StarZero All shows Try the podcast clipper →

Apr 14, 2025 · 20m · founders-journal

How to run a quarterly offsite

Alex Lieberman · 18m spoken
0:00 / 0:00

gold bands on the timeline = statements, start to end. Hover to read, click to jump. CC turns on captions

In this episode of Founders Journal, Alex Lieberman delivers an actionable masterclass on how to organize and execute high-impact quarterly leadership offsites using the Entrepreneurial Operating System (EOS). Drawing on real-world examples from his company StoryArb, he breaks down executive team structure, diagnostic evaluation tools, agenda facilitation, and structured problem-solving.

How this conversation actually went

Every chapter scored 0–10 on four independent dynamics. Hover any point for the reasoning behind the score. Alex holds 100% of the talking time here. How this is scored →

Alex as informed peer 0.0 Guest teaching 0.0 Guest disagreement 0.0 Alex pushing back 0.0
05100:0010:0020:003:36–7:24 · Alex as informed peer 0/10 The Strategic Importance and High Stakes of Offsites This is a solo monologue episode hosted by Alex Lieberman discussing the structure and stakes of leadership offsites. With no active guest interaction, all dynamic scores are zero.7:24–12:01 · Alex as informed peer 0/10 Maintaining Meeting Discipline and Program Facilitation Alex details meeting facilitation discipline, EOS implementers, and initial offsite check-ins in a solo presentation format.12:01–16:10 · Alex as informed peer 0/10 Diagnostic Tools: Org Checkup, Accountability Chart, and People Analyzer Alex explains diagnostic tools including the Organizational Checkup, Accountability Chart, and People Analyzer in a monologue lecture.16:10–18:58 · Alex as informed peer 0/10 Actionable Problem Solving: Quarterly Rocks and the IDS Method Alex breaks down setting quarterly rocks and walking through the Identify, Discuss, and Solve (IDS) framework solo.18:58–20:09 · Alex as informed peer 0/10 Offsite Conclusion: Action Alignment and Meeting Scorecards The host wraps up the episode reviewing final alignment steps, scorecards, and scheduling the next offsite.3:36–7:24 · Guest teaching 0/10 The Strategic Importance and High Stakes of Offsites This is a solo monologue episode hosted by Alex Lieberman discussing the structure and stakes of leadership offsites. With no active guest interaction, all dynamic scores are zero.7:24–12:01 · Guest teaching 0/10 Maintaining Meeting Discipline and Program Facilitation Alex details meeting facilitation discipline, EOS implementers, and initial offsite check-ins in a solo presentation format.12:01–16:10 · Guest teaching 0/10 Diagnostic Tools: Org Checkup, Accountability Chart, and People Analyzer Alex explains diagnostic tools including the Organizational Checkup, Accountability Chart, and People Analyzer in a monologue lecture.16:10–18:58 · Guest teaching 0/10 Actionable Problem Solving: Quarterly Rocks and the IDS Method Alex breaks down setting quarterly rocks and walking through the Identify, Discuss, and Solve (IDS) framework solo.18:58–20:09 · Guest teaching 0/10 Offsite Conclusion: Action Alignment and Meeting Scorecards The host wraps up the episode reviewing final alignment steps, scorecards, and scheduling the next offsite.3:36–7:24 · Guest disagreement 0/10 The Strategic Importance and High Stakes of Offsites This is a solo monologue episode hosted by Alex Lieberman discussing the structure and stakes of leadership offsites. With no active guest interaction, all dynamic scores are zero.7:24–12:01 · Guest disagreement 0/10 Maintaining Meeting Discipline and Program Facilitation Alex details meeting facilitation discipline, EOS implementers, and initial offsite check-ins in a solo presentation format.12:01–16:10 · Guest disagreement 0/10 Diagnostic Tools: Org Checkup, Accountability Chart, and People Analyzer Alex explains diagnostic tools including the Organizational Checkup, Accountability Chart, and People Analyzer in a monologue lecture.16:10–18:58 · Guest disagreement 0/10 Actionable Problem Solving: Quarterly Rocks and the IDS Method Alex breaks down setting quarterly rocks and walking through the Identify, Discuss, and Solve (IDS) framework solo.18:58–20:09 · Guest disagreement 0/10 Offsite Conclusion: Action Alignment and Meeting Scorecards The host wraps up the episode reviewing final alignment steps, scorecards, and scheduling the next offsite.3:36–7:24 · Alex pushing back 0/10 The Strategic Importance and High Stakes of Offsites This is a solo monologue episode hosted by Alex Lieberman discussing the structure and stakes of leadership offsites. With no active guest interaction, all dynamic scores are zero.7:24–12:01 · Alex pushing back 0/10 Maintaining Meeting Discipline and Program Facilitation Alex details meeting facilitation discipline, EOS implementers, and initial offsite check-ins in a solo presentation format.12:01–16:10 · Alex pushing back 0/10 Diagnostic Tools: Org Checkup, Accountability Chart, and People Analyzer Alex explains diagnostic tools including the Organizational Checkup, Accountability Chart, and People Analyzer in a monologue lecture.16:10–18:58 · Alex pushing back 0/10 Actionable Problem Solving: Quarterly Rocks and the IDS Method Alex breaks down setting quarterly rocks and walking through the Identify, Discuss, and Solve (IDS) framework solo.18:58–20:09 · Alex pushing back 0/10 Offsite Conclusion: Action Alignment and Meeting Scorecards The host wraps up the episode reviewing final alignment steps, scorecards, and scheduling the next offsite.

speaking balance: gold is Alex, purple is the guest (3 minute bins)

0:00 · Alex 100% · guest 0%0:00 · Alex 100% · guest 0%3:00 · Alex 100% · guest 0%3:00 · Alex 100% · guest 0%6:00 · Alex 100% · guest 0%6:00 · Alex 100% · guest 0%9:00 · Alex 99.9% · guest 0.1%9:00 · Alex 99.9% · guest 0.1%12:00 · Alex 100% · guest 0%12:00 · Alex 100% · guest 0%15:00 · Alex 100% · guest 0%15:00 · Alex 100% · guest 0%18:00 · Alex 100% · guest 0%18:00 · Alex 100% · guest 0%
Sharpest disagreement ▶ 3:36 N/A - Solo Monologue

There is no guest combativeness as the episode is a solo presentation by the host.

 Hardest push from Alex ▶ 3:36 N/A - Solo Monologue

There is no host pushback against a guest because this episode is an instructional monologue.

 Biggest teaching moment ▶ 3:36 N/A - Solo Monologue

No schooling occurs between participants due to the solo diary format of the podcast.

 Alex holds their own ▶ 3:36 N/A - Solo Monologue

No conversational counter-arguments occur as the host is directly teaching concepts to the audience.
the scores for every segment, with the reasoning behind each
ChapterTopicAlex as informed peerGuest teachingGuest disagreementAlex pushing backWhy
The Strategic Importance and High Stakes of Offsites 0000 This is a solo monologue episode hosted by Alex Lieberman discussing the structure and stakes of leadership offsites. With no active guest interaction, all dynamic scores are zero.
Maintaining Meeting Discipline and Program Facilitation 0000 Alex details meeting facilitation discipline, EOS implementers, and initial offsite check-ins in a solo presentation format.
Diagnostic Tools: Org Checkup, Accountability Chart, and People Analyzer 0000 Alex explains diagnostic tools including the Organizational Checkup, Accountability Chart, and People Analyzer in a monologue lecture.
Actionable Problem Solving: Quarterly Rocks and the IDS Method 0000 Alex breaks down setting quarterly rocks and walking through the Identify, Discuss, and Solve (IDS) framework solo.
Offsite Conclusion: Action Alignment and Meeting Scorecards 0000 The host wraps up the episode reviewing final alignment steps, scorecards, and scheduling the next offsite.

Statements from this episode (6)

Assertion Not checkable as stated
Lieberman: StoryArb January offsite decisions drove seven figures in new revenue
“That decision made during the offsite in January and the ninety-day goals and to-dos that came out of it have literally led to seven figures in new revenue for the business.”
Alex Lieberman Apr 14, 2025 ▶ 4:37
Insight
Lieberman: Leadership teams and offsites should cap at 3 to 7 people
“You should have three to seven people in your leadership offsite because you should only have three to seven people on your leadership team.”
Alex Lieberman Apr 14, 2025 ▶ 4:58
Insight
Lieberman: Shared functional ownership destroys accountability in leadership
“First is you must have one person leading and managing each major function. If you try to make more than one person responsible, no one will be responsible, so pick just one.”
Alex Lieberman Apr 14, 2025 ▶ 6:57
Assertion Supported
Lieberman: Companies pay professional EOS implementers $5,000 to $7,000 per session
“This is why a lot of companies that use EOS or the entrepreneurial operating system for running their business will hire a professional implementer and pay them five to 7000 dollars per session so that no one within the company has to be the bad guy to keep th…”
Alex Lieberman Apr 14, 2025 ▶ 7:38
Disclosure
Lieberman: StoryArb's Quarterly Offsite Is 7.5 Hours and Technology-Free
“Our quarterly offsite at StoryArb is seven and a half hours long. It is technology-free other than the one person who is airplaying to the conference room TV, and relevant documents are printed in advance for people to look at as we move through the agenda.”
Alex Lieberman Apr 14, 2025 ▶ 8:33
Insight
Lieberman: No amount of money can make an employee want a job
“No amount of money can make someone want a job. They need to want it on their own.”
Alex Lieberman Apr 14, 2025 ▶ 15:57
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 200 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.

Try the podcast clipper Learn more