Description

This briefing outlines the Entrepreneurial Operating System (EOS), a framework designed to help entrepreneurial companies clarify their vision, gain traction, and become healthy, cohesive teams. The EOS model is based on six key components: Vision, People, Data, Issues, Process, and Traction. The entry point to EOS implementation is typically the 90-Minute Meeting (90MM), which is a free, introductory session to determine if there's a fit between EOS and the organization. If a fit exists, the process continues with a Focus Day, Vision Building Days, and ongoing quarterly and annual sessions to embed EOS tools and disciplines into the company's culture and operations.

Key Themes and Ideas:

• EOS Model: The Six Key Components:
• The EOS Model is at the heart of the EOS system. It aims to strengthen six key components of a business.
• "That to the extent you can strengthen the Six Key Components of your business, those 136 Issues just tend to fall into place because they’re really symptoms of the true root cause."
• The ultimate goal is to get the Six Key Components to "80% strong or better".
• Vision: Getting everyone "100% on the same page" with where the company is going and how it will get there. Tools include the "8 Questions" and the "Vision/Traction Organizer (V/TO)."
• The "8 Questions" are: Core Values, Core Focus, 10-Year Target, Marketing Strategy, 3-Year Picture, 1-Year Plan, Quarterly Rocks, and Issues List.
• People: Ensuring the right people are in the right seats. "Right People just share your organization’s Core Values," and "Right Seats are people who are good at their job" (possessing the skills, experience, ability, and desire). Tools include the People Analyzer and the Accountability Chart.
• Data: Running the business based on facts and figures, not emotions. The primary tool is the Scorecard – "five to 15 high-level numbers that give you an absolute pulse on your business." Measurables for every individual are crucial.
• Issues: Mastering problem-solving. The tool is the Issues List and the Issue Solving Track (IDS).
• IDS stands for "Identify, Discuss and Solve". The core issue is for teams to move beyond just 'discussing', to really identifying the real cause of the issue.
• Process: Getting the most important things done the right and best way, every time. Documented core processes create consistency and scalability.
• Traction: Bringing the vision down to the ground with discipline and accountability. Tools include Rocks (90-day priorities) and a great Meeting Pulse (Level 10 Meeting).
• "Within that 90-Day World, we also help you establish a weekly Meeting Pulse using a tool in a specific agenda called a Level 10 Meeting™ Agenda."
• The 90-Minute Meeting (90MM):
• The 90MM is a free, introductory session designed to provide an overview of EOS and determine if there's a fit.
• The 90MM implementer should help, and then "Determine if they want to help YOu."
• Aims to eliminate frustrations.
• It follows a structured agenda:
• Check-In (5 Minutes)
• Help THEM (50 Minutes): This can involve offering referrals or discussing business challenges and demonstrating IDS.
• Ask for Help (5 minutes): Requesting introductions to other business owners or leaders.
• The flow of the 90MM:

1. About Us (Gino/EOS/Me): The implementer shares information about EOS, Gino Wickman (the creator), and themselves to establish credibility.
2. About You: The implementer gathers information about the prospect's business history, revenue, number of employees, and biggest challenges and strengths.
3. The Tools: The implementer introduces the EOS Model and its Six Key Components, explaining how each component strengthens the business.
4. The Process: The implementer outlines the EOS implementation process (Focus Day, Vision Building Days, etc.).

• Implementers need to "un-sell" and let the client know "this isn’t for everyone" and "no hard closes".
• The Focus Day:
• If there's a fit, the next step is the Focus Day, a full-day (6-8 hours) session to begin implementing EOS tools.
• The Focus Day Agenda includes:
• Hitting the Ceiling: Introduction to the concept and five leadership abilities to break through ceilings.
• Accountability Chart: Defining the right structure for the organization and clarifying roles.
• Rocks: Clearly identifying the company's top priorities for the next 90 days.
• Meeting Pulse: Defining a meeting pulse, which "will help your organization gain Traction."
• Scorecard: Creating the initial company Scorecard.
• "We make the assumption that you’re in the right market and you’re selling the right products or services into that market. If you’re not, there’s nothing we can do to help you. this is about execution."
• Vision Building Days:
• Follow the Focus Day, typically two Vision Building Days are scheduled 30 days apart. These sessions continue the EOS implementation process, refining the tools and answering the 8 Questions in the Vision/Traction Organizer (V/TO).
• Ongoing Implementation & Graduation:
• After the initial Focus Day and Vision Building Days, the implementer typically runs quarterly and annual planning sessions to help the company gain traction.
• The average client stays with an EOS implementer for about two years.
• The ultimate goal is for the company to master the EOS tools and disciplines and graduate from the implementation process.
• Key Roles:
• Integrator: The "glue that holds everything together."
• Visionary: A creative, "big idea" person.

EOS Foundational Tools:

• Vision/Traction Organizer (V/TO)
• Accountability Chart
• Rocks
• The Meeting Pulse
• Scorecard

Examples of Core Values:

The document provides a list of examples, which include:

• "Unequivocal excellence"
• "Continually strive for perfection"
• "Does the right thing"
• "Shows honesty and integrity"
• "Hungry for achievement"
• "Customer 1st"

Examples of Measurables:

Measurables can vary by department:

• Sales & Marketing: New Leads, Opportunities, Sales Calls, Proposals, Closed Business, Close Ratio, etc.
• Operations: Run Rate, Errors, Customer Problems/Complaints, Defect Rate, Breakage/Waste, Delivery/Shipping, etc.
• Finance: Weekly Revenue, Cash Balance, A/R, A/P, YTD Gross Profit Margin, Employee Satisfaction, etc.

EOS Implementation Considerations:

• Commitment: EOS requires a long-term commitment to change how the business operates.
• Guarantee: EOS Implementers typically offer a satisfaction guarantee (e.g., if the client doesn't feel they received value, they don't pay for the session).
• Relationship-Based: The focus is on building a relationship.
• Entrepreneurial Focus: EOS is designed for entrepreneurial organizations, typically with 10-250 employees.
• Openness and Vulnerability: EOS requires leaders to be open, honest, and vulnerable.

This briefing document provides a comprehensive overview of EOS based on the provided sources. It highlights the core principles, key components, and implementation process.

RYT Podcast is a passion product of Tyler Smith, an EOS Implementer (more at IssueSolving.com). All Podcasts are derivative works created by AI from publicly available sources. Copyright 2025 All Rights Reserved.