EOS Framework

Entrepreneurial Operating System. A complete structure for running a business with clarity and accountability. If Business Operations feels chaotic, EOS provides the framework.

Vision/Traction Organizer (V/TO)

One-page document capturing where you're going and how you'll get there.

Core Values

The non-negotiables. Hire and fire based on these. Three to seven values that define your culture.

Core Focus

• Purpose/Cause/Passion — Why do you exist beyond making money?
• Niche — What do you do better than anyone? For whom?

10-Year Target

The big hairy goal. Specific enough to measure, ambitious enough to inspire.

Marketing Strategy

Your Marketing foundation documented:

• Target Market — Who specifically
• 3 Uniques — Why you over competitors
• Proven Process — Your methodology, named and visualized
• Guarantee — What you stand behind

3-Year Picture

Revenue, profit, key metrics, what the company looks like when you're winning.

1-Year Plan

The bridge from vision to execution. Specific goals with owners.

Rocks (90-day priorities)

The most important things this quarter. 3-7 rocks per person max. If everything is priority, nothing is.

Scorecard

Weekly numbers that tell you if you're on track. Leading indicators, not just lagging results.

L10 Meetings

Level 10 meetings. Same time, same agenda, every week. Keeps the team aligned and surfaces issues before they become crises.

Accountability Chart

Who owns what. Clear boxes, clear responsibilities. Eliminates "I thought you were handling that."

Issues List (IDS)

Identify, Discuss, Solve. Surfaces problems and forces resolution. No lingering issues that everyone knows about but nobody addresses.

Process Documentation

The way you do things, written down. Essential for scaling and maintaining consistency as you grow. Tools like ClickUp turn documentation into actionable checklists—see HighLevel ClickUp Integration for automating client onboarding processes.

Getting Started

Read Traction by Gino Wickman or work with an EOS Implementer. The framework works when you actually use it—reading about it doesn't count. Apply Mindset principles: action leads.

For the science behind why simple systems work, read The Checklist Manifesto—same principles surgeons and pilots use to prevent mistakes.

Simple systems prevent costly mistakes. Get The Checklist Manifesto →

See Also

• Business Operations — Where EOS fits
• ClickUp — Tools for implementing EOS processes
• The Checklist Manifesto — Why checklists work