The journey to run an entrepreneurial business on EOS® begins when the founder/owner realizes that what has gotten their company to this point is not going to allow the company to grow and scale to achieve their desired vision of the future.

After committing to run their business on EOS®, the first tangible step in the journey is learning to master the EOS Foundational Tools™ with the company’s Leadership Team.  But the journey doesn’t end at the leadership team.  EOS® needs to be rolled out to everyone.  The following 10 steps are critical to ensuring a successful rollout of EOS®.

Step #1: Ensure Mastery of the EOS Foundational Tools™

Over a period of 60 to 90 days, three full session days, supplemental homework and a number of special purpose meetings, Leadership Teams master the EOS Foundational Tools™:

  • Accountability Chart: the organizational structure required to take the business to the next level with three to seven unique roles and responsibilities for each seat. To confirm the Accountability Chart and to ensure each member of the Leadership Team are “Right People” in the “Right Seat” the Leadership Team needs to have experienced a real time People Analyzer™ assessment.
  • Vision/Traction Organizer™: The Leadership Team has wrestled through all 8 questions on the V/TO™ and gotten on the same page about where the business is going and how its going to get there.
  • Rocks: The Leadership Team needs to have experienced at least one round of setting quarterly priorities.
  • Meeting Pulse™: The Leadership Team is consistently scoring an 8.0 or higher on their weekly Level 10 Meeting™.
  • Scorecard: The company-wide Scorecard has been iterated and is updated prior to each Level 10 Meeting™ and gives the Leadership Team an absolute pulse on the business.


Step #2: Double Check Leadership Team Mastery

Step #1 is so vital that Step #2 is intended to drive the point home.  If the Leadership Team is misty about aspects of the EOS Foundational Tools™ the rest of the company will be lost in a dense fog.  If the leadership team hasn’t committed to the EOS Foundational Tools™ the rest of the company will pick up on the lack of agreement amongst their leaders and fail to embrace EOS®.

Don’t be time-driven.  Be quality-driven.  Ensure Leadership Team Mastery and buy-in prior to moving on to company-wide roll out.  If you need to have it out with your Leadership Team, then have a brutally candid meeting.  Ensure Leadership Team alignment.  Otherwise, the other steps won’t work.


Step #3: The Core Values Speech

As part of clarifying the company’s vision in the V/TO™, the Leadership Team will have either discovered for the first time the company’s Core Values or confirmed their existing Core Values. EOS® will operationalize your Core Values like never before into hiring, employee development, reviews and firing.  The Visionary needs to craft an inspiring speech that will accompany the Core Values in the rollout process.


Step #4: Kickoff Meeting

In the months your Leadership Team worked through the EOS Foundational Tools™ everyone else was eagerly awaiting what all of this “EOS stuff” would mean for the company and for them individually.  Schedule a kickoff meeting and build an agenda keeping the following in mind:

  • Explain the “why” behind implementing EOS®
  • Overview the Six Key Components™
  • Present the V/TO™ and Accountability Chart
  • Have members of the Leadership Team explain how their weekly Level 10 Meeting™, Scorecard and Rocks have helped the business
  • Anticipate objections and questions


Step #5: Reinforce Key Concepts and Terms

Successful EOS® implementation is dependent on everyone adopting a common set of terms.  Consistently repeat the same terms.  Highlight old concepts, terms and tools that are being phased out.


Step #6: Plan For Specific EOS® Tools Rollout 

Establish when departments will begin Level 10 Meetings, Rock setting and Quarterly Planning. Determine when supervisors should institute the Quarterly Conversation™ with their direct reports.


Step #7: Repeat Yourself Often

Accept that it will take your people hearing things seven times before they hear it for the first time.  Many will view the rollout of EOS® as just another flavor of the month.  Therefore, presume you will be repeating yourself often and need to over communicate all things EOS® in all communication mediums.  Get in the cadence of sharing the updated V/TO™ company-wide every quarter.


Step #8: Utilize the EOS® Library

The growing library of Traction® books contains some very helpful resources to ensure a successful EOS® rollout:

  • Leadership Team: Traction, Get a Grip, and Rocket Fuel
  • Managers: How To Be A Great Boss
  • Employees: What The Heck Is EOS?


Step #9: Play the Long Game

Be patient.  Organizational change efforts take time.  EOS® is no different.  Expect that it will take about 24 months to fully implement EOS® company-wide.


Step #10: Gauge Progress

Have the entire company take Organizational Checkup™ annually to gauge implementation of EOS® at all levels of the business.


So What?

  • To get what you want from your business by implementing EOS® takes intentionality and a sustained effort
  • A successful EOS® rollout is possible but requires commitment to the 10 steps above


Next Steps

  • Visit and schedule a call with Tom Barrett to discuss how implementing EOS® would allow you to get what you want from your business.

About The Author

Tom Barrett is a Nashville-based Certified EOS Implementer™ and focuses on implementing EOS® with growth minded entrepreneurial businesses helping them to Clarify, Simplify & Achieve their Vision.


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