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Part 2 · Chapter 2 of 6

Quarter Commitments: three to five priorities, one owner each, every 13 weeks

Ask a busy team what the priorities are and you get a list of twenty. Quarter Commitments force the choice: the few things that must be true in 13 weeks for the year to work.

Daniel Mercieca, Warranted Accountant
4 min read · Numbers-First Management
Book contents · Part 2, chapter 2 of 6
In short

Quarter Commitments are three to five priorities set every 13 weeks that move the Year Map. Each has one named owner, a finish line that is either done or not done, and an on-track or off-track check at every Weekly Table. They turn a yearly plan into work people can actually finish.

The question
What must be true by the end of this quarter?
How often
Set every 13 weeks at the Quarter Day, checked weekly
Who owns them
One named person per commitment
How many
Three to five for the business; one or two per person

One quarter’s commitments

The same fictional installer, at the start of its second quarter. Each commitment moves a line of the Year Map.

CommitmentOwnerFinish lineMoves on the Year Map
Price every quote from the Job EngineSales leadAll quotes from 1 April use the new pricing sheetGross margin, 28% to 31%
Bring debtor days down to 60Admin leadDebtor days at 60 or below on 30 JuneCash
Put the Weekly Dials liveOperations leadTwelve dials reported every Friday for six weeks in a rowEvery target
Hire a site supervisorOwnerContract signed by 15 JuneCapacity for the growth target

Four commitments, four owners, four finish lines that are either met or not on the last day of the quarter. Nobody has to guess what “done” means.

How do you set Quarter Commitments?

  1. Start from the Year MapAsk what must be true by the end of this quarter for the year to stay on track.
  2. List everything, then cutWrite every candidate down, then keep three to five. The rest wait for next quarter or are dropped.
  3. Give each one a single ownerA name, never “the team”. The owner can involve others, but one person answers for it.
  4. Write a finish lineSomething that is clearly done or not done on the last day of the quarter. “Improve sales” is not a finish line.
  5. Check it every weekAt the Weekly Table each owner says on track or off track. Off track goes to the Fix List.
  6. Close it honestlyAt the Quarter Day each one is done or not done, with no partial credit. Unfinished ones are discussed, not quietly rolled over.

The rule, and the mistakes to avoid

The ruleIf everything is a priority, nothing is.
  • Setting ten commitments, so none get finished.
  • Sharing ownership between two or three people.
  • Vague finish lines that can be argued about in June.
  • Commitments that have nothing to do with the Year Map.

How the Quarter Commitments connect to the rest of the framework

Fed by

  • Year MapWhere are we going this year, in numbers?
  • Quarter DayWhat did we learn, and what comes next?

Feeds into

Which pains the Quarter Commitments fix

The Part 1 chapters where the Quarter Commitments do much of the work:

Questions owners ask about the Quarter Commitments

What is a Quarter Commitment?

Quarter Commitments are three to five priorities set every 13 weeks that move the Year Map. Each has one named owner, a finish line that is either done or not done, and an on-track or off-track check at every Weekly Table. They turn a yearly plan into work people can actually finish.

How many quarterly priorities should a small business have?

Three to five for the business as a whole, and no more than one or two per person. With more than that, attention is spread so thin that few get finished.

What happens if a Quarter Commitment is not finished?

It is marked not done at the Quarter Day, and the team decides in the room whether it carries forward, is rescoped or is dropped. It never rolls over silently.

This leads to chapter 3

Commitments say what must be finished this quarter. The Weekly Dials say, every week, whether the business is on track.

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