The Power of Rolling Out the 5 Foundational Tools of EOS

*This EOS Rollout guide was created by Charlie Rhea, EOS Implementer®. All ideas were adapted from EOS Worldwide, another EOS Implementer® – Ted Bradshaw, and another EOS Implementer® – Lisa Gonzalez.

What is the EOS Rollout?

• The Leadership Team has officially completed the 90 Min Meeting, Focus Day, Vision Building Day 1 & 2 and is ready to “rollout” EOS to the entire company.

• EOS Rollout is strategically and systematically teaching, developing, and empowering your different departments on the EOS Foundational Tools.

• Certain key leaders must be in place to do this well!

Why does the EOS Rollout matter?

• In the 90 Min Meeting, during the teaching of the “Vision Component”, one of the disciplines to help get 100% alignment was to get everyone in the company to know what the Vision is, understand it, and follow it! The discipline / tool is called “Followed By All” (FBA).

• The EOS Rollout will help get your people rowing in the same direction.

• It will create maximal alignment and improve accountability!

• If you want a healthy organization, it starts with building and maintaining a culture of great communication, high trust, open & honest feedback, and a strong leadership team that is highly cohesive and functional!

• “As goes the Leadership Team, so goes the rest of the company”

What are some "best practices" for doing an EOS Rollout?

Here are a few tips:

• Rollout strategically and systematically!

• Only rollout EOS to those that are mature enough, hungry enough, and humble to handle it!

• Think about how you learned the tools. Then replicate that process to those you are teaching, developing, and empowering. (Remember the “Spaced Learning Process?” Teach. Test. Evaluate. Refine. Do this over a space of time.)

• Consider passing out copies of the book "What the Heck is EOS?" in your Rollout Plan! (It was made for that purpose!)

• Make sure at the Leadership Team level of the company, you all have mastery over the EOS Foundational Tools before you roll them out! What does “Mastery” mean?

*The entire Leadership Team has understanding of the 5 Foundational Tools for EOS and is implementing at the Leadership level of that organization. Understanding means they have competence, confidence, and clarity!

Competence?

1) You know what this tool is, why it is used, when to use it, and how to use it effectively!

2) You are skilled enough to model what 80% or better looks like in using this tool!

3) You have the appropriate knowledge to lead others using this tool!

Confidence?

1) You have practiced using the tool, have failed, have learned from those failures, and have refined it!

2) You have real working experience!

3) You know how to teach the tool well!

4) You are comfortable developing and empowering others to master the tool!

Clarity?

1) You know the purpose of the tool!

2) You know where it fits in the bigger picture of EOS!

3) You know where to go to learn more about the tool and refine your mastery!

Here are some additional Facts, Questions, & Answers:

1) What tools do I rollout first?

• You can for sure rollout the V/TO and Accountability Chart as those should be the same no matter who you are rolling them out to. This helps created clarity around the direction of the organization as well as the vision, plan, and structure!

• The other tools, it depends on several factors:

a. Who would benefit from this tool?

b. Is the Leadership Team at Mastery Level with this tool?

c. Who is hungry, humble, and mature enough to handling learning this tool?

d. Who will take the lead on teaching, training, developing, and empowering mastery over this tool?

e. The typical approach is to do one department at a time every quarter.

2) What is the best timeline for the EOS rollout?

• Again, it depends. How ready is your team?

• Some companies can go faster and further. Others go slow and keep it simple.

• Some companies will go one tool at a time every 90 days.

• At a minimum, schedule it after the EOS Vision Building Day 2. Ultimately you as a Leadership Team decide when, who, what, and how.

3) Who participates in the EOS rollout? (Pick One)

• Company-wide (ideal)

• Department by department or Regional

• In-Person (ideal) or Online

4) How might my team possibly respond?

• It’s possible that the first few times, you may be met with indifference.

• Remember: Good parenting is about having a handful of simple rules, repeating yourself often, and modeling it! It may take 7 times before they hear it for the first time.

• Convince them that this isn’t the flavor of the month. EOS is here to stay in your company. It is a new way of operating as a business.

5) How do we do the “State of the Company Address?” and when?

• Hold the State of the Company Address 1-2 weeks after your EOS quarterly session.

• This should be done every 90 days.

• During that speech, rollout EOS (at least the V/TO and the Accountability Chart).

• Also deliver your "Core Values Speech"

6) What is the agenda for the “State of the Company Address”?

*Consider having four main sections:

• Section 1 = Share your EOS experience. You can have different members of the Leadership Team chime in.

• Section 2 = Share where your company has been (example: the previous Quarter’s Rocks, Issues, Wins)

• Section 3 = Share where your company is (example: Ideas, key insights from EOS sessions, Scorecard)

• Section 4 = Share where your company is headed (example: share the V/TO from top to bottom, this next Quarter’s Rocks)

*You can definitely personalize this for the culture of your business (example: add birthdays, shoutouts for core values, celebrations, review specific metrics, etc.)

7) How will I know if my people “get it?“

• There is no magic pill or secret recipe. You are cultivating an environment of staying the course, being disciplined, and staying 100% aligned!

• You will KNOW who is helping the vision and who is hurting the vision.

• As a Leadership Team, you will need to make the tough people decisions on who doesn’t align. The goal is 100% Right People in the Right Seats.

• Don't STOP doing EOS Quarterlies or your State of the Company Address each Quarter!

• Once you start them your team will value the open and honest, clear and effective communication.

• If you get off track, return to basics each quarter to keep the vision SHARED BY ALL!

Sample Rollout Tracker (use this as a guide but remember - each company does it differently! Ultimately you and the Leadership Team decide when and how to do EOS Rollout!)

Rolled Out? Date? Who? EOS Foundational Tools™ Mastered? Date?

❏ V/TO™ ❏

❏ The Accountability Chart™ ❏

❏ Rocks ❏

❏ The Meeting Pulse™ ❏

❏ Scorecard ❏

Rolled Out? Date? Who? EOS Additional Tools Mastered? Date?

❏ The Five Leadership Abilities™ ❏

❏ Delegate & Elevate™ ❏

❏ Clarity Break™ ❏

❏ The Five Leadership Practices ❏

❏ The Five Management Practices ❏

❏ The 3-Step Process Documenter™ ❏

Passed Out? Date? Who? EOS Recommended Company Books Read? Date?

❏ “What the Heck is EOS” ❏

❏ “How to be a Great Boss” ❏

❏ “Process” ❏

❏ “Traction” ❏

❏ “People” ❏