07/20/2026
It was 95° outside last week, yet half the ® team was sitting in our quarterly meeting wearing hoodies because the conference room was set to Arctic mode.
In order to break the ice, we always kick off quarterly planning with a simple check-in. Each team member shares:
• A personal and business win from the last quarter
• What's working (and what's not)
• What they're most excited about next quarter
• What they hope to get out of the meeting
It only takes 15 minutes, but it completely changes the energy of the room. Before we talk strategy, everyone has a chance to be heard.
What's one thing your team does to kick off planning days? Any non-negotiable rituals worth stealing?