Session: Vision Building Day 2

EOS Tools and Vision Building - Day 2

I. Overview:

This document synthesizes information from several EOS Worldwide resources, focusing on the Vision Building Day 2 session and key EOS tools and concepts. The goal is to provide a clear understanding of the objectives, agenda, and facilitation techniques involved in helping leadership teams clarify their vision and implement EOS principles.

II. Key Themes and Concepts:

• Vision Building Day 2 Session: This session is a crucial step in the EOS process, following a "Focus Day" and Vision Building Day 1. It aims to solidify the leadership team's vision and create a clear plan for execution. The session strengthens the "Six Key Components" of a business.
• "Remember, we started the process with a focus day. Move forward to vision building day one about 30 days ago. Today's vision building day two. And when we finish today, we're going to move into the execution phase of the EOS process."
• Mastery of Focus Day Tools: A primary objective is to ensure the leadership team understands and actively uses the five Focus Day tools: *Hitting the Ceiling: Acknowledging that hitting ceilings is inevitable and understanding the five leadership abilities needed to break through them. *Accountability Chart: Defining the right organizational structure and ensuring everyone is in the right seat. *Rocks: Setting and completing quarterly priorities. *Meeting Pulse: Mastering the Level 10 Meeting format. *Scorecard: Tracking key performance indicators to monitor progress.
• "Our second objective is that we walk out of here with a crystalclear vision for the organization and a clear plan to achieve that vision and that you are all 100% on the same page with your vision and plan."
• The Vision/Traction Organizer (V/TO): The V/TO is a central document that captures the company's vision, including:
• Core Values
• Core Focus (Purpose/Cause/Passion + Niche)
• 10-Year Target
• Marketing Strategy (Target Market, 3 Uniques, Proven Process, Guarantee)
• 3-Year Picture
• 1-Year Plan
• Rocks
• Issues List
• Marketing Strategy: Defining the ideal customer and crafting a compelling message. It involves identifying:
• Target Market (Demographics, Geographics, Psychographics)
• 3 Uniques (Value Proposition, Differentiators)
• Proven Process (Mapping the customer experience)
• Guarantee (Reducing customer risk)
• "Marketing strategy includes four aspects and these first two we're going to nail today. We've got to get it right and then these last two we're simply going to make a decision. So target market we're going to define your ideal customer. The demographic, geographic and psychographic profile of your ideal customer. three uniques."
• 3-Year Picture: Creating a clear vision of what the company will look like in three years, including:
• Revenue, Profit, Measurables
• Number of Employees (Right People, Right Seats)
• Core Processes Documented, Simplified, and Followed By All (FBA)
• "What does this company look like in your mind? eye. What do you see when you imagine the company 2 and a half years from now at 18 million, 1.5 million profit, 1,800 widgets?"
• 1-Year Plan: Establishing specific, measurable, achievable, relevant, and time-bound (SMART) goals for the coming year.
• Rocks (90-Day Priorities): Breaking down the 1-Year Plan into actionable quarterly priorities for the company and individual leadership team members.
• Issues List: Identifying and prioritizing issues, then compartmentalizing them for resolution in Level 10 Meetings or through long-term strategic planning.
• Compartmentalizing: Organizing tasks and priorities into distinct categories: Goals (1 Year), Rocks (90 Days), To-Dos (7 Days), and Issues (Long-Term and Short-Term).
• EOS Foundational Tools: These are the five core tools that are implemented at every level of the organization: V/TO, Accountability Chart, Rocks, Meeting Pulse, and Scorecard.

III. EOS Tools and Processes in Detail:

• 3-Step Process Documenter: This tool provides a structured approach to documenting core processes:

1. Identify: List Core Processes (HR, Marketing, Sales, etc.).
2. Document: Record major steps in each process, supported by sub-points (who/what/where/when/how).
3. Measure: Confirm compliance with steps and activities for ac