For businesses in any part of the cycle

If your business operates on the EOS (Entrepreneurial Operating System), I can help you optimize and manage your system to enhance effectiveness and ensure you stay focused on your key objectives. With over 15 years of experience in client relations, administrative operations, and process improvement, I bring the expertise needed to streamline your processes, improve coordination, and drive your business forward. Let’s work together to keep your focus where it belongs—on achieving your vision.

What are the nuts and bolts of support available?

Traction EOS Management Support

Vision and Goal Alignment

• Vision/Traction Organizer (V/TO) Support: Assist in documenting and refining your company’s vision, core values, and 10-year target. Ensure the Vision/Traction Organizer is up-to-date and accessible to all team members.

• Quarterly Rocks: Help define, track, and manage quarterly Rocks (90-day goals) to ensure your team stays focused and aligned with the company’s vision.

2. Meeting Facilitation

• Level 10 Meeting™ Preparation: Prepare agendas, send out pre-meeting materials, and ensure all necessary data is available for productive Level 10 meetings.

• Meeting Coordination: Schedule and manage weekly meetings, including creating and distributing meeting summaries and action items.

• Scorecard Management: Maintain and update the company’s scorecard to track key performance indicators (KPIs) and ensure that the team is hitting their targets.

3. Data and Reporting

• Data Collection: Gather and organize data from various sources to populate the EOS scorecard and other reports.

• Reporting: Generate and distribute reports that provide insights into company performance, including the status of Rocks, To-Dos, and Issues.

• Metrics Tracking: Monitor key business metrics and provide regular updates to ensure alignment with company goals.

4. Accountability and Follow-Up

• To-Do List Management: Track and follow up on To-Dos assigned during meetings to ensure they are completed on time.

• Issues List Management: Manage the Issues List, ensuring that problems are identified, discussed, and resolved efficiently.

• Accountability Chart Maintenance: Keep the Accountability Chart up-to-date, ensuring clarity around roles and responsibilities within the organization.

5. Process Documentation and Optimization

• Core Process Documentation: Assist in documenting and updating the company’s core processes to ensure consistency and efficiency.

• Process Optimization: Identify opportunities for process improvement and support the implementation of best practices.

• SOP Management: Maintain and update Standard Operating Procedures (SOPs) to ensure they align with EOS principles.

6. EOS Tool Implementation

• Tool Support: Assist in the setup and ongoing use of EOS tools, such as the Vision/Traction Organizer, Accountability Chart, and Scorecards.

• Software Integration: Help integrate EOS tools with existing business systems to streamline operations and improve data flow.

• Training and Support: Provide training to team members on how to use EOS tools effectively and offer ongoing support as needed.

7. Strategic Planning and Review

• Annual Planning Support: Assist in the preparation and facilitation of annual planning sessions, ensuring that long-term goals and strategies are clearly defined.

• Review and Adjust: Support regular reviews of the company’s EOS implementation, identifying areas for adjustment and helping to maintain momentum.

How to get started

• Assessment: Begin with an assessment of your current EOS implementation to identify areas where support is needed.

• Custom Plan: Develop a customized plan that aligns with your specific needs and business goals.

• Ongoing Support: Engage in ongoing support to ensure continuous improvement and adherence to EOS practices.