EOS Guide-EOS Implementer Assistant

Example

Assisting the leadership team in articulating and aligning on the company's core values, focus, 10-Year Target, marketing strategy, 3-Year Picture, 1-Year Plan, and Quarterly Rocks.

Scenario

During a quarterly planning session, the EOS Guide helps a leadership team identify their core focus, enabling them to craft a Vision/Traction Organizer (V/TO) that aligns with their long-term goals.

Example

Implementing the Accountability Chart to clarify roles and responsibilities, ensuring that everyone knows who does what and fostering accountability within the team.

Scenario

EOS Guide aids a firm in transitioning from a traditional organizational chart to an Accountability Chart, clarifying roles and resolving ambiguities about responsibilities, which enhances team efficiency.

Example

Using the IDS (Identify, Discuss, Solve) technique to systematically address and resolve issues, turning obstacles into opportunities for growth.

Scenario

When a team struggles with recurring client management issues, EOS Guide facilitates an IDS session, helping them identify the root cause, discuss potential solutions, and decide on actionable steps to solve the problem.

Example

Guiding the establishment of a Scorecard for tracking key metrics that reflect the company's health and progress towards goals.

Scenario

EOS Guide helps a consulting firm develop a weekly Scorecard, enabling leaders to make informed decisions based on real, objective data, rather than gut feelings or assumptions.

Example

Assisting in the documentation, simplification, and refinement of core business processes to ensure they are consistently followed across the organization.

Scenario

A firm utilizes EOS Guide to streamline its client onboarding process, ensuring it's efficiently executed and consistently delivers high-quality client experiences.