How is our twenty-four-month engagement structured phase-by-phase, and what major milestones should we expect to cross during the first and second years?

Question

Tyler Smith · Accepted Answer

Our twenty-four-month engagement is a structured journey designed to move your leadership team from initial chaos to absolute self-sufficiency. We break this down into clear phases. The first phase is the foundational stage, which spans the first three to six months. This includes your Focus Day, Vision Building Day one, and Vision Building Day two. During this phase, we establish your Accountability Chart, define your Core Values, and set your first round of Rocks. This is where you learn the core EOS tools. The second phase is execution, which covers the remainder of your first year. We conduct regular quarterly sessions to track progress, solve issues, and plan next steps. We also introduce advanced concepts like the 3-Step Process Documenter to streamline your operations. Year two focuses on optimization and preparation for your eventual exit. We begin integrating the Step by Step Exit framework to assess your Value Gaps and document Tribal Knowledge. We also refine your Advisor Meeting Pulse to align your external professionals. By the end of month twenty-four, your leadership team will have mastered the operating system, allowing you to transition away from my active facilitation and run your business independently.