Organizational Checkup results for ()
| Questions | Score |
|---|---|
| 1. We have a clear vision in writing that has been properly communicated and is shared by everyone in the company. | |
| 2. Our core values are clear, and we are hiring, reviewing, rewarding, and firing around them. | |
| 3. Our Core FocusTM (core business) is clear, and we keep our people, systems and processes aligned and focused on it. | |
| 4. Our 10-Year TargetTM (big, long-range business goal) is clear, communicated regularly, and is shared by all. | |
| 5. Our target market (definition of our ideal customer) is clear, and all of our marketing and sales efforts are focused on it. | |
| 6. Our 3 UniquesTM (differentiators) are clear, and all of our marketing and sales efforts communicate them. | |
| 7. We have a proven process for doing business with our customers. It has been named and visually illustrated, and all of our salespeople use it. | |
| 8. All of the people in our organization are the “right people” (they fit our culture and share our core values). | |
| 9. Our Accountability ChartTM (organizational chart that includes roles/responsibilities) is clear, complete, and constantly updated. | |
| 10. Everyone is in the “right seat” (they “get it, want it, and have the capacity to do their jobs well”). | |
| 11. Our leadership team is open and honest, and demonstrates a high level of trust. | |
| 12. Everyone has Rocks (1 to 7 priorities per quarter) and is focused on them. | |
| 13. Everyone is engaged in a regular Meeting PulseTM (weekly, quarterly, annually). | |
| 14. All meetings are on the same day and at the same time, have the same agenda, start on time, and end on time. | |
| 15. All teams clearly identify, discuss, and solve issues for the long-term greater good of the company. | |
| 16. Our Core Processes are documented, simplified, and followed by all to consistently produce the results we want. | |
| 17. We have systems for receiving regular feedback from customers and employees, so we always know their level of satisfaction. | |
| 18. A Scorecard for tracking weekly metrics/measurables is in place. | |
| 19. Everyone in the organization has at least one number they are accountable for keeping on track each week. | |
| 20. We have a budget and are monitoring it regularly (e.g., monthly or quarterly). |
CURRENT TOTAL SCORE
0
Vision
0%
People
0%
Data
0%
Issues
0%
Process
0%
Traction
0%
Your Roadmap to Improving the Strength of Your Organization
To the extent that you can strengthen the Six Key Components™ (Vision, People, Data, Issues, Process, Traction®), your issues will begin to fall into place and the common frustrations that have been plaguing you will go away. Although it's nearly impossible to reach 100% in every component, achieving over 80% will turn your company into a well-oiled machine.
VISION
Introduction
Your organization is 0% strong in the Vision Component
To strengthen the Vision Component™ you must get everyone in your organization 100% on the same page with where you're going as a company, and what the plan is to get there.
Watch this video to learn what it looks like to be 100% strong in the Vision Component.
Recommended Reading
Inside Traction, you'll learn the secrets to strengthening the Six Key Components™ of your business.
Read Chapter 3: The Vision Component
A complete guide for employees in companies running on EOS® to your employees understand what EOS is and WHY they should care.
Have all of your employees read this book
EOS Tools
Vision/Traction Organizer™
DownloadThis two-page tool helps your leadership team define, document, agree on and share the company vision.
Download the V/TO™ and start answering the 8 Questions with your leadership team.
Recommended Next Steps:
Review the V/TO quarterly with your leadership team:
- Is each section still “right?”
- Is everything crystal clear?
- Is your leadership team still 100% on the same page?
Share the Vision with everyone in the company in a “Quarterly State of the Company” Meeting.
Repeat every quarter, forever. (see Traction- page 75)
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PEOPLE
Introduction
Your organization is 0% strong in the People Component
To strengthen the People Component™ you must get the right people in the right seats to help you achieve your vision.
Watch this video to learn what it looks like to be 100% strong in the People Component.
Recommended Reading
Inside Traction, you'll learn the secrets to strengthening the Six Key Components™ of your business.
Read Chapter 4: The People Component
A straightforward, practical approach to help bosses at all levels of an organization get the most from their people.
Have all leaders, managers, and supervisors read this book
EOS Tools
Accountability Chart
Different from an organizational chart, an accountability chart defines the right structure for your company and clearly identifies who is accountable for what.
Download the Accountability Chart, then build your own from scratch to make sure you have the Right Structure for your company, with each seat and role clearly defined.
People Analyzer™
This simple tool pulls your Core Values and Accountability Chart together to help your organization identify if you have the Right People in the Right Seats.
Use the People Analyzer as a tool to identify and resolve your People Issues.
Recommended Next Steps:
Work with your leadership team to discover and define your Core Values (see Traction – page 36)
Write a Core Values Speech, then deliver your speech often and consistently, and help all of your leaders learn to do the same. (see Traction – pages 39-45)
Use your Core Values to hire, fire, review, reward and recognize employees. Enforce them consistently, even when it hurts.
Confirm that you have the right people in the right seats. Make sure they clearly “Get, Want, and have the Capacity to Do It (GWC).” That means they consistently excel in the 5 Roles that define the seat.
Share your Accountability Chart with everyone regularly to crystallize everyone’s roles, responsibilities, and reporting
relationships.
Use the People Analyzer (see Traction – pages 85-86 and 102) to identify and resolve two kinds of People Issues (by coaching them up or coaching them out):
Right Person, Wrong Seat: This is someone who shares your Core Values, they just don’t “GWC” their seat.
Wrong Person, Right Seat: This is someone who’s good at their job, but they don’t share your Core Values. They’re chipping away at your culture in ways you may not see.
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DATA
Introduction
Your organization is 0% strong in the Data Component
To strengthen the Data Component™ you must cut through all the feelings, personalities, opinions and egos -- and boil your organization down to a handful of objective numbers that give you an absolute pulse on your business.
Watch this video to learn what it looks like to be 100% strong in the Data Component.
Recommended Reading
Inside Traction, you'll learn the secrets to strengthening the Six Key Components™ of your business.
Read Chapter 5: The Data Component
EOS Tools
The Scorecard
This simple tool enables you to track a handful of numbers that give you a pulse on your business.
Download the Scorecard, then build your own from scratch to make sure you have an absolute pulse on your business.
Recommended Next Steps:
Use a budget and monthly or quarterly financial reviews and obsess about hitting all of your financial goals.
Create a company Scorecard that gives you and your leadership team an absolute pulse on your business (see Traction pages 116 – 121)
- Include 5-15 “leading indicators” – activities -based numbers that predict future results like revenue, profit, and cash flow.
- Set goals for each measurable – what does “on-track” look like each week?
- Assign an owner for each measurable – someone on your leadership team who is accountable for keeping the number “on-track”
- Review the scorecard weekly with your leadership team. Any off-track numbers drop down to your issues list.
Obsess about keeping your weekly numbers on-track.
Create a scorecard and obsess about your weekly numbers in each department and team in your company.
Ultimately, ensure everyone in the organization has at least one number he or she obsesses about keeping on-track each week.
Be prepared to overcome cultural challenges. Though few people want to be measured – consistent accountability for results actually improves trust in an organization. (See Traction pages 123-125 for the eight advantages to everyone having numbers)
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ISSUES
Introduction
Your organization is 0% strong in the Issues Component
To strengthen the Issues Component™ you must become great at solving problems throughout the organization – setting them up, knocking them down and making them go away forever.
Watch this video to learn what it looks like to be 100% strong in the Issues Component.
Recommended Reading
Inside Traction, you'll learn the secrets to strengthening the Six Key Components™ of your business.
Read Chapter 4: The People Component
A straightforward, practical approach to help bosses at all levels of an organization get the most from their people.
Have all leaders, managers, and supervisors read this book
Discover the root causes of politics and dysfunction on the teams where you work, and the keys to overcoming them.
Have your leadership team read this book
EOS Tools
Issues Solving Track™
The Issues Solving Track helps you and your team learn to Identify, Discuss, and Solve (IDS) issues on an ongoing basis.
Download the Issues Solving Track and make sure your IDS-ing is rock solid.
Recommended Next Steps:
Work to create a culture of openness and honesty throughout the organization, so people feel comfortable adding issues to your Issues Lists at all levels of the organization
Adhere to “The 10 Commandments of Solving Issues”
(see Traction - page 141-143)
Watch this video on Compartmentalizing to learn how to stay focused on solving the most important issues in your business.
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PROCESS
Introduction
Your organization is 0% strong in the Process Component
To strengthen the Process Component™ you must “systemize” your business to create consistency and scalability -- first, identifying and documenting your core processes, then ensuring that they are followed by all.
Watch this video to learn what it looks like to be 100% strong in the Process Component.
Recommended Reading
Inside Traction, you'll learn the secrets to strengthening the Six Key Components™ of your business.
Read Chapter 7: The Process Component
EOS Tools
3-Step Process Documenter™
This tool helps you document your organization's Core Processes at a high level to help create consistency and scalability in the way you run your business.
Download the 3-Step Process Documenter and use it to document your Core Processes.
Recommended Next Steps:
Use the 3-Step Process Documenter to document and simplify your Core Processes:
- Work with your leadership team to identify your handful of Core Processes (see Traction – page 151)
- One at a time, document and simplify each Core Process taking a high-level, “20-80” approach (a “checklist” vs. a 500-page SOP Manual)
- Make sure your leadership team understands and agrees with each Core Process.
- Package the Core Processes in a printed manual or an online repository – anywhere it can easily be found by everyone in your organization
Work to get each Core Process Followed By All (FBA). (see Traction page 158):
- TRAIN every employee who performs one or more steps in the Core Process, ensuring everyone understands each step
- MEASURE (with Scorecards and Measurables) to make sure people are doing things right, often enough, and getting the desired outcomes
- MANAGE– when numbers are on-track, reward and recognize. When numbers are off-track, provide constructive feedback and support efforts to get them back on-track.
- UPDATE each Core Process when necessary, checking annually to make sure it’s right, as simple as possible, and consistently producing the desired results.
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TRACTION
Introduction
Your organization is 0% strong in the Traction Component
To strengthen the Traction Component™ you must bring discipline and accountability into the organization – becoming great at execution – taking the vision down to the ground and making it real.
Watch this video to learn what it looks like to be 100% strong in the Traction Component.
Recommended Reading
Inside Traction, you'll learn the secrets to strengthening the Six Key Components™ of your business.
Read Chapter 8: The Traction Component
This free eBook explains how to start leading meetings using the EOS Level 10 Meeting™ Agenda to save time and boost your team’s effectiveness.
EOS Tools
Rock Sheet
The Rock Sheet helps you document the 3 to 7 most important things you must get done in the next 90 days - at both a company level and individual/departmental level.
Download the Rock Sheet and use it to track your team's Rocks
Level 10 Meeting™Agenda
The Level 10 Meeting agenda is designed to help you stay focused on what’s important, solve issues effectively, and keep your team connected
Download the Level 10 Agenda and start running weekly meetings with your leadership team.
Recommended Next Steps:
Create a 90-Day World for your leadership team by:
- Setting Rocks and working to complete them over the next 90 days (see Traction – pages 170-176)
- Scheduling your next quarterly leadership team meeting, and committing to a quarterly meeting pulse you will repeat forever (see Traction – pages 176 – 188)
Begin running weekly Level 10 Meetings with your leadership team (see Traction – pages 190 - 197)
When your leadership team has mastered the Meeting Pulse and Rocks, migrate those tools and disciplines to the next levels of your organization one level at a time.
Watch this video describing how to run world-class meetings
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