Select the step you're currently working through to access your between-session homework, tools, and resource links.
Start here. This is the first step on your journey to implement EOS and master the five foundational tools.
You may also consider using an EOS software to keep all of your tools in one place, make your Level 10 Meetings more efficient, and save time on administration. Both options below offer a free 30-day trial.
If you're not using an EOS software, these folders contain digital templates for all of the EOS tools you learned in Focus Day. Choose the version that fits your team's platform.
Understanding the Visionary and Integrator roles is one of the most impactful things your leadership team can do early in your EOS journey. The right people in the right seats starts at the top.
You'll start building your V/TO — getting your leadership team aligned on core values, core focus, and where you're headed long-term.
Complete these before your session. Send Katie your materials at least 48 hours in advance so she can review before the room.
You'll complete the V/TO, finalize your Accountability Chart, and set your first Rocks. By the end of this day, your team will have a shared plan.
Complete these before your session. Send Katie your materials at least 48 hours in advance so she can review before the room.
Time to bring EOS to the rest of your organization. Cascade the vision, establish your Meeting Pulse, and get everyone rowing in the same direction.
Every 90 days your team pauses, looks back at what you accomplished, and sets the plan for the next quarter. Use this page to prepare and access your resources.
Once a year, your leadership team steps back to assess the full year, update your V/TO, and set the plan for the next 12 months. Come prepared to make the most of two full days.
The Annual is unlike any other session in your EOS journey. Two full days, away from the office, with your leadership team — no distractions, no interruptions, no spouses or children. This isn't a company retreat. It's a focused working session where your team steps back from the day-to-day to assess where you've been, get honest about where you are, and align on where you're going for the next 12 months. The teams that treat this session with the seriousness it deserves come out sharper, more aligned, and more committed than they walked in. Block both days completely. Stay overnight as a team if you can — the conversations that happen outside the session room are often just as valuable as what happens inside it. This is your chance to invest in your team and your business at the same time. Don't shortchange it.
All core EOS tools, templates, and guides in one place. Come back here at any point in your journey — these are the tools you'll use again and again.
A visual illustration of the Six Key Components™ of any business that must be managed and strengthened to be a great business.
The EOS Model provides a visual illustration of the Six Key Components™ of any business that must be managed and strengthened to be a great business. This model applies to big and small businesses alike, in any industry.
What does it mean to strengthen a Key Component? EOS measures strength in each Component on a scale of 0–100%. The goal is to get every Component to at least 80% strong. When all six are strong, symptomatic issues fade away and the company operates in the top 5% of performers.
Not sure where your company stands? Take the Organizational Checkup to measure your strength across all six Key Components.
Take the Organizational Checkup →Simplify, Delegate, Predict, Systemize, and Structure — the five essential skills that help leaders break through organizational growth plateaus.
The EOS Five Leadership Abilities are essential skills designed to help leaders break through organizational "ceilings" — the growth plateaus that stall even well-run companies. Mastering these abilities allows leaders to move from chaos to control, fostering sustainable growth by focusing on clarity, efficiency, and strategic foresight.
A two-page strategic planning tool that captures your company's entire vision and execution plan — where you're going and how you'll get there.
A Vision/Traction Organizer™ (V/TO™) is a two-page strategic planning template designed to capture a company's entire vision and execution plan. It enables leadership teams to align on eight key areas — from core values to quarterly goals — turning high-level strategy into actionable, documented steps.
The EOS tool that defines the right structure for your company — not who reports to whom, but who owns what.
The Accountability Chart™ is the EOS® tool that defines the right structure for your company, independent of the people who fill the seats today. It shows every major function (seat) in the company, what that seat is accountable for, and who owns it.
The Accountability Chart replaces the traditional org chart with a clearer question: not who reports to whom, but who owns what.
The EOS tool that evaluates every team member against your Core Values and GWC™ — ending gut feelings and enabling honest, structured people decisions.
The People Analyzer™ is the EOS tool that evaluates every team member against two criteria: your Core Values (Right Person) and GWC™ (Right Seat). It produces a clear picture of who belongs, who needs coaching, and who is in the wrong seat.
The People Analyzer ends years of gut feelings and enables honest, structured people decisions.
Gets it, Wants it, has the Capacity to do it — the EOS framework for determining if a person is truly in the right seat.
GWC™ is the EOS® tool used to determine if a person is in the right seat. It stands for Gets it, Wants it, and has the Capacity to do it. A person must be a clear yes on all three to be in the right seat. GWC is scored black and white: yes or no. No maybes. No mostly. No kind of.
GWC is one of the simplest and most consequential frameworks in the EOS Toolbox. It removes ambiguity from people decisions that most companies agonize over for years.
The three to seven most important priorities your company, department, or individual must complete in the next 90 days.
Rocks are the three to seven most important priorities that a company, department, or individual must complete in the next 90 days. Rocks create a 90-Day World — they turn a one-year plan into focused, bite-size chunks that a team can actually execute.
Each Rock is specific, measurable, and attainable, with a single owner and a clear due date.
The EOS rhythm that keeps a company on track — a consistent cadence of weekly and quarterly meetings that cascades vision into weekly execution.
The Meeting Pulse™ is the EOS rhythm that keeps a company on track. It consists of two types of meetings: the Quarterly Meeting Pulse (one full day every 90 days) and the Weekly Meeting Pulse (the 90-minute Level 10 Meeting™). Annually, you piggyback one extra day on the front end of a quarterly to create a two-day Annual Planning session.
Together, these meetings cascade the vision from the long-range plan into weekly execution. Like a heartbeat, the Meeting Pulse creates the consistent cadence that keeps the organization alive and in step.
The Meeting Pulse is more than just your leadership team sessions — it cascades through the entire organization. Here is how the full rhythm works.
The weekly 90-minute leadership team meeting that keeps everyone aligned, drives issues to resolution, and moves the vision from paper to execution.
A Level 10 Meeting™ is the weekly, 90-minute leadership team meeting in EOS®. It follows the same seven-part agenda every week: Segue, Scorecard, Rock Review, Customer and Employee Headlines, To-Do List, IDS, and Conclude. The name comes from the goal of rating the meeting a 10 out of 10 on effectiveness.
The Level 10 Meeting is the heartbeat of a company running on EOS. It is the moment of truth for accountability. Done right, it keeps leadership teams aligned, drives issues to resolution, and ensures the vision moves from paper to execution.
Identify, Discuss, Solve — the EOS method for solving issues forever and turning recurring problems into permanent solutions.
IDS™ stands for Identify, Discuss, Solve. It is the EOS® method for solving issues forever. IDS is the 60-minute heart of every Level 10 Meeting™ and the Issues Solving Track™ used to work through the Issues List. IDS turns recurring problems into permanent solutions.
When a leadership team masters IDS, the quality of their decisions compounds. Problems that have been lingering for months get solved in a single 30-minute conversation.
A weekly report that tracks the most important numbers in your business — giving your leadership team an absolute pulse on the company.
The EOS Scorecard™ is a weekly report that tracks five to fifteen of the most important numbers in your business. Each number has a single owner, a weekly goal, and thirteen weeks of history visible at a glance. The Scorecard gives the leadership team an absolute pulse on the business and surfaces problems before they become crises.
EOS calls these activity-based numbers — weekly numbers that predict the P&L rather than report on it.
The EOS tool that helps leaders identify which activities to keep doing and which to delegate — freeing you to focus on the work you do best.
Delegate and Elevate™ is the EOS® tool that helps leaders identify which activities they should keep doing and which they should delegate. Every leader maps their activities into four quadrants based on two questions: do I love or hate it, and am I great or not great at it?
Delegate and Elevate is how leaders free themselves to focus on the work they do best and unlock the next level of growth for their company. EOS teaches that a minimum of 80 percent of your boss-related activities should land in the top two quadrants.
Leadership + Management = Accountability. The foundational framework for building strong, aligned, high-performing teams.
In EOS, LMA stands for Leadership + Management = Accountability. It is a foundational concept for building strong, aligned teams.
When leading your direct reports, ask yourself whether you are consistently doing each of these five things.
When managing your direct reports, ask yourself whether you are consistently doing each of these five things.
Resources, templates, and guides for Clarity Break.
Resources, templates, and guides for Quarterly Conversation.
Resources, templates, and guides for The 5 Rules.
The 5 Rules connect closely to the Visionary/Integrator dynamic. Visit the V/I Resources page for additional tools and reading on this topic.
Resources, templates, and guides for 3-Step Process Documenter.
Resources, templates, and guides for 8 Cash Flow Drivers.
Resources, templates, and guides for The Trust Builders.
Resources, templates, and guides for Kolbe A™ Index.
Resources, templates, and guides for The Assistance Track.
Resources, templates, and guides for Back to the Basics.
Resources, templates, and guides for "Off-Line" Meeting Track.
Resources, templates, and guides for Owner/Employee Rules of the Game.
Resources, templates, and guides for Sales Department Checkup.
Resources, templates, and guides for Mergers/Acquisitions "Fit".
Resources, templates, and guides for Getting What You Want.
Resources, templates, and guides for Compartmentalizing.
A company-wide meeting to share your vision, celebrate wins, and get everyone aligned on where you're headed. Typically held after Vision Building Day 2 as part of your rollout.
Templates, examples, and guidance for crafting and delivering your Core Values Speech to your team.
Tools and exercises to help your team discover and lock in your niche and purpose — the two things that define why your company exists.
Resources for setting a bold, clear, and compelling 10-Year Target that your full leadership team can rally behind.
Understanding the Visionary and Integrator dynamic is one of the most impactful things your leadership team can do early in your EOS journey. The right people in the right seats starts at the top.
Articles, videos, books, and supplemental reading Katie recommends throughout your EOS journey. This page grows as your implementation deepens.
Every book you'll need throughout your EOS implementation — organized by when to read them. Katie recommends working through these alongside your sessions.