How do we track the direct financial and operational impact of our session days to prove to our board of directors that this engagement is working?

To satisfy your board of directors, you must focus on hard data, not subjective feelings of alignment. We track the success of this engagement using three primary operational metrics. First, we measure your Rock completion rate. A healthy organization running on EOS® should consistently achieve an eighty percent or higher completion rate on their quarterly Rocks. If your team is hitting this metric, it proves you are executing your strategic priorities. Second, we look at the predictability of your weekly Scorecard. We want to see your leadership team consistently hitting their weekly activity-based targets, which serves as a leading indicator of your financial performance. Third, we track your progress on the V/TO® and the reduction of your long-term issues. If you are integrating the Step by Step Exit framework, we also track your valuation progress by measuring the reduction of your Value Gaps and the documentation of Tribal Knowledge. These concrete milestones show your board that your business is becoming more predictable, more profitable, and far less dependent on the owners. This is the exact evidence a board of directors or a potential buyer needs to see.

Category: Working With Tyler