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Strategic Planning: Using EOS® as powerful tool for
HEALTHY growth
WWW.THETRUGROUP.COM 2
Scott Patchin
WWW.THETRUGROUP.COM 3
I believe . . .
Great conversations start with a question
WWW.THETRUGROUP.COM 4
About You
Q: Are you currently part of a business or
organization? (please stand). Stay standing if . .
• More than one employee
• More than 10 people
• More than 25
• More than 50
WWW.THETRUGROUP.COM 5
Frustrations of Leaders
• People
• Control (lack of)
• Profit
• Overwhelmed / Focus
• Hitting the Ceiling
WWW.THETRUGROUP.COM 6
About You
Q: What is your biggest strategic issue?
A. People
B. Marketing
C. Sales
D. Don’t know – too many to pick
Strategic Planning: Using EOS® as powerful tool for
HEALTHY growth
WWW.THETRUGROUP.COM 8
YOUR
BUSINESS
Entrepreneurial
Operating
System®
EOS®
VISION
DATA
PROCESS
TRACTION
ISSUES
PEOPLE
WWW.THETRUGROUP.COM 9
YOUR
BUSINESS
Entrepreneurial
Operating
System®
EOS®
VISION
- 8 Questions
- Shared By All
PROCESS
- Documented
- Followed By All
TRACTION
- Rocks
- Meetings
ISSUES
- Issues List
- IDS
PEOPLE
- Right People
- Right Seats
WWW.THETRUGROUP.COM 10
Vision: 8 Questions
• Core Values
• Core Focus
• 10-Year Target
• Marketing Strategy
• 3-Year Picture
• 1-Year Plan
• Rocks
• Issues
WWW.THETRUGROUP.COM 11
Vision: 8 Questions
WWW.THETRUGROUP.COM 12
Vision: 8 Questions
WWW.THETRUGROUP.COM 13
YOUR
BUSINESS
Entrepreneurial
Operating
System®
EOS®
VISION
- 8 Questions
- Shared By All
PROCESS
- Documented
- Followed By All
PEOPLE
- Right People
- Right Seats
WWW.THETRUGROUP.COM 14
Right
People
Olivia + + + +
Hannah - - - -
Charlie +/- +/- +/- +/-
The Bar + + + +/-
WWW.THETRUGROUP.COM 15
Right Seat – Accountability Chart
Visionary
Integrator
Sales/Mkting Ops Finance
WWW.THETRUGROUP.COM 16
Right Seat – Accountability Chart
Integrator
• LMA
• Tie breaker
• Team rhythm
• Communication
• Maintain organization focus
• Day to day clarity
WWW.THETRUGROUP.COM 17
Right Seat – Accountability Chart
GWC
• Get It
• Want It
• Capacity to Do It
WWW.THETRUGROUP.COM 18
Right
Person
&
Right
Seat
Olivia + + + + Y Y Y
Charlie + + + +/- Y Y N
Right Person / Right Seat
WWW.THETRUGROUP.COM 19
YOUR
BUSINESS
Entrepreneurial
Operating
System®
EOS®
VISION
- 8 Questions
- Shared By All
DATA
- Scorecard
- Measurables
PROCESS
- Documented
- Followed By All
TRACTION
- Rocks
- Meetings
ISSUES
- Issues List
- IDS
PEOPLE
- Right People
- Right Seats
WWW.THETRUGROUP.COM
Measurable Owner Goal 9/4 9/11 9/18 9/25 10/2 10/9 10/16
20
Scorecard
WWW.THETRUGROUP.COM 21
5 Reasons Scorecards Are Hard
1 Overthink it
2 Fear (Fixed Mindset)
3 Don’t GET the work
4 Nobody Asked
5 Don’t see “Journey”
WWW.THETRUGROUP.COM 22
YOUR
BUSINESS
Entrepreneurial
Operating
System®
EOS®
VISION
- 8 Questions
- Shared By All
DATA
- Scorecard
- Measurables
PROCESS
- Documented
- Followed By All
TRACTION
- Rocks
- Meetings
ISSUES
- Issues List
- IDS
PEOPLE
- Right People
- Right Seats
WWW.THETRUGROUP.COM 23
The LEVEL 10 Meeting™
Good News 5 Mins
Scorecard 5 Mins
Rock Review 5 Mins
People Headlines 5 Mins
To-Do List 5 Mins
IDS 60 Mins
Conclude 5 Mins
WWW.THETRUGROUP.COM 24
EOS® – Foundational Tools
1 V/TO™
2 Accountability Chart
3 Rocks
4 Level 10 Meeting™
5 Scorecard
WWW.THETRUGROUP.COM 25
1
Using EOS® for HEALTHY growth
Implement EOS® – proven process
WWW.THETRUGROUP.COM 26
2
Using EOS® for HEALTHY growth
TRACTION® workshop
WWW.THETRUGROUP.COM 27
WWW.THETRUGROUP.COM 28
Serve First
1 Assess your Company
2 Educate your leadership team
3 45-minute face-to-face (4 time slots)
4 scott@thetrugroup.com / 616.405.1018
5 Sign-up for blog and EOS mailing lists
WWW.THETRUGROUP.COM 29
WWW.THETRUGROUP.COM
Learn more about People-Centered Leadership™
30
FREE ebook
28 Tips for Developing as a
People-Centered Leader
WWW.THETRUGROUP.COM
About the Speaker – Scott Patchin
Scott has a core belief that the habits leaders practice and the conversations they have with
their people are the keys to their success. He launched his leadership development
company, The trU Group, in 2009 around his passion for maximizing individual growth and
eliminating needless pain – moving to and past the tipping point of success.
He has work experience in manufacturing, healthcare, and banking/mortgage industries.
He is an author, blogger, coach, and delivers a hands-on keynote. He resides in Michigan,
has spoken across the Midwest on people-centered leadership, and is an experienced
Entrepreneurial Operating System® implementer.
Learn more: linkedin.com/in/scottpatchin www.thetrugroup.com
31
WWW.THETRUGROUP.COM 32
Scott Patchin
*available for free download on kindle, nook, ibooks, kobo, tolino, scribd, inktera
What is leadership?
WWW.THETRUGROUP.COM
Gap #1
Strategy Gap
Gap #2
Execution Gap
Gap #3
Talent Gap
Creating an organizational
performance gap
Managing the gap in your
organizational performance
Managing the individual
performance gap created by #1
and #2
33

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Entrepreneurial Operating System - A keynote

Editor's Notes

  1. Story about Steve and “I think strategic planning is a waste of my clients time and money.” Fast forward - Transition: My objective today is to give you a new lens to look at your business, and actions to move more effectively and efficiently towards your goals. Second objective – Equip you with specific tools to start doing that tomorrow.
  2. Your Business – leaders have 136 things to worry about. Finding: To the degree you could strengthen the 6 key components within your business you will have clarity over the issues you are facing, the priorities for solving them, and it will put you in a position as a leader to focus the help you have (people/partners) to solve the problems you face. High level – when this is im Vision: Getting everyone in the Who you are, where are you going, how you will get there People: Great people – What is great for you in your business? Jim Collins taught us Right Person / Right Seat – but now how to get there. EOS gives you tools to define that Data: Noise and passion in a business. How are we doing? (subjective answers). Data tells us where we are without question. Issues: Ari Weinzweig (Zingerrmans) realized 90% of problems that come up have happened before. Process: Efficiency and effectiveness Traction: Vision without traction is hellucination. When I ask people Solo-preneur you are great at focusing on delivering to others, Goal: 100% strong on all these components (nirvana) – When I work with clients we are striving for 80% because perfection is never the goal – I work with the leadership teams of business. I find that ever Clarity – Everyone sees the same picture
  3. Core Values 3-Year Picture:
  4. Goals – 3 to 7 Rocks – ¼ of he progress towards a goal End this slide with talking about issues ONE page to keep it simple! Not the inch and a half binder Story – Paul comment about every company he has been to the owner has the vision
  5. This is an outline of what a scorecard will look like. I envision asking each individual to think about 3 – 7 metrics that would go into a scorecard for their organization. Give each table a chance to discuss and share. Then go around with a large scorecard on a foam board and using 4”x6” post-it notes have them put metrics on the scorecard they believe are critical. I will walk around and facilitate the conversation – hope to spend around 20 minutes
  6. This is an outline of what a scorecard will look like. I envision asking each individual to think about 3 – 7 metrics that would go into a scorecard for their organization. Give each table a chance to discuss and share. Then go around with a large scorecard on a foam board and using 4”x6” post-it notes have them put metrics on the scorecard they believe are critical. I will walk around and facilitate the conversation – hope to spend around 20 minutes
  7. Simple outline – will only spend a few minutes. The tools are outlined in the books Traction and Get a Grip
  8. Point here is I have a 3 hour experience I used as part of a growth program for minority businesses that was rated as the #1 session for their year long program.
  9. If you want to explore further – both of these ebooks are available for free electronically and I have copies in the back of the room.
  10. Read through each one – relating back to the story of my early client who brought me in to address #3, when really the issue was his capacity to lead #2.