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Quarterly rocks template: how to set priorities that actually get done

"Rocks" are the three to seven most important things a team commits to finishing in the next 90 days. This guide shows how to choose them, how to write one well (with good and bad examples side by side), how to track them weekly in two minutes, and what to do when one goes off track. Free tracker download included.

"Rocks" is the quarterly-priority concept popularized by the Entrepreneurial Operating System® (EOS®). Enginely is independent and not affiliated with or endorsed by EOS Worldwide, LLC. Inside Enginely these are called Priorities.

What a rock is

A rock is a quarterly priority: a specific, finishable outcome with one owner and a due date at or before the end of the quarter. The name comes from the familiar jar analogy — put the big rocks in first, then the gravel, then the sand, or the big things never fit. Day-to-day work is the sand; it fills every week on its own. Rocks are the few things that would not happen this quarter unless someone deliberately protects time for them.

Rocks sit between the annual plan and the weekly to-do list. The annual plan says where the business needs to be in twelve months. Rocks break that into 90-day chunks. The weekly meeting checks, in one word per rock, whether each is on track — and the to-do list holds the seven-day steps that move them.

How many rocks should a team have?

Three to seven for the company or leadership team, and one to three per person. That feels too few to almost everyone the first time, which is the point: if everything is a priority, nothing is. A team that sets twelve rocks usually finishes four, and not always the right four. A team that sets five and finishes five builds the habit — and the trust — that makes the next quarter better.

Individual rocks should roll up. Each leadership-team member owns one or two of the company rocks plus, if needed, a departmental rock of their own. Anyone whose calendar is already full of rocks from three different teams is a planning problem worth raising before the quarter starts, not in week nine.

How to write a good rock

A good rock passes one test: on the last day of the quarter, everyone in the room would agree whether it is done or not done, without debate. To get there, every rock needs:

Good vs. bad rocks

Weak rockStrong rockWhy it's better
Work on hiringHire 2 account executives who start by Sep 30 (Priya)Countable, dated, one owner
Improve customer onboardingCut average onboarding from 21 to 10 days for new accounts signed this quarter (Jordan)Baseline, target, scope
New websiteLaunch the redesigned pricing and product pages, live by Aug 15 (Marcus)Defines what "done" means
Look into a CRMChoose a CRM and migrate all open deals, with the team trained, by Sep 30 (Derek)An outcome, not research
Reduce churnLaunch a 30/60/90-day check-in program covering 100% of accounts over $10k ARR (Aisha)Controllable by the owner this quarter
Get organizedDocument the 5 core delivery processes and have each owner sign off (Jordan)Specific deliverable and standard

Notice the last two rows. "Reduce churn" is a result the owner cannot fully control within a quarter; the strong version is the controllable project most likely to move it. Put the result itself on the weekly scorecard, where you can watch it respond.

Example: one quarter's rocks for a leadership team

Here is a realistic set of five company rocks for a 25-person company (made-up data), as they would look in week 7 of the quarter:

RockOwnerDueStatus (wk 7)
Launch partner portal v2 with 10 partners onboardedSarahSep 30On track
Reduce customer acquisition cost by 15% vs Q2MarcusSep 30On track
Hire 2 account executives, both startedPriyaSep 30Off track
Ship the revenue-ops dashboard to the leadership teamJordanAug 31On track
Roll out NPS survey to every active accountAishaSep 15On track

The hiring rock is off track, so it goes to the issues list for this week's meeting. The team might learn the real blocker is that the job description attracts the wrong candidates, and leave with a to-do: "Priya rewrites the AE posting and reposts on two new boards by Friday." That is the rock system working — the problem surfaced in week 7, not week 13.

How to set rocks at the start of a quarter

  1. Review last quarter. Done or not done for each rock, no partial credit. Carry an unfinished rock forward only if it is still one of the most important things — and rewrite it, don't copy it.
  2. Brainstorm everything. Each person lists what they think must get done in the next 90 days. Expect 15 to 30 candidates.
  3. Keep, kill, combine. Go through the list quickly. Most items are really to-dos (done in a week), belong on the scorecard (a number to watch), or can wait a quarter.
  4. Pick the three to seven. Ask: if we finish only these, will it have been a good quarter? Tie each back to the annual plan.
  5. Assign owners and write them well. Use the checklist above. Read each one aloud and ask the room whether they would agree on done/not done in 90 days.
  6. Then set individual rocks. Each person sets one to three of their own, and checks that their calendar can actually hold them.

How to track rocks in the weekly meeting

Rock review takes about five minutes in a weekly meeting (see the weekly meeting agenda template). Each owner says one word per rock: on track or off track. No status reports, no slide decks. If a rock is off track — or the owner is unsure — it drops to the issues list, where the team works through it using the identify–discuss–solve method.

"On track" means "I will finish this by the due date", not "I've made some progress". Owners who say "on track" for twelve weeks and then miss are the most common rock failure — and the fix is cultural, not procedural: make "off track" a normal, safe thing to say early.

Tip: break every rock into milestones before week 2. A rock with three dated milestones (for example: job posted by week 2, first interviews by week 5, offers out by week 9) makes on/off-track calls honest instead of optimistic.

Common rock mistakes

Tracking rocks in a spreadsheet vs. in Enginely

A shared spreadsheet works for the first quarter or two — the free toolkit below includes one with Priorities, Scorecard, and To-Dos tabs. Teams usually move to software when they want the weekly on/off check built into the meeting itself, off-track rocks pushed straight onto the issues list, and past quarters kept with the meeting history.

In Enginely, rocks are called Priorities. Each has an owner, due date and progress, and is marked on or off track during the meeting in one click; an off-track priority drops to the issues list; past quarters stay in your meeting history. It is free for teams of up to 10 and $49/month flat for up to 25 people.

Get the free priorities tracker (plus agenda and slides)

  • 📄 Agenda one-pager — printable, editable in Word or Google Docs
  • 📊 Scorecard tracker — Scorecard + Priorities + To-Dos tabs, editable in Excel or Google Sheets
  • 🖥️ Facilitator slide deck — PowerPoint, one slide per agenda section

Just your email — no account, no password.

Run it live

Keep this quarter’s rocks in front of the team every week.

Set your priorities once; Enginely asks for on/off track in every meeting and routes anything off track to the issues list. Free for up to 10 people.

Frequently asked questions

What are quarterly rocks?

Rocks are a team's three to seven most important priorities for the next 90 days. Each is a specific, finishable outcome with one owner and a due date inside the quarter. The concept was popularized by EOS®; Enginely calls them Priorities.

How many rocks should each person have?

One to three per person, and three to seven for the company or leadership team. Fewer, finished rocks beat a long list that is half done.

What makes a good rock?

A clear finish line everyone would agree on at the end of the quarter: an outcome (not an activity), a number or definition of done, one owner, and a due date. For example, "Hire 2 account executives who start by Sep 30" rather than "Work on hiring".

How do you track rocks weekly?

In the weekly meeting each owner says "on track" or "off track" for each rock. Off-track rocks go to the issues list to be solved later in the meeting. It takes about five minutes.

What happens to rocks that are not finished by the end of the quarter?

They are marked not done — no partial credit. If the outcome is still one of the most important things, rewrite it as a new rock for next quarter rather than copying it over.

What is the difference between a rock and a to-do?

A to-do is a small action finished within about a week. A rock is a larger outcome that takes most of a quarter and is usually moved forward by several to-dos.

Is there a free rocks template?

Yes. The free Enginely toolkit includes a tracker for Excel or Google Sheets with Priorities, Scorecard and To-Dos tabs, plus a printable agenda and a facilitator slide deck. Enter your email on this page to receive it.