GET A GRIP ON YOUR BUSINESS:

Traction and the EOS way to Structure for Success

Your Panel

Brian ChurchManaging Partner

Clear Summit Group

Tam KennedyFranchise Owner

Taco John’s

Richard SimtobPartner & Director

ZOUP! Eatery

Motivate you to Read the bookDownload the formsStart using the process in your business

Goals for Session

Ask Questions to group:

• Who has a plan? Written down? Share with team?

• Who accomplished the plan? Why not?

Questions for the Group

• Budget? Actions?

• Who is responsible?

• “No Plan survives the first customer”

What are the problems with plans?

Entrepreneur Operating System (EOS)

Define the Roles First

Pick the Right People

People

V

O S

I

F

A-Chart Overview

A-Chart Example

PERSON A

PERSON B

PERSON C

+/- +/-

+/-

+/-+++ +

---

+/-+ + +

Y

Y Y Y

Y Y Y

NN

+ always

- never

+/- sometimes

Right Person - Right Seat

Vision - Brian

4 Keys To RememberWritten Down - Shared Widely - Planned Against - Reviewed Quarterly

Vision Traction Organizer (VTO)

VTO - Organization Wide

Franchisor Division Franchisee

Data

Scorecard Metric Goal Result

SALES % 4.00% 20.41%

CUSTOMER

COUNT %0.95% 16.80%

BREAKFAST % 11.00% 11.60%

5 FOR $5 % 3.00% 2.06%

WEEKLY CASH <$7 -$2.00

WEEKLY LABOR

@ BUDGETY/N Y

WEEKLY DRIVE

TIME<3:30 4:00

WEEKLY L10 Y/N Y

MED/LRG

COMBO70% 72.23%

SOUR

CREAM45% 53.94%

NACHO

CHEESE33% 33.22%

DESSERTS 9% 8.70%

TORTILLAS <49 -38

# OF GOALS MADE /13 10

% AT GOAL 80% 76.92%

Process

1. Identify 2. Document 3. Package

3 Step Process Documenter

The Power of the Network

1. Identify 2. Document 3. Package

WEEKLY- LEVEL 10● CHECK IN

● REVIEW VTO

● SCORECARD REVIEW

● ISSUES AND TO-DOS

● SCORE THE MEETING

QUARTERLY PULSE● FOLLOWS THE WEEKLY FORMAT

● ROCKS DONE OR NOT DONE

● SETS NEXT QUARTER ROCKS PER PERSON

Everyone reports - every week and every quarter

Meetings

- A statement of commitment to a project that either Improves an Outcome or Solves a Problem

- Takes more than 7 days to complete

[Improvement Rock]-meant to fix or grow out of a problem.

“what will happen “ “by how much” “by doing this”

[New Activity Rock]-meant to begin a practice to enhance the biz.

“start this” “to improve this”

Everyone reports - every week and every quarter

Rocks

Teams ability to identity and solve issues

will determine your rate of success

Issues

I - Identify

D - Discuss

S - Solve

Entrepreneur Operating System (EOS)

EOS Process

Organizational Check Up

Questions?