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:

(00:00:00) - Intro

(00:01:24) - Q4 planning and quarterly rocks

(00:02:20) - Implementing EOS across multiple locations

(00:04:56) - Breaking down strategy into weekly goals