The EOS Process™

Understanding the EOS Process

The EOS Process provides a proven way to put all the pieces together, incorporating each of the tools in the right order to best strengthen each key component of your business.

As you view the EOS Process diagram from left to right, you will see there are three phases. The components of each of these phases are explained in detail below:

  1. The 90-Minute Meeting with one or more EOS Implementer™
  2. Three full days, typically within a 90-day period, to launch EOS® and to complete the Vision/Traction Organizer
  3. The ongoing cycle of 4 Quarterly planning days and one Annual planning day each year
The EOS Process™ 1

Getting Started

Select an Implementer. To begin, you will need to select someone to play the essential role of “EOS Implementer” and guide your leadership team through the process. This can be a person on your leadership team or an independent EOS Implementer.

The 90-Minute Meeting. Led by an EOS Implementer, the 90-Minute Meeting introduces your leadership team to EOS, getting everyone on the same page to decide if you w ant to use the system and tools to strengthen your company.

Getting Focused and Clarifying Vision

The Focus Day™. A day to give your leadership team tools to clarify who’s responsible for what, set priorities, improve communication, resolve issues and track critical numbers.

Your leadership team then uses their new tools for the next 30 days to experience real improvement.

Vision Building™ Day 1. Another day with your leadership team that starts by reviewing and sharpening the Focus Day tools. You will then begin to use the Vision/Traction Organizer™ (V/TO™) tool to clarify your vision, starting with who you are, why you exist, what you do and where you are going. You will also get a great tool for reviewing your people.

Your team again uses the tools for the next 30 days to experience more improvement. This is a spaced-learning approach which has proven to be most effective for quickly gaining proficiency with the tools.

Vision Building Day 2.  Another day with the leadership team to master the Focus Day tools and continue using the V/TO tool to complete your vision, clarify your Marketing Strategy, 3-Year Picture™, 1-Year Plan and priorities for the next 90 days.

With your leaders now focused and all on the same page, you’ll use the tools for the next 90 days to execute your plan and experience more improvement.

Achieving Traction

Quarterly Sessions. A day with your leadership team every 90 days to evaluate their performance, refocus, set priorities for the next 90 days and resolve any issues that might impede progress.

Your team experiences measurable growth and improvement every 90 days – Traction®.

Annual Sessions. Two days with your leadership team each year to work on team health and update the vision and plan for the next year and next quarter.

Interested in EOS® at Your Company?

Schedule a no cost, no obligation 30-minute phone call to discuss your goals.