Entrepreneurial Operating System - A keynote
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The Entrepreneurial Operating System (EOS) is a process that incorporates vision (strategic planning) and traction (developing the leadership team) to help companies achieve their goals and build a healthy company. This is a sixty-minute keynote address I gave to a group of company leaders to equip them to lead more effectively - tomorrow!
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Entrepreneurial Operating System - A keynote
- 1. Strategic Planning: Using EOS® as powerful tool for HEALTHY growth
- 3. WWW.THETRUGROUP.COM 3 I believe . . . Great conversations start with a question
- 4. 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
- 5. WWW.THETRUGROUP.COM 5 Frustrations of Leaders • People • Control (lack of) • Profit • Overwhelmed / Focus • Hitting the Ceiling
- 6. 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
- 7. Strategic Planning: Using EOS® as powerful tool for HEALTHY growth
- 9. 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
- 10. WWW.THETRUGROUP.COM 10 Vision: 8 Questions • Core Values • Core Focus • 10-Year Target • Marketing Strategy • 3-Year Picture • 1-Year Plan • Rocks • Issues
- 11. WWW.THETRUGROUP.COM 11 Vision: 8 Questions
- 12. WWW.THETRUGROUP.COM 12 Vision: 8 Questions
- 13. 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
- 14. WWW.THETRUGROUP.COM 14 Right People Olivia + + + + Hannah - - - - Charlie +/- +/- +/- +/- The Bar + + + +/-
- 15. WWW.THETRUGROUP.COM 15 Right Seat – Accountability Chart Visionary Integrator Sales/Mkting Ops Finance
- 16. WWW.THETRUGROUP.COM 16 Right Seat – Accountability Chart Integrator • LMA • Tie breaker • Team rhythm • Communication • Maintain organization focus • Day to day clarity
- 17. WWW.THETRUGROUP.COM 17 Right Seat – Accountability Chart GWC • Get It • Want It • Capacity to Do It
- 18. WWW.THETRUGROUP.COM 18 Right Person & Right Seat Olivia + + + + Y Y Y Charlie + + + +/- Y Y N Right Person / Right Seat
- 19. 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
- 20. WWW.THETRUGROUP.COM Measurable Owner Goal 9/4 9/11 9/18 9/25 10/2 10/9 10/16 20 Scorecard
- 21. 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”
- 22. 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
- 23. 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
- 24. WWW.THETRUGROUP.COM 24 EOS® – Foundational Tools 1 V/TO™ 2 Accountability Chart 3 Rocks 4 Level 10 Meeting™ 5 Scorecard
- 25. WWW.THETRUGROUP.COM 25 1 Using EOS® for HEALTHY growth Implement EOS® – proven process
- 26. WWW.THETRUGROUP.COM 26 2 Using EOS® for HEALTHY growth TRACTION® workshop
- 28. 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
- 30. WWW.THETRUGROUP.COM Learn more about People-Centered Leadership™ 30 FREE ebook 28 Tips for Developing as a People-Centered Leader
- 31. 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
- 32. WWW.THETRUGROUP.COM 32 Scott Patchin *available for free download on kindle, nook, ibooks, kobo, tolino, scribd, inktera What is leadership?
- 33. 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
Notes de l'éditeur
- 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.
- 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
- Core Values 3-Year Picture:
- 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
- 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
- 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
- Simple outline – will only spend a few minutes. The tools are outlined in the books Traction and Get a Grip
- 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.
- 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.
- 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.