SMART

A way to write Goals and Rocks that eliminates ambiguity and confusion – Specific, Measurable, Attainable, Realistic, and Timely.

Six Key Components

Vision, People, Data, Issues, Process and Traction, the Six Key Components make up the EOS Model. Truly great organizations are strong in all six of these components.

Scorecard(s)

A handful of weekly, leading indicators that helps teams at every level of the organization keep an absolute pulse on the business. A company Scorecard is reviewed weekly by the leadership team while departmental Scorecards are reviewed weekly by teams at the next...

Same Page Meetings

Regular Issues-solving meetings designed to ensure two key people in your organization (usually Visionaries and Integrators) stay on the same page and present a united front when working with other leaders and...

Sales Department Checkup

This tool helps you examine eight different areas where your sales department may need to improve. It looks at the Sales Manager, the Marketing Plan, the Sales Process, the Sales Scorecard and much more.

Rocks

Rocks are simply 90-Day priorities. A Company Rock is one of the three to seven most important things the company needs to get done this quarter. Departmental Rocks are the three to seven most important things for your department to accomplish this quarter. An...

Right Seat(s)

People who are in the Right Seat have the talent, skills, experience, education and training to consistently excel in a role described by one of the seats on your Accountability Chart. See also GWC.

Right People

Right People fit your company’s culture; they consistently exhibit your Core Values.

Quarterly Rocks

Quarterly Rocks are simply 90-Day priorities. A Company Rock is one of the three to seven most important things the company needs to get done this quarter. Departmental Rocks are the three to seven most important things for your department to accomplish this quarter....

Purpose/Cause/Passion

Part of an organization’s Core Focus, your Purpose, Cause or Passion describes – simply and clearly – what drives you, what gets you out of bed every morning. This is bigger than a goal, than money, than what you do – it’s WHY you do it.

Proven Process

A one-page visual illustration of the way your organization takes care of its customers (or clients). Part of your Marketing Strategy, your Proven Process is a sales and marketing tool that tells your prospects that you have a proven way of taking care of them, helps...

Process Component

One of the Six Key Components in the EOS Model. To be 100% strong in the Process Component, you must first document your handful of Core Processes at a high level, clearly defining the major steps in each process. Once documented, you must train your employees, and...

People Component

One of the Six Key Components in the EOS Model. To be 100% strong in the People Component, every employee in your organization needs to be a Right Person in the Right Seat. Tools used to strengthen your People Component include Core Values, the Accountability Chart,...

People Analyzer

A simple tool for evaluating Right People in the Right Seats.

Partnership Rules of the Game

This EOS® tool helps clarify the different roles of partners. It gives guidelines on how to get and stay on the same page with each other. It also discusses what happens when the “Owner” steps into the business and assumes a seat on the Accountability Chart. They are...

Organizational Checkup

A twenty-question survey that helps measure an organization’s “strength” in the Six Key Components.

Open and Honest

The basic rules for communication in an organization running on EOS®. Leaders engage with open minds, ready to draw everyone into a discussion and truly hear what’s being said. Honest means “just say it,” even when it stings a bit. This approach creates clarity,...

One-Year (1-Year) Plan

A leadership team’s prediction of what is going to happen during the year. It starts with financial predictions – revenue, profit and any key measurables. It also includes three to seven Goals –the most important things your company must accomplish in the coming...

“Off-Line” Meeting Track

This EOS® tool is designed to take a topic that doesn’t fit in any of the EOS compartments “Off-Line”. This tool helps you create the right agenda to take on that project or issue and achieve the objective of the meeting.