Running an estate planning law firm is a juggling act. Clients need your attention, your team needs your guidance, and the day-to-day fires never seem to stop flaring up. Then, before you know it, the quarter’s over and you’re left wondering, “Wait, did we actually make progress on the big stuff?”
That’s where quarterly execution systems come in. In EOS (Entrepreneurial Operating System), these big goals are called Rocks and when used alongside frameworks like 4DX (The 4 Disciplines of Execution) and Scaling Up’s Rockefeller Habits, they can help you actually move the needle instead of just spinning your wheels.
What Exactly Are “Rocks?”
In EOS, Rocks are the 3–7 most important things your firm needs to get done in the next 90 days. Think of them as strategic milestones, not just tasks.
Gino Wickman, the creator of EOS, puts it bluntly: “If everything is important, nothing is.” Rocks are about narrowing your focus so you can make real progress where it matters most.
How They Fit with 4DX and Rockefeller Habits
Here’s the beauty— Rocks don’t have to live in a vacuum.
- 4DX adds structure:
- Focus on the Wildly Important → This is basically your Rock list.
- Act on Lead Measures → Track the inputs that drive results, not just the results.
- Keep a Compelling Scoreboard → Make progress visible.
- Create a Cadence of Accountability → Check in weekly (just like EOS’s Level 10 meetings).
- Rockefeller Habits (from Scaling Up by Verne Harnish) use quarterly priorities too—called Quarterly Themes—backed by:
- Weekly meeting rhythms
- A 1-page strategic plan
- Clear ownership of each priority
No matter the framework, the steps are similar:
- Choose a handful of clear priorities.
- Review progress weekly.
- Make sure they tie into your bigger vision.
How to Set and Work Your Rocks
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