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The EOS Model™ – Entrepreneurial leaders typically focus on too many things when running their businesses. The EOS Model illustrates The Six Key Components of any organization. When only these six are focused upon and strengthened, all symptomatic issues go away.

 The EOS Model (Adobe PDF)



The V/TO™ – Strategic planning is often too complex, and an organization‘s vision is seldom clear and concise. The Vision/Traction Organizer™ (V/TO) is a powerful tool to help you simplify the strategic planning process, getting your vision out of your head and onto paper by answering eight questions to crystallize where your organization is going and how you will get there.

 The V/TO (Adobe PDF)

The V/TO™ Overview Video: Simplified Strategic Planning


The V/TO – In Microsoft Word format.

 The V/TO (MS Word)



The Accountability Chart – Organizations that are structured to satisfy egos, out of fear of upsetting people, or based on what worked in the past, will not function well. The Accountability Chart is a tool that helps you take a big step back to define the structure that will take your organization to the next level. The chart also clarifies everyone’s roles and responsibilities. 

 The Accountability Chart (Adobe PDF)


The People Analyzer™ – Evaluating people is a difficult and subjective task. With the People Analyzer, you will be able to cut through the complexity and clearly identify if someone fits in your culture and is filling the right seat.

 The People Analyzer (Adobe PDF)


GWC™ – Having every person in the right seat is essential to being a great organization. GWC enables you to make those proper placements. GWC stands for “gets it”, “wants it,” and “capacity to do it,” the only three criteria in determining if a person is operating within his or her true skill set.

 GWC (Adobe PDF)


The 5-5-5™ – When managing people, it is difficult to stay clear on expectations and communicate them well to direct reports. The 5-5-5 cuts to the three most important expectations: they possess your five core values, they have the true skill set to perform in their five roles, and they are setting and achieving five rocks every quarter.

 The 5-5-5 (Adobe PDF)


Clarity Break – Most entrepreneurial leaders experience times when they are frustrated, feel overwhelmed, and lack clarity. By taking a clarity break at regular intervals, you regain the clarity and confidence you need to lead your people and manage your business like the best of them.

 Clarity Break (Adobe PDF)


Delegate and Elevate™ – In a growing organization, more and more comes at you, and your plate starts to overflow. The only way to stay ahead of the workload, continue to grow, and stay balanced is to continually delegate the right tasks and elevate yourself to your true skill set. The Delegate and Elevate tool will help you clearly define which tasks are in your sweet spot and which are not.

 Delegate and Elevate (Adobe PDF)


Kolbe – Knowing what makes you tick is vital in always staying energized and avoiding burnout. Kolbe is a powerful tool that helps you understand your conative, instinct-based, natural abilities.

 Kolbe (Adobe PDF)



The Meeting Pulse™ – Business meetings are typically inconsistent and ineffective. The Meeting Pulse advocates that leadership teams must meet quarterly for a full day and every week for 90 minutes, enabling them to stay focused, stay on the same page, and solve problems.

 The Meeting Pulse (Adobe PDF)


The Level 10 Meeting™ – Meetings that don’t resolve problems are a waste of time. The Level 10 Meeting Agenda incorporates the psychology of what makes for great weekly meetings, forcing you to look at and address what is most important, solving your issues as they arise.

 The Level 10 Meeting (Adobe PDF)


Rocks – When everything is important, nothing is important. Organizations won’t execute well when they don’t prioritize well. The process of setting Rocks enables an organization and its people to align around the three to seven most important priorities that must get done every 90 days.

 Quarterly Rocks (Adobe PDF)



The Issues Solving Track™ – Most teams spend the majority of their time discussing the heck out of issues, rarely solving anything. Problems linger for days, weeks, months – even years. The Issues Solving Track is a discipline that will enable any team to solve problems quickly in order of priority.

 The Issues Solving Track (Adobe PDF)



Scorecard – Entrepreneurial leaders often have an uneasy feeling about how their organizations are really doing. The Scorecard lets those leaders have an accurate pulse of their businesses and gives them the ability to predict future results.

 Scorecard (Adobe PDF)



The 3-Step Process Documenter™ – Everyone doing things their own way leads to chaos. To create a well-oiled machine that functions with consistency, efficiency, and greater profitability, you must systemize your business. The Three-Step Process Documenter provides a simple approach to doing just that.

 The 3-Step Process Documenter (Adobe PDF)