Glossary
EOS Process®
The EOS Process is the fixed sequence of sessions an implementer runs with a leadership team, from a free overview to the quarterly meetings. Year one bills eight sessions: a Focus Day®, two Vision Building® days, three quarterly sessions and a two-day annual. Year two falls to six, year three to five.
01
How the EOS Process runs
Sessions sit thirty to ninety days apart, and the work happens between them rather than in the room. EOS® Worldwide puts a full implementation at eighteen to twenty-four months, by which point the team should be running its own quarterlies. An implementer who offers to compress the sequence into a few weeks is selling a workshop.
The spacing is the method. A team needs a quarter of running weekly meetings badly before coaching on them is worth anything, and the vision conversation goes better once the numbers exist. Companies that buy the sessions as a block and schedule them close together tend to end up with a good binder and no habit.
Worked example: A specialty retailer booked its Focus Day in February and its first Vision Building day in March. By the second one in April the team had run nine weekly meetings and dropped four of its original Scorecard rows. The vision conversation took half the time the implementer had allowed, because most of the arguments had already happened.
Sources: Traction, Gino Wickman, chapter on Traction; eosworldwide.com/eos-process
Focus Day
The Focus Day is the first full session of an EOS rollout, where a leadership team builds the Accountability Chart™, sets Rocks and drafts a Scorecard.
02Vision Building
Vision Building is the pair of full-day sessions where a leadership team fills in the V/TO®, usually held about thirty days apart early in a rollout.
03Quarterly Session
A quarterly session is a full day away from the business, where the leadership team reviews the last ninety days and sets the next Rocks.
04EOS Implementer®
An EOS Implementer is a facilitator who runs the sessions, teaches the tools and holds a leadership team to the process, working as an outsider.
Start with a real question
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