EOS Implementation, Quarterly Planning and Setting Revenue Objectives

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by an investor from University of Virginia
in Tampa, FL, USA

1d ago

EOS Implementation, Quarterly Planning and Setting Revenue Objectives | The Intentional Owner

Sam Rosati and Kaustubh Deo discuss quarterly planning, team structure, and financial transparency on The Intentional Owner. Kaustubh is preparing for Blooma's first multi-person quarterly planning session, bringing together functional leaders who previously weren't involved in strategic projects. Sam shares how PSG has implemented EOS across multiple locations, including full-day quarterly sessions and weekly level 10 meetings. The conversation explores when to share P&L data with leadership teams, how to balance special projects with revenue objectives, and why small business financials can be too noisy for monthly reviews. They discuss: • How PSG structures quarterly planning sessions, from taking stock through identifying 30 to 40 issues and prioritizing five to seven as quarterly rocks • Why connecting special projects to measurable KPIs helps leadership teams understand their impact on the broader business • Managing seasonality by timing operational improvements for slow periods while relationship-building happens year-round • The trade-offs between staffing up aggressively during peak season versus artificially throttling growth to maintain team stability This episode offers practical frameworks for owners managing seasonal businesses who want to involve their teams in strategic planning without overwhelming them with financial noise. Topics: 00:00 - Intro 01:24 - Q4 planning and quarterly rocks 02:20 - Implementing EOS across multiple locations 04:56 - Breaking down strategy into weekly goals 06:32 - Building a leadership team at Blooma 11:56 - Planning the offsite agenda 14:15 - P&L visibility for the team 15:15 - Managing noisy small business financials 16:01 - The quarterly planning structure 19:51 - Issue identification and prioritization 27:22 - Planning around seasonal business cycles 33:13 - Special projects in slow seasons 35:33 - Revenue as an output versus input 38:36 - Reacting to slow quarters 42:15 - Sales cycles and seasonal timing 47:36 - Managing growth and staffing seasonally Speaker Profiles: Sam Rosati LinkedIn — / sam-rosati-68787a8 Twitter / X — redacted Website — redacted Kaustubh Deo LinkedIn — / kaustubh-deo Twitter / X — redacted Substack - redacted...

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