The Journey to EOS® – Achieving EOS Mastery

In my previous posts, I shared learnings from our May 11th EOS® Users Group Session. More than thirty Visionaries and Integrators™ (V & I’s) from EOS-using companies shared their experiences and best practices regarding the storms, reefs, and mutinies that can sink your implementation, and how to navigate your business through them to a safe port.

Four key elements emerged in our discussion: Setting the Leadership Team; becoming Open & Honest; achieving EOS Mastery; and making EOS Sustainable. Today we address EOS Mastery.

We discussed how success with EOS begins with the leadership team mastering the EOS Foundational Tools™:

  • Accountability Chart: the key here is to keep working it until you get it right. One EOS company was on version 12 of their chart.  We say that EOS will “speed up the inevitable”…you’ll quickly find out if you have the right leaders in the right seats. Then it’s time to take action and make changes until the entire leadership team believes you’ve got it right.

Another learning was to then let go, stay in your lanes and let the function owners make decisions. This is easier to say than do. We realized that letting go is a process, and sometimes it’s easier than others to let go. Again, keep working on it and give the team permission to call out the Integrator, Visionary or owner if they’re out of bounds.

  • V/TO™: We agreed that this is the best tool to keep everyone on the same page with where we’re going and how we’re going to get there. Never lose an opportunity to share it with the entire team. Don’t skip sections; each of the 8 Questions is there for an important reason. If you’re struggling to decide on what goes in a box, you may have found something key that is holding you back. Get outside help if you need to and get clear on your vision and your plan.
  • Rocks: Choosing great rocks is both art and science. It’s a skill, so keep working to get better. We shared how important it is to be crystal clear on what completing the rock looks like and what the deliverables would be. Understanding our true capacity in a quarter is also critical to not choosing too many rocks.
  • Scorecard: Getting to a scorecard we love takes time. Our best practices include reviewing it regularly. Zero in on the handful of metrics that are most meaningful, and discard the ones that feel good to see but don’t tell us much as to the future performance of the business.
  • Level 10 Meeting™: Again, a work in process. We stressed the importance of finding the right leader for the meeting (it doesn’t have to be the owner or Integrator). IDS™ can be difficult to master as a skill, and we found that getting the entire leadership team to fully participate is key to solving issues once and for all, for the greater good of the company.

If you’re using EOS®, I hope you agree that it’s been a transformative and worthwhile journey for your business, and for you as a business owner. If you’re an EOS-using company in southeast Wisconsin, feel free to have your V and I join us for our next mastery session on Friday, November 2nd in Brookfield. Let us know and we’ll get you an invite.

Here’s to the journey!

Jim Palzewicz

Certified EOS Implementer™

Molly BarnesThe Journey to EOS® – Achieving EOS Mastery