We understand that our engagement typically lasts twenty four months, but how do we visually and operationally map our progress across the different phases of this timeline so we know we are hitting the right milestones at the right time?

Question

Tyler Smith · Accepted Answer

Over a standard twenty four month engagement, your progress is tracked through clear operational milestones rather than vague feelings of improvement. In the first six months, the focus is purely on building your foundation. Progress looks like a finalized Accountability Chart, a functioning Scorecard, and a leadership team that can run a Level 10 Meeting™ without losing focus. By month twelve, we expect your company to be eighty percent strong in all Six Keys of the EOS® model, with your managers effectively cascading these tools to their respective departments. In the second year, the focus shifts from internal stabilization to advanced execution, optimization, and scale. If you are integrating the Step by Step Exit framework, this is where we begin addressing value drivers, identifying tribal knowledge gaps, and ensuring the business can run profitably without the owner. We track all of these milestones inside our Circle digital workspace, giving you a clear, visual record of your evolution from a chaotic, owner-dependent business to a highly structured, scalable asset.