How do we incorporate technology and AI workflow optimizations into our quarterly session days without violating the pure EOS® agenda?

Question

Tyler Smith · Accepted Answer

Keeping our quarterly session days focused on pure EOS® is critical to your execution success, but that does not mean we ignore technology. As a Professional EOS Implementer® who specializes in AI-powered operations, I help you weave these technical discussions naturally into the existing EOS® framework without disrupting the proven process.

We do not create a separate, distracting tech agenda. Instead, we address AI and technology exactly where they belong, which is within the Accountability Chart, the scorecard, and the IDS® portion of our day.

For example, when we review your Accountability Chart during a quarterly session, we look at the roles that are currently bottlenecked. If a seat has too many responsibilities, we do not immediately hire more people; we identify those roles as candidates for AI workflow optimization. This issue then goes straight to our issues list.

During the afternoon IDS® session, we solve these technical challenges. We look at the bottleneck, identify the root cause, and agree on a quarterly Rock to build or implement a specific AI solution that frees up your team's capacity.

By treating technology and AI as tools to solve organizational issues, rather than separate strategic initiatives, we keep your focus sharp. This approach ensures your AI investments are always directly aligned with your core business metrics and your long-term vision, preventing shiny object syndrome and keeping your session days highly productive.