Organizational EOS Checkup

Name

1. We have a clear vision in writing that has been properly communicated and is shared by everyone

2. Our core values are clear, and we are hiring, reviewing, rewarding, and firing around them

3. Our core business is clear, and our systems and processes reflect that

4. Our 10 year target is clear and has been communicated clearly to everyone

5. Our target market is clear, and our sales and marketing efforts are focused on it

6. Our differentiators are clear, and all of our sales and marketing efforts communicate them

7. We have a proven process for doing business with our customers. It has been named and visually illustrated, and everyone is adhering to it

8. All of the people in our organization are the right people

9. Our accountability chart (organizational chart of roles and responsibilities) is clear, complete, and regularly updated

10. Everyone is in the right seat

11. Our leadership team is open and honest, and demonstrates a high level of trust

12. Everyone has priorities and goals and is focused on them

13. Everyone is engaged in regular weekly meetings

14. All meetings are on the same day at the same time every week, have the same agenda style and start and end on time

15. All teams clearly identify, discuss, and solve key issues for the greater good and long term

16. Our systems and processes are documented, simplified, and followed by all

17. We have a system for receiving regular customer and team-member feedback, and we know their level of satisfaction

18. A scorecard for weekly metrics and measurables is in place

19. Everyone in the organization has well communicated targets for calls and percentages

20. We have a budget and are monitoring it regularly (monthly/quarterly)