A simple approach to big picture success
A proven process
Comprised of four basic steps, EOS® implementation rolls out in the following manner.
ONE: We start with a 90-minute meeting. In this session we exchange information about our businesses, determine if we are on the same page and, ultimately, determine if there is a fit. During this meeting I provide an overview of the exact tools used with clients.
TWO: Once we determine this is a fit, then we schedule a Focus Day™, where we explore the concept of “hitting the ceiling” and how to break through it. Next we start to work on the business using an exercise that aligns the leadership teams, clarifies their roles and establishes clear accountability. Goals are set for the leadership team as well as a weekly meeting cadence. Finally, we develop a first draft of your company scorecard. By the end of the Focus Day you are actively using many of the tools in your business.
THREE: After a 30-day break we reconvene for a Vision Building™. The first part of the day is spent determining how the EOS tools are working in your company and making any necessary adjustments. After we are comfortable with the tools, we work on answering the 8 Questions in the EOS Vision/Traction Organizer™. This is a two-day process separated by an additional 30-day break. At the end of the second session, our vision is crystallized and you are becoming a master of the tools.
FOUR: From here we run Quarterly and Annual Planning sessions that reinforce Focus and Traction®. We work together to master The Meeting Pulse™ necessary to solve our Long-Term Issues. In our Quarterly Planning session, we check-in, learn from the past quarter, re-confirm our vision, learn new tools, establish our plan for next quarter and resolve all key issues. Annuals are a supercharged 2 day experience. In every session all of our work focuses on indirectly, and ultimately directly, improving our Team Health.
So, when are we done?
Although it varies by client, typically you can take the system in-house around the 24th month. My goal is to get you comfortable as quickly as possible and then get out of the way so that you can run the business on a sustainable basis, using the EOS Process®. Some clients retain EOS Implementers™ well beyond the 24 month mark to run their quarterly and annual planning so that every member of the leadership team can fully participate.
Comprised of four basic steps, EOS® implementation rolls out in the following manner.
ONE: We start with a 90-minute meeting. In this session we exchange information about our businesses, determine if we are on the same page and, ultimately, determine if there is a fit. During this meeting I provide an overview of the exact tools used with clients.
TWO: Once we determine this is a fit, then we schedule a Focus Day™, where we explore the concept of “hitting the ceiling” and how to break through it. Next we start to work on the business using an exercise that aligns the leadership teams, clarifies their roles and establishes clear accountability. Goals are set for the leadership team as well as a weekly meeting cadence. Finally, we develop a first draft of your company scorecard. By the end of the Focus Day you are actively using many of the tools in your business.
THREE: After a 30-day break we reconvene for a Vision Building™. The first part of the day is spent determining how the EOS tools are working in your company and making any necessary adjustments. After we are comfortable with the tools, we work on answering the 8 Questions in the EOS Vision/Traction Organizer™. This is a two-day process separated by an additional 30-day break. At the end of the second session, our vision is crystallized and you are becoming a master of the tools.
FOUR: From here we run Quarterly and Annual Planning sessions that reinforce Focus and Traction®. We work together to master The Meeting Pulse™ necessary to solve our Long-Term Issues. In our Quarterly Planning session, we check-in, learn from the past quarter, re-confirm our vision, learn new tools, establish our plan for next quarter and resolve all key issues. Annuals are a supercharged 2 day experience. In every session all of our work focuses on indirectly, and ultimately directly, improving our Team Health.
So, when are we done?
Although it varies by client, typically you can take the system in-house around the 24th month. My goal is to get you comfortable as quickly as possible and then get out of the way so that you can run the business on a sustainable basis, using the EOS Process®. Some clients retain EOS Implementers™ well beyond the 24 month mark to run their quarterly and annual planning so that every member of the leadership team can fully participate.