The Power of Clarifying and Simplifying Your Vision
"Vision without traction is hallucination" - Gino Wickman

The Power of Clarifying and Simplifying Your Vision

Overview:

Topic: 8 Powerful Questions to Simplify Your Vision

Time: 15min

Takeaway: Clarify and Simplify Your Vision by using 8 Powerful Questions

Tool: The Vision/Traction Organizer? (V/TO) https://www.eosworldwide.com/vto-download

Tip: Begin with the end in mind and then work your way backward!

Try: Start with question number 7 – what are your top 3-7 business priorities for the next 90 days? Make one of those priorities to fill out the rest of the V/TO with your Leadership Team!

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*Like learning by watching instead of reading? Check out my video on this topic:

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Introduction

Vision is important, but purpose is even more important. Where are you going as a company? Yes – that is a great question! But more important than where is WHY are you going there? When you start with why it helps you move with greater purpose and clarity! You can get and stay motivated when you consistently go back to the why. But what about the how??? If the vision is "Where to go and why to go" where does the "how to get there" fit in? In the EOS world, that answer lies in the Traction Component! But you get a taste of "how" by creating a Marketing Strategy and creating 3-7 90-day business priorities! The Vision of a Company all comes down to answering 8 simple yet profoundly powerful questions. To the extent you can clarify and simplify your answer to these 8 questions, you will be able to better achieve them!

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EOS provides results around three fundamental concepts: Vision, Traction, Healthy.

1) Vision:

  • As an organization, where are we going and how are we going to get there?

2) Traction:

  • As an organization, how can we execute on that vision day in and day out with focus, discipline, and real accountability?

3) Healthy:

  • As an organization, how can we cultivate a cohesive, functional, fun, open, honest, and vulnerable environment and culture?

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How does it do this?

EOS was created to clarify, simplify, and achieve the Vision of an Entrepreneurial type company. It does that by clarifying and simplifying your business into 6 Key Components called the EOS Model?. To the extent you and your Leadership Team can get 80% strong or better in the 6 Key Components, the business will start to run smoothly and become self-sustaining! As goes the Leadership Team so goes the rest of the company.

There is a proven process that acts as a guide or roadmap for success on this journey to strengthen the 6 key components. For mote details, check out this video here:

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Here is an overview of The EOS Proven Process:

Get with your Leadership Team and watch the video above. If it makes sense, reach out to me for help! Follow these 5 steps below:


The EOS Proven Process

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Step 1 – 90 Min Meeting

  • You in your leadership team will start with the 90 Min Meeting
  • Here you will learn about EOS and your EOS Implementer
  • You will also learn how aligned your Leadership Team is around strengths, challenges, meetings, a common plan, and accountability.
  • Finally, you will understand exactly what EOS is (the tools) and how it works (the process).

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Step 2 - Focus

  • You and your leadership team will participate in your first full day session - the Focus Day.
  • Here you and your Leadership Team will begin to develop a common language around breaking through the ceiling when you get stuck! How? By learning and starting your journey on mastering the 5 Leadership Abilities.
  • You also will develop the Right Structure for your company using the Accountability Chart.
  • You and each member of the Leadership Team will come up with 3-7 Rocks (90-Day Priorities) to focus on - as a Company and Individually.
  • You will develop a better understanding of how to run a Weekly Level 10 Meeting!
  • Lastly, you and your team will take a "first cut" at the 5-15 most important numbers that help you make better decisions for your company - the Scorecard tool.

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Step 3 – Vision

  • You in your Leadership Team will participate in two full day sessions called Vision Building Day 1 and 2
  • EOS Worldwide takes a spaced learning approach. Here is how it works.
  • During the focus day you are learning as much as possible about the five focus day tools. Then for 30 days you are applying what you just learned.
  • When we come back together for vision building day one, we review the focus day tools and refine them. We ask questions like what's working, and what's not working? It's time to evaluate and analyze how you are doing as a leadership team with Mastery of the focus day tools.
  • Then we go to work answering the eight questions of the vision traction organizer. It go as far as we can and then 30 days later would do vision building day two. It's a space learning process because you're learning, applying, evaluating, and then adding new learning.
  • Summary = Learn. Do. Review. Refine. New learning.
  • This creates durable learning and Mastery level implementation.
  • At the end of 60 days, you will have done a 90-minute meeting, a focus day, a vision building day one, and a vision building day two. As a result, we now enter into full execution mode where you and your leadership team enter the 90-day World.

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Step 4 – 90-day world

  • You and your Leadership Team will focus for 90 days on accomplishing your rocks and having great level 10 meetings. You also will focus on attacking your scorecard with vengeance.
  • You'll begin to roll out us to the different department levels of your organization and begin giving state of the company quarterly addresses.
  • At the end of the 9 days you'll come back together for a quarterly session led by your EOS implementer. Here you will began to tackle the long-term issues, review and refine the eight questions of the VT oh, and review your progress from the past 90 days on your rocks and then cast vision for the next 90 days in terms of where you feel like the company needs to go. At the end of the 90 days, you will feel exhausted and start to fall off.
  • The quarterly session is an opportunity to get refocused, realigned, re-energized, recharge, and rejuvenated to attack the next 90 days with gazelle-like intensity.
  • You have three separate quarterly sessions.
  • At the end of the year, you do a 2-day annual session. Now you and your leadership team come together for a special 2-day annual session. Here you will focus on organizational team Health, and commitment to the vision, and do another deep dive on the 8 questions of the V/TO.

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Step 5 – Graduation

  • You and your lecture team will graduate within 2 years (on average). What this means is that you will no longer need your EOS implementer.
  • Most likely the integrator of your company will now take over and fully run the quarterlies and 2-day annual within the 90-day world Cycle. If you want to you can totally keep your EOS implementer.
  • Some clients like having that outside perspective.
  • But the job of the EOS Implementer is to create empowerment and Independence.
  • The goal of the EOS is to run a Better Business and live a better life.

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Where do you start on the journey?

As contrary as it may sound, start with building Traction first, then Vision! Get momentum! Create easy and quick wins! Generate high levels of FOCUS! Then clarify and simplify the vision. Once you are 30 days into the EOS Journey, work on your Vision as a Leadership Team. Whether you are using an EOS Implementer (highly recommended) or doing a version of "self-implementation" start with the following areas:

Start with the Focus Day! Then create the Vision! From here, you enter the 90-Day World!

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Why does Vision Matter?

According to Wickman, most entrepreneurs can see the vision, but they make the common mistake of thinking others can see it too (2012, p. 29). When you clarify and simplify your vision, you and your Leadership Team will make better decisions about:

??? - People

??? - Process

??? - Finances

??? - Strategies

??? - Customers

Bottomline: having 100% alignment across the company around the Vision solves a lot of problems.

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How do you get strong in the Vision Component?

Focus on the V/TO Tool - answer 8 simple questions.

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Where did the Vision/Traction Organizer (the 8 questions) come from?

Gino had a friend who presented a lengthy business plan to his dad. They shortened it to 10 pages. Then to 2 pages. This company became the #1 Real Estate Sales Training Company in North America! He also borrowed some from Verne Harnish – founder of EO and Scaling Up. He talks at length about the idea of a business plan. It is a simplified approach to strategic planning.

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What are the 8 Q's?

1. Core Values - What are the Core Values of our organization?

Here are some additional questions that help clarify and simplify what is at the essence of this question:

  • "As an organization, who are you at the core?"
  • "What's the DNA of your organization?"

What exactly are Core Values?

  • They are a set of guiding principles for your organization.

How do you use your Core Values?

  • They allow you to attract great people and repel the wrong people.
  • You can use your Core Values in your hiring, firing, reviewing, recognizing, and rewarding your people!

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2. Core Focus - What is the Core Focus of our organization?

Here are some additional questions that help clarify and simplify what is at the essence of this question:

  • "As an organization, what are you uniquely gifted at?"
  • "What's your sweet spot as an organization?"

What exactly is the Core Focus?

  • It's your purpose, cause, and/or passion (why you do what you do) and your niche (what you do better than anyone else).
  • It is your sweet spot, the focus of your core company.
  • It's been called "Mission Statement", "Purpose Statement", "Vision Statement", "The Voice" (Steven Covey - the 8th habit), "The Hedgehog Concept" (Jim Collins - Good to Great). EOS Worldwide calls it "Core" "Focus" because it comes from your core and it's what you stay focused on.

How do you use your Core Focus?

  • This is your filter mechanism for making decisions. Does this project or investment or hire fit our Core Focus? No? Don't do it.
  • Use it to keep laser focused on what you do best as a company.

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3. 10-Year Target - What is our target in the next 10 years?

Here are some additional questions that help clarify and simplify what is at the essence of this question:

  • "As an organization, where are you going in the next 10 years?"
  • "What direction are you headed as an organization?"

What exactly is the 10-Year Target?

  • It could be 5 years our or 30 years out. Most clients pick 10 years.
  • It is a specific number, a quantitative point, a passionate and big dream that is a stretch goal yet can be achieved!
  • It is a destination that declares, as an organization, here is where we are headed!

How do you use your 10-Year Target?

  • You use this to motivate your people! Use it in the State of the Company Address to hype people up and give them clear focus!
  • Use it to keep your people excited and again laser-focused on your dream!

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4. Marketing Strategy – What is the Marketing Strategy to help you get there?

Here are some additional questions that help clarify and simplify what is at the essence of this question:

  • "How will you get there?"
  • "Who do you talk to, and what do you say to them?"

What exactly is the Marketing Strategy?

  • It is broken into 4 parts:

1) Target Market - who is your ideal client? (WHO to talk to)

  • Demographic - who and what are they?
  • Geographic - where are they?
  • Psychographic - why are they? (coming to you? what pain do you help? what problem do you solve?)

2) 3 Uniques (WHAT to say)

  • Three differentiators that separate you from the competition

What are the three things that make you unique?

3) Proven Process (WHAT to say)

  • What is it like to work with you?
  • 1-Page visual illustration of the journey you will take a person on from the time they are a prospect until they become a loyal long time satisfied customer

4) Guarantee (WHAT to say)

  • A pledge or a promise that promotes you taking care of them
  • It reduces the fear they might have and provides a higher chance they will move forward

How do you use your Marketing Strategy?

  • Use it to get the highest return on your marketing and sales efforts.
  • All of your marketing and sales processes should use the Marketing Strategy language.

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5. 3-Year Picture - Where are you going in the next 3 years?

Here are some additional questions that help clarify and simplify what is at the essence of this question:

  • "What does this company need to look like over the course of these next 3 years?"
  • "How can we move in the direction of our 10-Year Target over these next 3 years?"

What exactly is the 3-Year Picture?

  • It's just 5-15 bullet points of what needs to happen over the next 3 years to be "on track" for accomplishing your 10-Year Target.
  • It also includes a specific date, revenue number, profit number, and a measurables number.

How do you use the 3-Year Picture?

  • Sets you up for better 1-year planning.
  • Allows you to crystallize and visualize what will happen over the next 3 years as a company.
  • You revisit this every 90 days to better plan for a 1-year plan and to get an idea in your minds eye of exactly what needs to happen.

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6. 1-Year Plan - What needs to happen this next year to be moving in the right direction of our 3-Year Picture?

Here are some additional questions that help clarify and simplify what is at the essence of this question:

  • "What are the top 3-7 goals that MUST get accomplished this year?"
  • "To move in the right direction of the 3-Year Picture, what needs to happen this year?"

What exactly is the 1-Year Plan?

  • It is your top 3-7 goals for this next year.
  • It also includes a specific date, revenue number, profit number, and a measurables number.

?How do you use the 1-Year Plan?

  • Use it to review and re-align your Leadership Team every 90 days during your Quarterlies!
  • Helps you set better 90-day priorities (Rocks).


7. Rocks - what MUST get done over the next 90 days?

Here are some additional questions that help clarify and simplify what is at the essence of this question:

  • "What's most important as a company to accomplish in the next Quarter?"
  • "What are our top 3-7 most important priorities these next 90 days?"

What exactly are Rocks?

  • These are the top 3-7 business priorities that MUST get done over the next 90 days.
  • It also includes a specific date, revenue number, profit number, and a measurables number.

How do you use Rocks?

  • You create a 90-day world for everyone in the company.
  • The Leadership Team comes up with 3-7 priorities at the Company Level of the Organization to focus on for the next 90 days and then each individual leader has 3-7 individual 90-day priorities to focus on.
  • Ultimately everyone throughout the entire organization gets a number to focus on - a Rock. (3 to 7 rocks actually)
  • It's all in the context of "for the greater good of the company, what absolutely MUST get done this quarter?"
  • It creates laser focus, strong discipline, and high accountability to produce precise execution on a few really important things!

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8. Issues - What are the KEY issues to solve?

Here are some additional questions that help clarify and simplify what is at the essence of this question:

  • "What MUST get solved today? - Short Term Issues (Level 10 Meetings), this Quarter? - Long Term Issues (Quarterlies and Annuals)"

What exactly are Issues?

  • Short Term -> Problems or challenges that MUST get solved in 90 days or less!
  • Long Term -> Problems or challenges that MUST get solved in 90 days or more!

How do you use your Issues List?

  • Create a discipline of everyone in the whole organization having a place to put ideas, challenges, obstacles, opportunities, and problems.


Summary:

Focus on the discipline of consistently sharing that vision. The goal is to cultivate a rhythm and routine in your company of regularly sharing the vision so that there is one vision, one voice, and one team. You are trying to empower your team to be one! As you do this, you will find that team health goes up because the environment you are cultivating is unity. End goal: 100% of your team is on the same page, rowing in the same direction.


*Adapted from the book: People by Mark O'Donnell

?For more help, check out this article:

https://www.eosworldwide.com/blog/what-the-heck-is-a-state-of-the-company

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Challenge:

Over the next 30 days, you and your Leadership Team focus on 5 areas:

1) Develop a common language around The Five Leadership Abilities.

Read this article and watch this video. Get on the same page around the importance of these leadership abilities. Commit to breaking through the ceiling and getting unstuck as a Leadership Team.

Article: https://www.dhirubhai.net/pulse/power-five-leadership-abilities-charlie-rhea-epbyc/?trackingId=RFxX7vUWQICNfjhNj5BGnA%3D%3D

Video: https://www.youtube.com/watch?v=8HhA9yJONH8


2) Create the right structure (build out the Accountability Chart)


3) Set 90-Day Business Priorities

3-7 as a Company

3-7 for each individual leader


4) Develop the right meeting pulse

Read this article and watch this video. Get on the same page about the importance of the Level 10 Meeting. Set up a date and time. Make it the same day, same time. Be sure to start on time and end on time. Follow the specific agenda. Assign someone to be the facilitator and someone else to be the notetaker. Start running weekly Level 10 Meetings!

Article: https://www.dhirubhai.net/pulse/power-level-10-meeting-part-1-charlie-rhea-0duwc/?trackingId=XXYkXlJOREC%2BlmffOa83yA%3D%3D

Video: https://www.youtube.com/watch?v=88wjJo44N04

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5) Create a "first cut" at your Scorecard!

5-15 measurables (weekly numbers) at what a great week looks like for your company. Read this article and watch this video

Article: https://www.dhirubhai.net/pulse/power-scorecard-charlie-rhea-rvxfc/?trackingId=16aUmXlvTr2V81HsjWeKjQ%3D%3D

Video: https://www.youtube.com/watch?v=UY3O3UQL3PQ

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Most of all - reach out for guidance in your journey! I am happy to walk you through this process! If so, we'd start at the beginning - doing a 90 Min Meeting with you and your Leadership Team. This will give you an overview of What EOS is, Where it came from, What the Tools are, and How it works with the Process. This is a transformational session! It is the RIGHT first step in the EOS Journey!

?Not convinced? Watch this 5-minute video and then let's talk!


Final Thoughts:

It all comes down to this: Right vision, with the right strategy, with the right people, on the right seats, going in the right direction, in the right way, following the right processes, managing the right data, solving the right problems in the right way at the root level for the greater good of the company, with the right accountability, in the right culture. Successful businesses operate with a clear vision that is shared by all. They have the right people in the right seats. They take the right time to develop and empower their key leaders in the right way. They have a good pulse on the operations of the company and are monitoring and managing the key numbers on a weekly basis. They are able to identify and solve problems quickly in an open and honest environment. They document the key processes that run the company and teach and train others on them so that there is a Followed by All (FBA) culture of high accountability and execution. They establish priorities for each department and employee and follow up with it through discipline and true accountability. Clarify and Simplify your Vision to better Achieve it!


Additional Resources:

1) Free 30-Day Trial of Ninety.io *This software will simplify and streamline all the EOS Tools in one place!

https://eos.ninety.io/login/sign-up?partner_key=657b7f3d4142630011c25c9f&ps_partner_key=NjU3YjdmM2Q0MTQyNjMwMDExYzI1Yzlm&ps_xid=hDUXVcPgsjzWOj&gsxid=hDUXVcPgsjzWOj&gspk=NjU3YjdmM2Q0MTQyNjMwMDExYzI1Yzlm ?


2) Free Download of the V/TO Template:

https://www.eosworldwide.com/vto-download


3) Free Chapter of the Book "Traction" by Gino Wickman:

https://www.eosworldwide.com/traction-book


4) Additional Article on this topic:

https://www.eosworldwide.com/blog/whats-in-your-v-to


5) The 5 Min Meeting: *Learn about EOS in under 5min!

https://www.youtube.com/watch?v=xPEDy88Zm_Q


6. The State of the Company Address:

https://www.eosworldwide.com/blog/what-the-heck-is-a-state-of-the-company


?7. The Five Leadership Abilities:

Article: https://www.dhirubhai.net/pulse/power-five-leadership-abilities-charlie-rhea-epbyc/?trackingId=RFxX7vUWQICNfjhNj5BGnA%3D%3D

Video: https://www.youtube.com/watch?v=8HhA9yJONH8


8. The Level 10 Meeting:

Article: https://www.dhirubhai.net/pulse/power-level-10-meeting-part-1-charlie-rhea-0duwc/?trackingId=XXYkXlJOREC%2BlmffOa83yA%3D%3D

Video: https://www.youtube.com/watch?v=88wjJo44N04


?9. The Scorecard:

Article: https://www.dhirubhai.net/pulse/power-scorecard-charlie-rhea-rvxfc/?trackingId=16aUmXlvTr2V81HsjWeKjQ%3D%3D

Video: https://www.youtube.com/watch?v=UY3O3UQL3PQ


10. The EOS Proven Process:

Article: Create A Proven Process for Success (eosworldwide.com)

Video: https://www.youtube.com/watch?v=JlmKK__rcwk&t=8s?

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Absolutely crucial to align your entire team around the vision for maximum impact. ??

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