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How To Use An EOS Meeting Pulse – Answered By A Certified EOS Implementer

If your organization is suffering from a lack of accountability or a lack of communication, it is possible you are using the wrong meeting structure. I always advocate that organizations use the EOS Meeting Pulse™ for three reasons: 

  1. Regular meeting timing creates internal schedules and increases the problem solving mindset in the organization; and
  2. Regular check ins with progress ensures everyone is accountable for their projects and improves overall transparency.
  3. Every organizational team needs time to work on their business, not in it.

The EOS® Meeting Pulse isn’t a magic bullet for accountability, but it’s as close as it gets.

What Is An EOS Meeting Pulse

The EOS Meeting Pulse involves three stages, each aimed at addressing issues at a specific level of the business. I’ll get into detail in a minute, but here’s a basic breakdown.

  • Weekly Level 10 Meeting™: The organizational leaders sit down once a week for 90 minutes to discuss tactical issues and work toward quarterly goals. 

 

  • Quarterly Meeting: The leaders sit down for a full day once per quarter to review the Vision / Traction Organizer™, review the previous 90 days, and decide on Rocks for the next 90 days.

 

  • Annual Meeting: The leadership team takes two full days off-site to review the last 90 days, review the V/TO™, set annual and quarterly goals, and solve strategic issues.

meeting pulse doc

 

 

How To Use The EOS Meeting Pulse

The EOS Meeting Pulse is a very simple tool to use. Here is the basic track.

Your team sits down to a weekly meeting that they dedicate to always attending. If they are sick, dead, or on vacation they are excused. Anything else is a mutiny.

These weekly meetings help keep the company moving on the day to day issues. You solve your issues, keep track of numbers, and ensure everyone is always on the same page. This is the Traction® aspect of EOS.

The Quarterly and Annual meetings involve much of the same. You sit down to solve issues and review the past quarter or year. There are three critical differences, though.

Quarterlies and Annuals

First, these meetings are at not small affairs. The Quarterly is a full day and the Annual is a two day meeting. This may seem gratuitous until you think about the point of these meetings. Quarterlies and Annuals are meant to be strategic sessions, and they are the only time in the year your team is dedicated to making sure the business is headed the right direction. ‘

Your team spends 40 hours a week (at least) working on the day to day operations. If they don’t spend at least 1 day per quarter working on their business, it’s doomed to fail. Think about it like a rowing team: you can have the best rowers in the world, but if no one ever stops to look up and see where you are going, you’re gonna find yourself lost at sea.

Second, a Quarterly and Annual meeting take place outside the company. Taking the time to get off-site to analyze the business is critical to being able to let go of the day to day that prevents strategic thinking.

Finally, these meetings are heavily focused on setting Rocks and annual goals. Every single week the Meeting Pulse helps you to accomplish smaller tasks, but in these larger strategic meetings you are deciding exactly what you are holding the team accountable for accomplishing this year / quarter.

The Level 10 Meeting

Each week at the same time and on the same day your leaders sit down to check in, build trust, and solve issues. For more on running these meetings and the tools needed, look to any of these articles:

 

Why Is An EOS Meeting Pulse Important?

There are two main reasons that the EOS Meeting Pulse is important: the standardization, the accountability, and the time to think strategically. How exactly does the Meeting Pulse improve each of these?

Increasing the Problem Solving Mindset

Holding the weekly meetings and assigning individual “to-do”s is a massive part of what makes the Meeting Pulse effective. When a team sits down and starts solving issues using the Issue Solving Track, they aren’t just keeping the status quo. They are improving.

Every week the individuals in a Level 10 Meeting walk out with a problem to go solve, and they are fully expected to report on their progress the next week. Knowing that the expectation is to improve the organization every week organically builds a problem-solving mindset in employees. 

Not only that, but your organization actually starts growing as opposed to stagnating.

 

Increasing Accountability and Transparency

It’s no secret that my favorite part of the Entrepreneurial Operating System is the accountability it builds in teams and individuals. 

When a team agrees to all work towards a specific, measurable goal each year, quarter, and week, you get a new outlook on life. Either you accomplished your goal, or you didn’t. A lot of teams we work with fail to accomplish their goals the first time around. And that’s fine. Why?

Because nothing reminds you how hungry you are for success like staring a failure right in the face. Strong, talented teams don’t take failure lightly. They almost always rise to the occasion and knock it out of the park in the second quarter.

The Entrepreneurial Operating System is about more than just systems of accountability, though. It is all about individual accountability. That’s why the Quarterly and Annual Meetings are so critical. 

If a person is handed a goal to accomplish, they may or may not feel accountable. If a team that respects and trusts each other collectively comes to a decision about a goal, each member is instilled with a sense of accountability.

The people in your organization want to get things done. If they don’t, get new people. Assuming they do, though, the Meeting Pulse is a tool that helps everyone on the team understand what is getting done and how to get it done better, faster, cheaper.

When you check in every week using items like the EOS Scorecard™ and Level 10 Agenda™ you build transparency throughout the organization. Problems become visible long before they actually hurt the organization and they get solved before they get big enough to have any negative impact.

 

 

Providing Strategic Planning Structure            

Finally the Meeting Pulse gives you a strategic planning structure. By following the Meeting Pulse your team is taking time outside of the office (more important than you think) to decide on goals that will define whether or not the coming quarter or year is a success. 

With that structure available to you, your ability to plan out years in advance becomes much more realistic.

 

 

 

 

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Whittle & Partners is a consulting group that provides EOS™ Implementation in the United States and beyond. We offer in-person and online solutions to fit your business and schedule.Visit our about us page to learn how and why we love bringing Dallas Traction.

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