Quarterly Conversation: Best Practices - Webinar - Conway Center for Family Business

Quarterly Conversation: Best Practices – Webinar

Quarterly Conversations: Best Practices

What if one intentional conversation every quarter could improve accountability, strengthen communication, and help your team achieve better results?

In this webinar recording, certified EOS Implementer Becky Fromkes shares proven leadership and management best practices that help leaders create more engaged, accountable, and high-performing teams. Whether you lead a family business, manage employees, or oversee a growing organization, you'll walk away with practical tools you can implement immediately.

Leadership vs. Management: Why Both Matter

One of the webinar's key takeaways is understanding the difference between leadership and management. Becky explains that accountability is built by combining strong leadership with effective management.

You'll learn leadership best practices such as giving clear direction, providing the right tools, letting go of the vine, acting with the greater good in mind, and taking clarity breaks. She also covers management essentials, including setting clear expectations, communicating effectively, creating the right meeting rhythm, recognizing employee contributions, and conducting meaningful quarterly conversations.

What Are Quarterly Conversations?

Quarterly conversations are not performance reviews, annual evaluations, or routine one-on-one meetings. Instead, they are focused discussions designed to strengthen employee engagement and accountability by addressing three critical areas:

  • Core values
  • Role clarity
  • Priorities (or "rocks")

Becky shares how these conversations create space for honest dialogue about what's working, what's not, and what support employees need to succeed.

Practical Tips for More Effective Employee Conversations

The webinar also provides actionable guidance on how to prepare for quarterly conversations, ask thoughtful open-ended questions, deliver constructive feedback, and encourage employees to share feedback with their leaders. You'll learn techniques for identifying challenges, uncovering root causes, and creating actionable next steps that foster continuous improvement.

Watch the Full Webinar

Strong leaders don't wait until annual performance reviews to have meaningful conversations. By making quarterly conversations part of your leadership routine, you can build trust, improve communication, reinforce accountability, and create a more engaged workforce. Watch the webinar recording to learn how intentional leadership conversations can help your team—and your organization—perform at its best.

Conway Center for Family BusinessSign in to watch the full webinar for practical, forward-looking guidance on benefits strategy, pharmacy plan evaluation, and upcoming compliance changes.

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