Six Keys To Getting What You Want YOUR BUSINESS GET A GRIP

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(214) 808-6375ann@mpoweredjourney.comProfessional EOS ImplementerMpowered JourneyAnn SheuSix Keys to Getting What You Wantfrom your Entrepreneurial CompanyON YOUR BUSINESSGET A GRIP

NOTESwww.eosprocess.com 2003–2019 Gino Wickman. All Rights Reserved.

THE EOS MODELwww.eosprocess.comTM 2003–2019 Gino Wickman. All Rights Reserved.1

CORE FOCUS CORE VALUESwww.eosworldwide.comGuarantee:Proven Process:3 Uniques :1.2.3.Target Market/”The List”:Our Niche:Purpose/Cause/Passion:1.2.3.4.5. 2003–2019 EOS. All Rights Reserved.MARKETINGSTRATEGY10-YEAR TARGET 2ORGANIZATION NAME:VISION What Does It Look Like?Measurables:Profit:Revenue:Future Date:3-YEAR PICTURE THE VISION/TRACTION ORGANIZERTM

Measurables:Rocks for the Quarter1.2.3.4.5.6.7.Measurables:Goals for the Year1.2.3.4.5.6.7. 2003–2019 EOS. All Rights :Revenue:ROCKSFuture date:1-YEAR PLANTRACTIONORGANIZATION NAME:Who10.9.8.7.6.5.4.3.2.1.Prioritize Identify Discuss SolveISSUES LISTTMTHE VISION/TRACTION ORGANIZERFuture date:3

EXAMPLES OF CORE VALUES Shows unequivocal excellence Continually strives for perfection Wins Does the right thing Compassion Shows honesty and integrity Is hungry for achievement Is enthusiastic, energetic, tenacious, and competitive Encourages individual ability and creativity Maintains accountability Services the customer above all else Works hard Is never satisfied Is interested in continuous self-improvement Helps first Exhibits professionalism Encourages individual initiative Is growth-oriented Treats everyone with respect Provides opportunity based on merit; no one is entitled toanything Has creativity, dreams, and imagination Has personal integrity Isn’t cynical Exhibits modesty and humility alongside confidence Practices fanatical attention to consistency and detail Is committed Understands the value of reputation Is fun Is fair Encourages teamwork4www.eosprocess.com 2003–2019 Gino Wickman. All Rights Reserved.

THE PEOPLE ANALYZERwww.eosprocess.comTM 2003–2019 Gino Wickman. All Rights Reserved.5

THE ACCOUNTABILITY CHARTVisionary 20 Ideas Creativity/Problem Solving Big Relationships Culture R&D More on EmotionIntegrator Lead, Manage,Accountability (LMA) Profit & Loss/BusinessPlan Remove Obstacles &Barriers Special Projects More on Logic 6Sales/MktgLMASales/Revenue GoalSellingMarketingSales & MarketingProcess OperationsLMACustomer ServiceProcess ManagementMaking the ProductProviding the Servicewww.eosprocess.com FinanceLMAAR/APBudgetingReportingHR/AdminITOffice Management 2003–2019 Gino Wickman. All Rights Reserved.

NOTESwww.eosprocess.com 2003–2019 Gino Wickman. All Rights Reserved.7

GWCTMAre each of your people in the right seat?If they are not, you will be frustrated, they will be frustrated, and, as a result, you will never beable to completely delegate and elevate. You will always be forced to do their work and will notbe able to let go of the vine.In order for someone to be in the right seat, to step up, and to ultimately fill the opening youhave created, he or she must get it, want it, and have the capacity to do the job. If any one ofthe three is a “no,” it is never going to happen . 99.9 percent of the time.Do they:YNooWant it? ooCapacity? ooGet it? Do all of the neurons in his or her brain connect when you explain and theydo the job?Does he or she get all of the ins and outs of the position?Not everyone gets it, and it’s not a bad thing. He or she just needs to be in adifferent seat.Does he or she genuinely want to do the job?Does he or she get up every morning wanting to do it?You can’t pay, motivate, force, or beg him or her to want it. He or she has towant it on his or her own.Sometimes people get it and have the capacity, but just don’t want it anymore. Does he or she have the mental, physical, spiritual, time, knowledge and emotionalcapacity to do the job?Sometimes this one is negotiable. While not getting it or wanting it are deal-killers,a problem of capacity can be solved, although rarely. If you believe the person cangain the capacity and you are willing to invest the time, resources, and energy for himor her to do so, do it. It is just that most growing organizations don’t have the luxuryof waiting one to three years for someone to gain the capacity and need the seat filledcompletely now.8www.eosprocess.com 2003–2019 Gino Wickman. All Rights Reserved.

NOTESwww.eosprocess.com 2003–2019 Gino Wickman. All Rights Reserved.9

COMPANY SCORECARD10www.eosprocess.com 2003–2019 Gino Wickman. All Rights Reserved.

EXAMPLES OF MEASURABLESSales & Marketing:New leadsOpportunities (#, or both)Sales callsSales meetings/presentationsProposalsClosed businessClose ratioAncillary sales (accessories, warranties,service plans.)Expected revenue (a pipeline number)Actual revenueYTD revenue (% to plan)Errors (estimating, ordering, design.)% of asking price receivedCost of sales (salaries commissions/revenue produced)Page viewsClicksRedeemed couponsWalk-ins/call-insInfo requestsWeb conversionswww.eosprocess.comOperations:Run rate/units per hourErrorsCustomers’ problems/complaintsDefect rate (% of units produced late,over budget or out of spec)Breakage/wasteBin, sort, inventoryDelivery, shippingUtilization rates (for both labor andmachinery)Customer ratingWarranty claimsOvertimeUnbillable hoursCost per unitAverage hourly rateFinance:Weekly revenueCash balanceA/RA/R 45 or 60 ( or % of totalreceivables)A/PErrors (input, billing, reporting.)YTD gross profit marginYTD net profit marginEmployee satisfactionSystems uptime (internal IT)Employee sick daysLate employeesEmployees not hitting their numbersOpen positionsPayroll 2003–2019 Gino Wickman. All Rights Reserved.11

THE ISSUES SOLVING TRACKTMStarting with your issues list, identify the top threeissues*, then follow the Issues Solving Track *An “issue” is defined as a problem, obstacle, barrier, idea or opportunity. Basically anythingunresolved that needs to be discussed.Step 1: Identify The stated problem is rarely the real issue.You have to dig down to find the real issue.Don’t move forward until you clearly identify the real issue.Once you have identified the real issue, then move to discuss and stay laser focusedon the real issue until it is solved (no tangents).Step 2: Discuss In an open and honest environment, everyone must share their thoughts, ideas,concerns, and solutions regarding the real issue. Discuss and debate. Everyone needs to get it all out on the table, but only say it once. If you say it more thanonce, you are politicking. Once everything is on the table and things are getting redundant, it’s time for thesolution. With the greater good in mind, the solution is always simple, though sometimes noteasy and sometimes very hard.Step 3: Solve It’s more important that you decide than it is what you decide . so decide!The solution needs to be stated by someone until you hear the sweet soundof agreement.Sometimes you will have to go back to the discussion step after the solution is statedbecause you haven’t truly solved it. Once everyone agrees, or at least can live with the decision, the action step(s) mustbe owned by someone and put on the To-Do List, which then are confirmed complete innext week’s meeting.Rule of thumb: On a healthy team, eight out of ten times everyone will agreewith the solution. However, two out of ten times they won’t, and theIntegrator needs to make the final decision. Consensus management doesnot work and will put you out of business faster than anything. Noteveryone will be pleased in these situations, but as long as they have beenheard and the team is healthy, they can usually live with it and mustsupport the decision. From there, there must be a united front movingforward.12www.eosprocess.com 2003–2019 Gino Wickman. All Rights Reserved.

CORE PROCESSES People Process Marketing Process Sales Process Operations Process(es) Accounting Process Customer–Retention Processwww.eosprocess.com 2003–2019 Gino Wickman. All Rights Reserved.13

THE LEVEL 10 MEETINGTMThe Weekly AgendaDay: Time:Agenda:Segue5 MinutesScorecard5 MinutesRock Review5 MinutesCustomer/Employee Headlines5 MinutesTo-Do List5 MinutesIDS60 MinutesConcludeRecap To-Do ListCascading messagesRating (1-10)14www.eosprocess.com5 Minutes 2003–2019 Gino Wickman. All Rights Reserved.

EOS FOUNDATIONAL TOOLSTM Vision/Traction Organizer (V/TO )TM Accountability Chart Rocks Meeting PulseTM Scorecardwww.eosprocess.com 2003–2019 Gino Wickman. All Rights Reserved.15

NEXT STEPS16www.eosprocess.com 2003–2019 Gino Wickman. All Rights Reserved.

THE TRACTION LIBRARYwww.eosprocess.com 2003–2019 Gino Wickman. All Rights Reserved.

Six Keys to Getting What You Want from your Entrepreneurial Company GET A GRIP ON YOUR BUSI