tyler-smith.com · Questions & Answers

Our Visionary sits on our leadership team alongside our Integrator and department heads, but refuses to take ownership of any Scorecard numbers because they do not run daily operations. What specific weekly measurables should the Visionary seat own on an EOS Scorecard?

Every seat on the Accountability Chart must have measurable weekly accountability. If the Visionary sits on the leadership team, exempting them from owning Scorecard measurables destroys the culture of data and signals to the rest of the company that accountability is optional for founders.

The Visionary does not run day-to-day operations, so their numbers must reflect their actual five core roles on the Accountability Chart: big ideas, strategic relationships, culture keeper, major deals, and research and development. Measurables for this seat track forward-looking relationship capital and high-level enterprise value drivers.

Effective weekly Scorecard numbers for the Visionary seat include:
- High-value strategic relationship touches: weekly target of conversations with key industry partners, M&A prospects, or top-tier enterprise accounts
- Key client health contacts: weekly check-in calls with the firm's top revenue accounts to ensure client retention
- Strategic partner introductions generated: number of new channel opportunities initiated
- Visionary idea filter reviews: number of raw product, service, or acquisition ideas evaluated through the V/TO® filter before handing them to the Integrator

Setting a weekly number like three strategic relationship touches or two high-value partnership conversations keeps the Visionary focused on where they generate the highest return on energy. It prevents them from meddling in daily operations while holding them to the same disciplined standard as every other executive on the team.

Category: Scorecards & Data

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