Practice Management Member Conversations

Has anyone had success implementing EOS in their firm?  My partner and I have discussed implementing this strategy for three years.  Would anyone share their success story or strategy?

Yes!  We have been using an adapted version in our office for about 2 years and would be happy to discuss offline.

Hi John, 

I've used the EOS in my firm for about 8 years. It's been highly effective at helping us clarify goals, concentrate on the most important issues, increasing accountability, and achieving buy in from the firm. I'd say jump in and give it a try! Part of EOS is making steady improvement, so you can tweak the process as you go.

We use a series of Smartsheets and dashboards for the recording goals, updating our scorecard, tracking to dos, and documenting issues and their resolution, but a good old word-processing document would accomplish the same thing.

We got our initial training on the system through an Oregon State sponsored business growth grant. It was helpful to have someone walk us through the process a couple times until you get the rhythm of it. Or pick up a copy of Traction and Get a Grip by Gino Wickman & Mike Paton and that should be enough to get you started.

We are currently going through this now.  We have done the VTO and People Analyzer exercises so far, with future sessions scheduled this summer.  We went through a leadership transition a few years ago, so it was good to revisit and refocus our vision and goals. The People chapter is giving us a more objective lens on how we evaluate staff. 

I had increasingly heard about EOS from friends at other companies, including architecture and engineering firms.  I read Traction on my own and pitched it to my 3 partners. Its baby steps for now but I see benefit long term. 

Hi John:

A friend of mine was just telling me how she implemented this for a non-architecture business successfully and was now preparing to do the same exercise for an architecture firm.

Her contact information is:

Josephine Arbaugh, AIA at josephine.v.arbaugh@gmail.com

I've texted her to give her a heads up that you might reach out to connect.