The EOS Process

Getting started

To begin, you will need to select someone to play the essential role of “EOS Implementer” and guide your leadership team through the process. As a trained and Professional EOS Implementer I can help you for the best experience and results. During a 90-Minute Meeting I can introduce your leadership team to EOS®, getting everyone on the same page to decide if you want to use the system and tools to strengthen your company.

Getting focused and clarifying vision

After the 90-Minute Meeting we'll focus and clarify your vision in 3 single days.


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.

EOS® Tools:

  • Hitting the Ceiling

  • Accountability Chart™

  • Rocks

  • Meeting Pulse™

  • Scorecard

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.

EOS® Tools:

  • Review Focus Day™ Tools

  • Core Values

  • Core Focus™

  • 10-Year Target™

  • IDS™

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.

EOS® Tools:

  • Marketing Strategy

  • 3-Year Picture™

  • 1-Year Plan

  • Quarterly Rocks

  • IDS™


Achieving traction

With your leaders focused and all on the same page you'll achieve 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®.

EOS® Tools:

  • Review Prior Quarter

  • V/TO™

  • IDS™

  • Set Next Quarter’s Rocks

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.

EOS® Tools:

  • Review Last Year/Last Quarter

  • Team Health

  • Organizational Checkup™

  • SWOT Analysis

  • V/TO™

  • 3-Year Picture

  • 1 Year Plan

  • Set Q1 Rocks

  • IDS™

The result

A healthy, focused leadership team and organization that makes continual progress towards achieving everything in their vision.

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