1 Vision Thoughts

Advice and Insight For Entrepreneurs and Leadership Teams

What is YOUR Moonshot?

What is YOUR Moonshot?

Vision in EOS® is about alignment – making sure everyone on the leadership team and, ultimately, everyone in the organization is crystal clear where the organization is going and how it will get there.

During Vision Building™, we answer eight questions that together define the company’s vision, providing that alignment. One of those eight is what I call the Finish Line to the Marathon: the 10-Year Target™.

In his book Good to Great, Jim Collins tells us that great companies are great goal setters. And it begins with what he calls a BHAG: a Big, Hairy, Audacious Goal. The 10-Year Target is a company’s BHAG. But it is also much more than that.

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Do You Have An Abundance Mindset?

Do You Have An Abundance Mindset?

As a Certified EOS Implementer®, I can see the dramatic effect in my clients when things aren’t going well. And I can empathize.

As a business owner, I know how hard it can be to keep yourself looking forward with an abundance mindset. You get caught up in the day-to-day grind and focus solely on putting out fires. But when we spend our time paying attention to the things that go wrong, we can overlook the things going right.

read more
Create a Proven Process for Success

Create a Proven Process for Success

It’s never a good sign when the owner of a business is the only one closing sales. This is the exact position one of my clients found herself in. She was a sales expert, founded the company, and could sell her products better than anyone on earth.

Her sales staff, however, seemed like they couldn’t sell water to a rich man dying of thirst.

Fortunately, they were open to implementing a proven process in the business and because it was done right, they were able to get everyone selling like the stellar CEO.

Here’s how…

read more
Identify Business Issues to Solve

Identify Business Issues to Solve

Some business owners want to grow but don’t know how or blame outside forces for holding them back. Others feel like they’ve hit a ceiling on what they can accomplish and feel stuck.

As a Certified EOS Implementer®, I’ve met unmotivated owners who’ve lost their passion and others so overworked they’ve nearly lost their marbles. I’ve helped business owners address nearly every issue you can imagine using the EOS Model®. But before they could solve any of these business issues, they needed to identify them first.

SPINNING WHEELS

Owners who find themselves spinning their wheels may think no one else could possibly have these problems. They dig in and try harder only to find themselves getting even more stuck. It doesn’t have to be this way. With EOS, there is a path out of the chaos.

read more
‘Socialize’ Your Core Values

‘Socialize’ Your Core Values

What do I mean by socializing core values?

Displaying them publicly
Getting them out to everyone more often than just at the quarterly
Rewarding and recognizing those who are living the core values
Coming up with creative ways to keep the core values front and center
Now, you can say all you want about being a great company – even if you stand out amongst your peers. But it’s usually very difficult to convey just how cool your company is culturally and operationally after implementing EOS.

I know how solid a company has to be in order to operate at over 80% healthy on the Organizational Checkup®. But how well does the rest of the world that may never have heard of EOS know that?

read more
Getting Past Dysfunction in a Family Business

Getting Past Dysfunction in a Family Business

Not just the mom-and-pop shops of old, but many small businesses get proudly handed down from parent to child and beyond. Most family businesses like this have at least two generations still actively working in day-to-day operations. Sometimes that creates tension… and lots of it. But getting past family dysfunctions in the business can help them grow into a much stronger, healthier organization.

read more
The Missing Integrator

The Missing Integrator

The leadership team of a 10-year old company with a strong market position, but stagnant sales growth, had gathered for their EOS quarterly planning session and had just finished their Rock review.

I put down my reading glasses and said, “So, this quarter’s score was 52% complete. You’ve had 13 weeks of Level 10 Meetings™. At what point did you notice that half of these Rocks wouldn’t get done?”

That’s when everyone on the leadership team was startled at the raised voice of the normally calm company founder and visionary.

“What the heck is going on?” she said.

read more
Going Deep With the People Analyzer™

Going Deep With the People Analyzer™

There is probably no bigger problem a business faces than hiring the wrong person. The amount of time, money and emotional energy wasted is immense!

In EOS®, one of the foundational tools we use to solve this issue is the People Analyzer. It helps solidify that you have hired the right person for the right seat (RPRS). It works at the leadership team level all the way down to entry-level positions. EOS founder and creator of the People Analyzer, Gino Wickman, discusses the tool in depth in his book, Traction.

Let me share with you how a client of mine was able to implement the People Analyzer to create some amazing results.

read more
Trusting the Process

Trusting the Process

Do you know what it takes not to just thrive, but to dominate your industry?

Yes, I know that answer depends a lot on the industry. But I also know that following EOS purely and consistently, year after year, is what creates strong, enduring cultures that can adapt to the change and drive long-term growth.

After working with more than 100 clients throughout over 800 session days using the EOS Model® and proven tools, I’ve heard a lot of inspiring stories. But one particular client – owners of a second-generation construction company, soon to be third generation – has taken the EOS Process and really run with it.

read more
Make Your Rocks Rock!

Make Your Rocks Rock!

One of the most effective ways to get Traction® to grow your business is by selecting and completing quarterly Rocks that will make a significant difference to your business.

Rocks are the most important objectives that the business commits to achieve over the next 90 days. They are your top priorities for the upcoming quarter. They should either solve the most pressing issues facing your business, or represent substantial progress and move the business forward towards achieving its plans for the year and its long-term vision.

Given the importance of Rocks, it became a source of frustration when some of my clients were not completing many of their Rocks for a variety of reasons. Here’s what I told them…

read more

What is YOUR Moonshot?

Vision in EOS® is about alignment – making sure everyone on the leadership team and, ultimately, everyone in the organization is crystal clear where the organization is going and how it will get there.

During Vision Building™, we answer eight questions that together define the company’s vision, providing that alignment. One of those eight is what I call the Finish Line to the Marathon: the 10-Year Target™.

In his book Good to Great, Jim Collins tells us that great companies are great goal setters. And it begins with what he calls a BHAG: a Big, Hairy, Audacious Goal. The 10-Year Target is a company’s BHAG. But it is also much more than that.

read more

Do You Have An Abundance Mindset?

As a Certified EOS Implementer®, I can see the dramatic effect in my clients when things aren’t going well. And I can empathize.

As a business owner, I know how hard it can be to keep yourself looking forward with an abundance mindset. You get caught up in the day-to-day grind and focus solely on putting out fires. But when we spend our time paying attention to the things that go wrong, we can overlook the things going right.

read more

Create a Proven Process for Success

It’s never a good sign when the owner of a business is the only one closing sales. This is the exact position one of my clients found herself in. She was a sales expert, founded the company, and could sell her products better than anyone on earth.

Her sales staff, however, seemed like they couldn’t sell water to a rich man dying of thirst.

Fortunately, they were open to implementing a proven process in the business and because it was done right, they were able to get everyone selling like the stellar CEO.

Here’s how…

read more

Identify Business Issues to Solve

Some business owners want to grow but don’t know how or blame outside forces for holding them back. Others feel like they’ve hit a ceiling on what they can accomplish and feel stuck.

As a Certified EOS Implementer®, I’ve met unmotivated owners who’ve lost their passion and others so overworked they’ve nearly lost their marbles. I’ve helped business owners address nearly every issue you can imagine using the EOS Model®. But before they could solve any of these business issues, they needed to identify them first.

SPINNING WHEELS

Owners who find themselves spinning their wheels may think no one else could possibly have these problems. They dig in and try harder only to find themselves getting even more stuck. It doesn’t have to be this way. With EOS, there is a path out of the chaos.

read more

‘Socialize’ Your Core Values

What do I mean by socializing core values?

Displaying them publicly
Getting them out to everyone more often than just at the quarterly
Rewarding and recognizing those who are living the core values
Coming up with creative ways to keep the core values front and center
Now, you can say all you want about being a great company – even if you stand out amongst your peers. But it’s usually very difficult to convey just how cool your company is culturally and operationally after implementing EOS.

I know how solid a company has to be in order to operate at over 80% healthy on the Organizational Checkup®. But how well does the rest of the world that may never have heard of EOS know that?

read more

Getting Past Dysfunction in a Family Business

Not just the mom-and-pop shops of old, but many small businesses get proudly handed down from parent to child and beyond. Most family businesses like this have at least two generations still actively working in day-to-day operations. Sometimes that creates tension… and lots of it. But getting past family dysfunctions in the business can help them grow into a much stronger, healthier organization.

read more

The Missing Integrator

The leadership team of a 10-year old company with a strong market position, but stagnant sales growth, had gathered for their EOS quarterly planning session and had just finished their Rock review.

I put down my reading glasses and said, “So, this quarter’s score was 52% complete. You’ve had 13 weeks of Level 10 Meetings™. At what point did you notice that half of these Rocks wouldn’t get done?”

That’s when everyone on the leadership team was startled at the raised voice of the normally calm company founder and visionary.

“What the heck is going on?” she said.

read more

Going Deep With the People Analyzer™

There is probably no bigger problem a business faces than hiring the wrong person. The amount of time, money and emotional energy wasted is immense!

In EOS®, one of the foundational tools we use to solve this issue is the People Analyzer. It helps solidify that you have hired the right person for the right seat (RPRS). It works at the leadership team level all the way down to entry-level positions. EOS founder and creator of the People Analyzer, Gino Wickman, discusses the tool in depth in his book, Traction.

Let me share with you how a client of mine was able to implement the People Analyzer to create some amazing results.

read more

Trusting the Process

Do you know what it takes not to just thrive, but to dominate your industry?

Yes, I know that answer depends a lot on the industry. But I also know that following EOS purely and consistently, year after year, is what creates strong, enduring cultures that can adapt to the change and drive long-term growth.

After working with more than 100 clients throughout over 800 session days using the EOS Model® and proven tools, I’ve heard a lot of inspiring stories. But one particular client – owners of a second-generation construction company, soon to be third generation – has taken the EOS Process and really run with it.

read more

Make Your Rocks Rock!

One of the most effective ways to get Traction® to grow your business is by selecting and completing quarterly Rocks that will make a significant difference to your business.

Rocks are the most important objectives that the business commits to achieve over the next 90 days. They are your top priorities for the upcoming quarter. They should either solve the most pressing issues facing your business, or represent substantial progress and move the business forward towards achieving its plans for the year and its long-term vision.

Given the importance of Rocks, it became a source of frustration when some of my clients were not completing many of their Rocks for a variety of reasons. Here’s what I told them…

read more

The Common Path to Uncommon Success Begins with an Idea

You’ve been lied to.

In fact, we’ve all been lied to. The reason? Most people don’t want you to know one simple fact: Uncommon success is achievable, and the path is a common one.

I thought success meant money, respect and maybe even fame. That warped definition led me to law school, where after one miserable semester I dropped out. Then I dove into corporate finance, where I suffered in a cubicle for over a year before I simply couldn’t take it anymore and handed in my resignation. I then tried real estate thinking that would give me the freedom and fulfillment I desired. Nope.

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The Antidote for Chaos

My client’s Integrator called me the other day, upset.

“Dale, we solve problems, but new ones always arise. It seems like just when we get going, something else breaks down. What are we doing wrong?”

In physics, the Second Law of Thermodynamics states that, in a closed system, everything moves towards chaos. Everywhere in the universe, energy spreads out and becomes disorganized. It’s a phenomenon called “entropy.”

After years of working with entrepreneurs, I’ve found that organizations aren’t exempt. They all experience the effects of entropy and tend toward disorder. We call that “Hitting the ceiling.”

Here’s how you can put a stop to the disorder.

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Executing on a Company Vision to Make a Dream Come True

After a recent two-day Annual Planning meeting, Chris Martinez, the CEO of Central Electric said, “We always have an annual planning meeting, but this time was different. It was a dream come true, just as I had imagined it.”

He went on to explain, “The bonding of like-minded individuals on our leadership team that shares a common vision to help people reach their full potential is an amazing experience.”

Chris is referring to the experience of having a healthy and functional leadership team that is aligned with a common vision and executing towards that vision. We call this…

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Core Values Can Get You Through

To state the obvious and put it simply, 2020 was a tough year for many businesses. Earlier in the year – Q2 – one would have thought the world was going to end.

Come Q3, businesses started to breathe again. What had to be done was done and there was acceptance and some comfort in “the new normal.”

I worried a lot about many of my clients during this time. I checked in during Q2, but their availability was limited and a few did not proceed with their usual EOS® sessions which would have provided me an opportunity to fully understand the scope of what they were experiencing.

AND THEN, AN AMAZING THING HAPPENED…

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Do More of What you Love…and Less of What You Don’t

Do you know where your time and energy truly goes while you are working?

Do you focus your time, energy, and attention on the most valuable work that gets the best results for you and your business?

Does your work bring you joy and motivation?

The answer to all of these questions should be a resounding ‘YES!’ But in reality, most people would be lucky to be able to say ‘YES’ to even one.

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Where Did the Big Issues Go?

On the second day of a recent annual planning session, the company visionary –somewhat exasperated – interrupted the proceedings.

“Guys, we have only an hour left. Why aren’t we focused on our big, burning, urgent problems?”

We all looked at the Issues List.

I said to him, “We’ve been selecting and prioritizing our issues all afternoon. What big, burning problems do you see up here that we aren’t talking about?”

After some examination of the Issues List, he said “they aren’t up there.”

How could this be?

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Embracing the Process Component™

“One of them has to go,” the integrator said. The other members of the leadership team nodded their heads in grim agreement.

“Maybe both,” said the operations leader. “We may have two ‘wrong people’.”

Jen, their production manager and Dave, the human resources specialist, seemed to hate each other. Every time they worked together, it was a fight.

I asked what they fight about.

“It happens every time we hire someone,” said the operations leader. “They argue about everything… who gets the resume first, who makes the screening call, who makes the offer. Every time it’s an ugly battle.”

“What does the process say?” I asked.

After a long silence, the finance leader sheepishly answered, “What process?”

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Roll Out EOS With a Core Values Speech

After discovering your company’s core values, the next step in rolling out EOS to your organization is an all-hands meeting.

In that meeting, the visionary (or integrator) delivers a Core Values Speech. The speech paints a picture with history, stories, examples, analogies, and perhaps even “anti” examples.

The leaders share what acceptable behaviors look like in action. There is a hiring mantra: “hire for behavior, train for performance.” The Core Values Speech reinforces acceptable behavior and helps the core values permeate into the company and culture. Check it out…

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The EOS® Tool That Helped Haul in a Big Win

In a quarterly planning session six months ago, the team I was working with expressed great frustration with the inconsistency of their profit and cash flow. In some quarters, they did very well, while in others they barely broke even. In no recent period, however, did they generate as much profit and cash as they thought they should.

It was time for a deeper dive, so the team and I decided to pull out a tool called The 8 Cash Flow Drivers from the EOS Toolbox™ and see what we could do. Check it out.

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