What baseline operational data, financial reports, or team prep do you require from us before we walk into our initial Focus Day?

Question

Tyler Smith · Accepted Answer

You do not need polished slide decks, consultant binders, or weeks of prep work. Coming into Focus Day with rehearsed presentations is counterproductive because it masks the operational friction we need to expose.

Before our first session, I need three basic inputs:
- Your trailing twelve-month basic financials, specifically gross revenue, gross margin, and net operating profit.
- A roster of all current personnel, their current titles, and who they report to today.
- An open, defensive-free mindset from every member of your leadership team.

Do not try to fix your org chart or tidy up your operational problems before we meet. Bring the raw, messy reality of how your business actually operates on a typical Tuesday afternoon.

The only non-negotiable prerequisite is team commitment. Every seat on the leadership team must be present for the full day with phones and laptops closed unless we are pulling specific operational numbers. If an owner or key executive plans to step out for client calls or check email during breaks, we do not start. We need complete focus, total transparency, and a willingness to confront uncomfortable organizational truths. Everything else is built together in the room using the proven tools of EOS®.