In the EOS®, there are twenty tried & true tools that deliver results.

These tools are listed in the toolbox to the right. Implementing all twenty tools will allow you to take your business to levels that others only dream of. Implementing the Five Foundational tools alone will revolutionize your business. Specifically, these tools help you clarify, simplify and achieve your vision.

The majority of the foundational tools are customized to fit your business. We customize these tools through effective facilitation. We uncover the answers that are already in your organization and fit your answers into the tool. This creates lasting change, commitment and consistency. Once we have customized the tools with you, we continue to coach you through fining tuning the tools until they are common place within your organization.

The Five Foundational tools:

  • Accountability Chart

  • Rock Sheet

  • Scorecard

  • Meeting Pulse

  • Vision Traction Organizer (V/TO)

The customized Accountability Chart creates structure & organization in your business. It allows you to identify what structure is needed to get you to where you want to go. It allows you to move beyond the traditional organizational chart and out of the habit of creating roles in order to appease personalities or “should-be’s”. It creates clear roles, with clear responsibilities for all your employees. Once you have the Accountability Chart in place, you and your employees will breathe a sigh of relief. Everyone wants to know what’s expected of them; they want to know what their role on the team is and how their performance is being evaluated.

The customized Rock Sheet creates focus in your business. You & your leadership team choose the 3-7 most important things (Rocks) that need to get done in the next 90 days. Once these are chosen, everyone goes to work, putting their heads down and takes action each week to complete these high value rocks. Your leadership team will get in the practice of completing 3-7 high priorities every quarter!

The customized Scorecard is your dashboard of key performance indicators. It gives you a pulse on the health of your business and allows you to better predictor what lies ahead of you. You will start running your business on objective data rather than subjective opinions and “thought-so’s”.

The Meeting Pulse establishes a cadence to when you meet and a standard in how you meet. The cadence helps to maintain focus, driving your team toward completing the most important tasks that need to get done in your business. The meetings follow a set agenda with clear objectives. These meetings will become the highest value activity of your week (No more unproductive, time wasting meetings). These meetings increase traction, accountability, communication, team health and will drive your company towards the results that you desire.

The customized Vision Traction Organizer (V/TO) clarifies your vision. It takes what you’re holding in your head and captures it into a one-page document. The V/TO captures the essential elements of strategic planning. It identifies your core values, your purpose/cause, your niche, your larger than life goal, your market strategy, your core market, your 3 year picture, your one year plan, your quarterly goals and the issues/challenges that may create an obstacle to achieving all that. We take the complexity out of your vision, and bring it down to the simplest, essential form so that it can be shared with your entire organization. It is powerful when your entire organization is able to see, clearly, on one page, who you are as an organization, where you are going and how you are getting there. ​