Quarterly Rocks Tracker

quarterly-rocks-tracker

The problem this solves: every agency sets quarterly priorities. Most of them are verbal, live in someone's head or a Notion page nobody reopens, and by week 8 nobody can say — honestly — whether the thing is on track. So the quarterly review becomes a scramble to remember what was even promised, and Rocks quietly become "things we meant to do." The fix isn't a fancier tracker. It's an agent that already knows what was promised, checks in on it every week without being asked, and tells you the truth before the meeting instead of you finding out in the meeting.

Rocks only work if someone notices when they stall — early enough to fix it, not late enough to explain it. This skill is that someone.

Say this to your agent

"Track our Q Rocks. Here's the list: <owner, Rock, one-line success measure, due date>. Every Monday, check in on each Rock's actual status against its measure — pull from wherever the work lives (ClickUp, the repo, the CRM) — and give me a one-line on-track / at-risk / off-track read per Rock, with the specific reason if it's not on-track. Roll that into the Rocks section of my L10 agenda. At quarter close, give me a plain done/not-done for every Rock — no partial credit, no reframing."

What a Rock actually is (the EOS definition, kept strict)

A Rock is a 90-day priority with one owner and one measurable finish line — not a theme, not an area of focus, not "get better at X." If your agent can't tell whether a Rock is done by checking one concrete thing, it isn't specified as a Rock yet; it's still an idea.

If a proposed Rock reads like the right column, the first thing this skill does is push back and ask for the one-line success measure before tracking starts.

The pattern (four moves, repeated weekly)

1. Capture the list once, at quarter start. Owner, the Rock in one sentence, its measure of done, and the due date (almost always end of quarter). This is the only manual input the whole quarter — everything after this is the agent checking reality against it.
2. Weekly pulse, same day every week. The agent checks each Rock's actual state — wherever the evidence lives (a ticket board, a repo's commit history, a CRM pipeline stage, a dashboard number) — against its measure, and classifies it: on-track (measure trending to hit by due date), at-risk (behind, but recoverable this quarter), or off-track (won't hit without a real intervention, not just "push harder").
3. Feed the L10, don't replace it. The output is a short per-Rock line the owner reads out loud in the Rocks section of the weekly Level-10 meeting — not a dashboard nobody opens, and not a substitute for the owner actually being accountable in the room. The agent's job is to make sure the status walking into that room is accurate, not to run the meeting.
4. Quarter close is binary. Done or not-done, against the original measure — never rewritten after the fact to look better. A Rock that's 80% done is not-done. That honesty is what makes next quarter's Rocks credible.

Weekly check-in format

## Rocks Pulse — Week of <date>

- [ON-TRACK] <owner> — <Rock>: <one line, evidence>
- [AT-RISK]  <owner> — <Rock>: <one line, what's slipping, days behind>
- [OFF-TRACK] <owner> — <Rock>: <one line, why it won't hit, what intervention is needed>

Rocks needing a conversation this L10: <list, or "none">

Off-track Rocks are named, not buried — the whole point is that a stalling Rock gets seen in week 4, not discovered in week 12.

What goes into the pulse vs. what stays out

Quarter-close verdict

## Q<N> Rocks — Final

- DONE — <owner> — <Rock>: hit <measure> by <date>
- NOT DONE — <owner> — <Rock>: reached <actual>, needed <measure>. Carry to Q<N+1>? <yes/no + why>

Hit rate: <X of Y> Rocks done.

A healthy hit rate is usually 70–80%, not 100% — if every Rock always lands, the team is sandbagging the Rocks, not achieving them.

What a good result looks like

• Nobody walks into the L10 unsure whether a Rock is in trouble — the read is already on the page.
• An off-track Rock gets caught in week 4–6, while there's still time to fix it, not at the quarter-close meeting when it's too late.
• Quarter-close is a two-minute read of dones and not-dones, not a debate about what "done" means.
• Owners trust the tracker because it never softens a verdict to spare feelings — that trust is what makes them actually use it instead of managing around it.

The rules it runs under

1. One owner per Rock, always. A Rock with two owners has zero owners — if a Rock arrives without a single named owner, the skill asks for one before tracking starts.
2. Never invent progress. If the evidence source is unclear or unavailable that week, report "unknown — need to confirm," not a guessed status.
3. No retroactive rewriting of the measure. If the goalposts genuinely need to move mid-quarter, that's a visible decision logged with a reason — never a silent edit.
4. Composes with agency-scorecard (the weekly numbers) and agent-runbook (how the underlying work actually gets executed) — this skill is the Rocks layer of your L10, not a replacement for either.