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Starting Q3 Off on the Right Foot

Starting Q3 Off on the Right Foot

Does your company have a quarterly retreat? The It Crowd does, and here’s why-

The It Crowd implemented EOS in 2018 after our founder, Lindsey, read the book Traction. This book and program completely changed the trajectory of The It Crowd. The EOS program has allowed our company to address and improve issues, set goals that are actionable, and proudly take ownership of our work. We spend the majority of our time focusing on our clients, but EOS allows us to look internally!

As a business owner, you know how difficult it is to take the time to focus on the “why” behind everything you do on a daily basis. We’ve learned that quarterly retreats are a perfect way to block time out for reflection and strategize growth, both internally and externally.

Every quarter we recap big wins and address opportunities to improve. We prioritize transparency with our team at these retreats by giving insight into the company’s growth or shortcomings. We believe that transparency enables our team to know that they are part of a larger mission and vision than their day-to-day tasks. It is easy to get caught in the monotony of checking boxes, but our quarterly retreats center us back on larger goals.

Additionally, each quarter team members present “rocks” or projects to build on our company. These rocks are an incredible way for our team to prioritize the company and take ownership of projects they are passionate about. When we reflect on all the growth that’s come from these projects, it’s really fun to see all that’s come from them–our podcast, our new project management software, our influencer strategy, TONS of digital organization, and more!

At the end of a retreat, we discuss issues that need to be addressed in the coming quarter, and allocate a new round of “rocks.” These projects ensure a consistent focus on The It Crowd throughout the year. After all, growth does happen when you’re standing still!

For example, one recent rock was focused on helping The It Crowd’s presence grow. From this project, we introduced an influencer program and a more systematic approach to press outreach. This quarter we also faced the issue of inconsistent employee training, so we developed a digital training platform packed full of training videos, assignments, and company policy that all align with our culture. Rather than shying away from growth opportunities, we now have a tested approach to embrace them!

We could go on and on about the growth that has come from rocks and retreats. At the end of the day, we have a team that cares deeply about the health and growth of The It Crowd, and we couldn’t be more thankful!

Does your company use retreats? What do you love about them? What would you change? Where do you think we should go on our next retreat?

If you want to learn more about EOS, our retreat schedule, or even fun activities and locations for your next retreat, we’d love to share more of our experience!

Frequently Asked Questions

What is EOS and how does it connect to quarterly retreats?
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EOS, or the Entrepreneurial Operating System, is a framework that helps businesses clarify goals, address issues, and build accountability. At The it Crowd, EOS guides our quarterly retreats by giving us structure to review wins, tackle challenges, and set new “rocks” or projects that push the company forward. It’s the process that keeps us aligned as a team.

Why are quarterly retreats important for businesses in Dallas?
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Quarterly retreats give Dallas businesses a chance to pause, regroup, and set direction beyond daily tasks. In a busy market like ours, it’s easy to lose sight of the bigger picture. Retreats create space to review growth, communicate openly with teams, and plan actionable goals. For companies focused on long-term success, these check-ins can be a real game-changer.

How do “rocks” work during quarterly retreats?
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“Rocks” are short-term projects tied to a company’s larger vision. At our retreats, each team member presents rocks they’ll own for the next quarter. These can range from refining client strategies to launching new internal tools. The idea is to focus on a few impactful projects at a time so progress feels achievable, measurable, and tied directly to company growth.

What are the benefits of retreats for small businesses and startups?
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For smaller teams, retreats create focus and accountability. Instead of juggling endless to-do lists, you identify a handful of priorities, track them, and celebrate progress every few months. Retreats also strengthen culture—by being transparent about wins and struggles, your team feels connected to the mission. That sense of ownership often sparks ideas and growth you wouldn’t get from day-to-day work alone.

How can The it Crowd help other businesses with retreats and EOS?
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We’ve lived the EOS process since 2018 and built a rhythm of quarterly retreats that drive both internal projects and external results. From building influencer programs to improving digital training, the results speak for themselves. If you’re curious about EOS, retreat planning, or how to set up rocks for your own team, The it Crowd is always open to share insights and lessons learned.