocks)

Read the full text

1. 90-Day Plan (Quarterly Rocks)

1. Start at the top: theme and critical number.

Before any rocks, name the one number that would tell you the quarter succeeded (revenue, activation rate, churn, cash — whatever is the real constraint right now). Then give the quarter a short theme, a rallying phrase people remember. If you can't name a single critical number, the team isn't aligned yet — resolve that first.

2. Choose 3–6 rocks — and guard the number.

Rocks are the handful of priorities that, if achieved, make the quarter a win. The discipline is subtraction: the power comes from what you leave off. Three focused rocks beat six half-done ones. If everything is a priority, nothing is.

3. Make every rock measurable and owned.

•What — a clear outcome, not an activity. "Launch self-serve onboarding," not "work on onboarding."

•KPI / Measurable — a number and a target, so done is unambiguous. If you can't measure it, reword it until you can.

•Who — exactly one accountable owner per rock. They don't do all the work, but the buck stops with them. Shared ownership is no ownership.

4. Break rocks into the WWW action list.

For each rock, write the next concrete actions as What · Who · When. Keep them small — a week or two of work each — so momentum is visible. Tag each action to its rock (e.g. "R2:") so the link between daily work and the quarter's priorities stays obvious. This is where strategy becomes execution.

5. Set the meeting rhythm.

Cadence is what keeps rocks from drifting. A quick daily huddle surfaces blockers, a weekly meeting reviews the WWW actions, and a monthly review checks rock progress against the critical number. The plan is only as good as the rhythm that maintains it. NOT all have to be meetings. Consider async alternatives.

How to think about it to succeed

1.Focus is the whole game. The value of this tool isn't the list — it's everything you decided not to do this quarter. Protect the short list ruthlessly; new "urgent" things go on next quarter's board, not this one.

2.Outcomes over activity. A rock is something you either hit or missed, measured by a number. If a rock can be "sort of" done, it's written as an activity — rewrite it as a result.

3.Make it visible and rhythmic. Priorities die in silence. A plan reviewed every week in a standing rhythm gets done; a plan filed away does not. Keep it where the team sees it and touch it on schedule.

4.One throat to choke, per rock. Clear single ownership is the difference between a priority that moves and one that everyone assumes someone else is handling.

5.Close the loop. At quarter's end, score each rock done / not done against its measure — honestly. That scoring is what makes the next quarter's plan sharper, and it's the habit that compounds over time.

6.The through-line: fewer priorities, clearly measured, singly owned, executed on a rhythm. That's what separates a plan that ships from a wish list.

03

Q3-Rocks Discussion

1 step

1
90-Day Plan (Quarterly Rocks)

Read the full text

1. 90-Day Plan (Quarterly Rocks)

1. Start at the top: theme and critical number.

Before any rocks, name the one number that would tell you the quarter succeeded (revenue, activation rate, churn, cash — whatever is the real constraint right now). Then give the quarter a short theme, a rallying phrase people remember. If you can't name a single critical number, the team isn't aligned yet — resolve that first.

2. Choose 3–6 rocks — and guard the number.

Rocks are the handful of priorities that, if achieved, make the quarter a win. The discipline is subtraction: the power comes from what you leave off. Three focused rocks beat six half-done ones. If everything is a priority, nothing is.

3. Make every rock measurable and owned.

•What — a clear outcome, not an activity. "Launch self-serve onboarding," not "work on onboarding."

•KPI / Measurable — a number and a target, so done is unambiguous. If you can't measure it, reword it until you can.

•Who — exactly one accountable owner per rock. They don't do all the work, but the buck stops with them. Shared ownership is no ownership.

4. Break rocks into the WWW action list.

For each rock, write the next concrete actions as What · Who · When. Keep them small — a week or two of work each — so momentum is visible. Tag each action to its rock (e.g. "R2:") so the link between daily work and the quarter's priorities stays obvious. This is where strategy becomes execution.

5. Set the meeting rhythm.

Cadence is what keeps rocks from drifting. A quick daily huddle surfaces blockers, a weekly meeting reviews the WWW actions, and a monthly review checks rock progress against the critical number. The plan is only as good as the rhythm that maintains it. NOT all have to be meetings. Consider async alternatives.

How to think about it to succeed

1.Focus is the whole game. The value of this tool isn't the list — it's everything you decided not to do this quarter. Protect the short list ruthlessly; new "urgent" things go on next quarter's board, not this one.

2.Outcomes over activity. A rock is something you either hit or missed, measured by a number. If a rock can be "sort of" done, it's written as an activity — rewrite it as a result.

3.Make it visible and rhythmic. Priorities die in silence. A plan reviewed every week in a standing rhythm gets done; a plan filed away does not. Keep it where the team sees it and touch it on schedule.

4.One throat to choke, per rock. Clear single ownership is the difference between a priority that moves and one that everyone assumes someone else is handling.

5.Close the loop. At quarter's end, score each rock done / not done against its measure — honestly. That scoring is what makes the next quarter's plan sharper, and it's the habit that compounds over time.

6.The through-line: fewer priorities, clearly measured, singly owned, executed on a rhythm. That's what separates a plan that ships from a wish list.

04

Q4-Rocks Discussion

1 step

1
90-Day Plan (Quarterly Rocks)

Read the full text

1. 90-Day Plan (Quarterly Rocks)

1. Start at the top: theme and critical number.

Before any rocks, name the one number that would tell you the quarter succeeded (revenue, activation rate, churn, cash — whatever is the real constraint right now). Then give the quarter a short theme, a rallying phrase people remember. If you can't name a single critical number, the team isn't aligned yet — resolve that first.

2. Choose 3–6 rocks — and guard the number.

Rocks are the handful of priorities that, if achieved, make the quarter a win. The discipline is subtraction: the power comes from what you leave off. Three focused rocks beat six half-done ones. If everything is a priority, nothing is.

3. Make every rock measurable and owned.

•What — a clear outcome, not an activity. "Launch self-serve onboarding," not "work on onboarding."

•KPI / Measurable — a number and a target, so done is unambiguous. If you can't measure it, reword it until you can.

•Who — exactly one accountable owner per rock. They don't do all the work, but the buck stops with them. Shared ownership is no ownership.

4. Break rocks into the WWW action list.

For each rock, write the next concrete actions as What · Who · When. Keep them small — a week or two of work each — so momentum is visible. Tag each action to its rock (e.g. "R2:") so the link between daily work and the quarter's priorities stays obvious. This is where strategy becomes execution.

5. Set the meeting rhythm.

Cadence is what keeps rocks from drifting. A quick daily huddle surfaces blockers, a weekly meeting reviews the WWW actions, and a monthly review checks rock progress against the critical number. The plan is only as good as the rhythm that maintains it. NOT all have to be meetings. Consider async alternatives.

How to think about it to succeed

1.Focus is the whole game. The value of this tool isn't the list — it's everything you decided not to do this quarter. Protect the short list ruthlessly; new "urgent" things go on next quarter's board, not this one.

2.Outcomes over activity. A rock is something you either hit or missed, measured by a number. If a rock can be "sort of" done, it's written as an activity — rewrite it as a result.

3.Make it visible and rhythmic. Priorities die in silence. A plan reviewed every week in a standing rhythm gets done; a plan filed away does not. Keep it where the team sees it and touch it on schedule.

4.One throat to choke, per rock. Clear single ownership is the difference between a priority that moves and one that everyone assumes someone else is handling.

5.Close the loop. At quarter's end, score each rock done / not done against its measure — honestly. That scoring is what makes the next quarter's plan sharper, and it's the habit that compounds over time.

6.The through-line: fewer priorities, clearly measured, singly owned, executed on a rhythm. That's what separates a plan that ships from a wish list.

05

Q1-Rocks (AI Automation)

3 steps

1
Upload or paste your company's Annual Objectives & Key Results (OKRs) or notes about "Quarterly Rocks".
2
🧠 AI Strategic Analysis & Dependency Mapping & Generate the Quarterly Rocks & Proposed Plan
3
Team Review, Alignment, Refinement & Approval

Read the full text

1. Upload or paste your company's Annual Objectives & Key Results (OKRs) or notes about "Quarterly Rocks".

Upload or paste your company's Annual Objectives & Key Results (OKRs) for this year, along with any relevant strategic notes, constraints, or previous discussions. Be sure to include:

•Annual revenue, growth, or product targets.

•Key strategic decisions or resource limitations.

•Any draft thoughts or ideas your team already discussed regarding potential Quarterly Rocks for this quarter.

Upload files or add links

2. 🧠 AI Strategic Analysis & Dependency Mapping & Generate the Quarterly Rocks & Proposed Plan

AI processes all uploaded documents and background context to evaluate logical execution paths:

•Dependency Check: Identifies what foundational work must happen first (e.g., fixing onboarding before scaling user acquisition).

•Workload Capacity: Filters priorities down to a realistic load of 3 to 6 major focus areas per quarter.

•4-Quarter Sequencing: Maps high-level priorities across Q1 through Q4 to ensure smooth multi-quarter progress.

🎯 Next, generate the Quarterly Rocks & Proposed Plan

Selects the top 3–6 Quarterly Rocks for your target quarter based on the analysis and generates a complete 90-Day Plan proposal:

•Assigns a clear KPI / Measurable Target and Accountable Owner for each Rock.

•Defines immediate Execution Steps (WWW: What, Who, When) for Weeks 1–4.

•Populates the overall Quarterly Theme, Critical Number, and Meeting Rhythm.

Consider this prompt when creating the document: AI Prompt Template - Annual Goals to 90-Day Plan

Upload files or add links

3. Team Review, Alignment, Refinement & Approval

Review the AI-generated proposal with your leadership or execution team during your quarterly planning session. Update the final version and share with the team.

Choose one

Approve
Request changes
Decline

06

Q2-Rocks (AI Automation)

3 steps

1
Upload or paste your company's Annual Objectives & Key Results (OKRs) or notes about "Quarterly Rocks".
2
🧠 AI Strategic Analysis & Dependency Mapping & Generate the Quarterly Rocks & Proposed Plan
3
Team Review, Alignment, Refinement & Approval

Read the full text

1. Upload or paste your company's Annual Objectives & Key Results (OKRs) or notes about "Quarterly Rocks".

Upload or paste your company's Annual Objectives & Key Results (OKRs) for this year, along with any relevant strategic notes, constraints, or previous discussions. Be sure to include:

•Annual revenue, growth, or product targets.

•Key strategic decisions or resource limitations.

•Any draft thoughts or ideas your team already discussed regarding potential Quarterly Rocks for this quarter.

Upload files or add links

2. 🧠 AI Strategic Analysis & Dependency Mapping & Generate the Quarterly Rocks & Proposed Plan

AI processes all uploaded documents and background context to evaluate logical execution paths:

•Dependency Check: Identifies what foundational work must happen first (e.g., fixing onboarding before scaling user acquisition).

•Workload Capacity: Filters priorities down to a realistic load of 3 to 6 major focus areas per quarter.

•4-Quarter Sequencing: Maps high-level priorities across Q1 through Q4 to ensure smooth multi-quarter progress.

🎯 Next, generate the Quarterly Rocks & Proposed Plan

Selects the top 3–6 Quarterly Rocks for your target quarter based on the analysis and generates a complete 90-Day Plan proposal:

•Assigns a clear KPI / Measurable Target and Accountable Owner for each Rock.

•Defines immediate Execution Steps (WWW: What, Who, When) for Weeks 1–4.

•Populates the overall Quarterly Theme, Critical Number, and Meeting Rhythm.

Consider this prompt when creating the document: AI Prompt Template - Annual Goals to 90-Day Plan

Upload files or add links

3. Team Review, Alignment, Refinement & Approval

Review the AI-generated proposal with your leadership or execution team during your quarterly planning session. Update the final version and share with the team.

Choose one

Approve
Request changes
Decline

07

Q3-Rocks (AI Automation)

3 steps

1
Upload or paste your company's Annual Objectives & Key Results (OKRs) or notes about "Quarterly Rocks".
2
🧠 AI Strategic Analysis & Dependency Mapping & Generate the Quarterly Rocks & Proposed Plan
3
Team Review, Alignment, Refinement & Approval

Read the full text

1. Upload or paste your company's Annual Objectives & Key Results (OKRs) or notes about "Quarterly Rocks".

Upload or paste your company's Annual Objectives & Key Results (OKRs) for this year, along with any relevant strategic notes, constraints, or previous discussions. Be sure to include:

•Annual revenue, growth, or product targets.

•Key strategic decisions or resource limitations.

•Any draft thoughts or ideas your team already discussed regarding potential Quarterly Rocks for this quarter.

Upload files or add links

2. 🧠 AI Strategic Analysis & Dependency Mapping & Generate the Quarterly Rocks & Proposed Plan

AI processes all uploaded documents and background context to evaluate logical execution paths:

•Dependency Check: Identifies what foundational work must happen first (e.g., fixing onboarding before scaling user acquisition).

•Workload Capacity: Filters priorities down to a realistic load of 3 to 6 major focus areas per quarter.

•4-Quarter Sequencing: Maps high-level priorities across Q1 through Q4 to ensure smooth multi-quarter progress.

🎯 Next, generate the Quarterly Rocks & Proposed Plan

Selects the top 3–6 Quarterly Rocks for your target quarter based on the analysis and generates a complete 90-Day Plan proposal:

•Assigns a clear KPI / Measurable Target and Accountable Owner for each Rock.

•Defines immediate Execution Steps (WWW: What, Who, When) for Weeks 1–4.

•Populates the overall Quarterly Theme, Critical Number, and Meeting Rhythm.

Consider this prompt when creating the document: AI Prompt Template - Annual Goals to 90-Day Plan

Upload files or add links

3. Team Review, Alignment, Refinement & Approval

Review the AI-generated proposal with your leadership or execution team during your quarterly planning session. Update the final version and share with the team.

Choose one

Approve
Request changes
Decline

08

Q4-Rocks (AI Automation)

3 steps

1
Upload or paste your company's Annual Objectives & Key Results (OKRs) or notes about "Quarterly Rocks".
2
🧠 AI Strategic Analysis & Dependency Mapping & Generate the Quarterly Rocks & Proposed Plan
3
Team Review, Alignment, Refinement & Approval

Read the full text

1. Upload or paste your company's Annual Objectives & Key Results (OKRs) or notes about "Quarterly Rocks".

Upload or paste your company's Annual Objectives & Key Results (OKRs) for this year, along with any relevant strategic notes, constraints, or previous discussions. Be sure to include:

•Annual revenue, growth, or product targets.

•Key strategic decisions or resource limitations.

•Any draft thoughts or ideas your team already discussed regarding potential Quarterly Rocks for this quarter.

Upload files or add links

2. 🧠 AI Strategic Analysis & Dependency Mapping & Generate the Quarterly Rocks & Proposed Plan

AI processes all uploaded documents and background context to evaluate logical execution paths:

•Dependency Check: Identifies what foundational work must happen first (e.g., fixing onboarding before scaling user acquisition).

•Workload Capacity: Filters priorities down to a realistic load of 3 to 6 major focus areas per quarter.

•4-Quarter Sequencing: Maps high-level priorities across Q1 through Q4 to ensure smooth multi-quarter progress.

🎯 Next, generate the Quarterly Rocks & Proposed Plan

Selects the top 3–6 Quarterly Rocks for your target quarter based on the analysis and generates a complete 90-Day Plan proposal:

•Assigns a clear KPI / Measurable Target and Accountable Owner for each Rock.

•Defines immediate Execution Steps (WWW: What, Who, When) for Weeks 1–4.

•Populates the overall Quarterly Theme, Critical Number, and Meeting Rhythm.

Consider this prompt when creating the document: AI Prompt Template - Annual Goals to 90-Day Plan

Upload files or add links

3. Team Review, Alignment, Refinement & Approval

Review the AI-generated proposal with your leadership or execution team during your quarterly planning session. Update the final version and share with the team.

Choose one

Approve
Request changes
Decline