The meeting covered the EOS (Entrepreneurial Operating System) three-step process for documenting and standardizing core business processes.
Key steps discussed include identifying, documenting, and packaging core processes, as well as ensuring consistent execution ("Followed by All").
Emphasis was placed on leadership commitment, clarity of ownership, the 20/80 rule for documentation, and ongoing training and measurement.
Action Items
Leadership Team: Commit to identifying organizational core processes.
Owners of each core process: Document the major steps and success criteria for their process using the 20/80 rule.
Process Owners & HR: Package the documented processes in an accessible digital repository for all team members.
Managers: Train all relevant staff on each core process.
Leadership Team: Set up scorecards to measure output of each core process.
Managers: Regularly review process adherence and accountability.
Process Owners: Continuously update processes to reflect best practices.
EOS Core Process Documentation: Overview and Steps
Commitment is required from leadership to identify and standardize core processes for improved efficiency and profitability.
Typical core processes include HR, customer support, sales & marketing, operational, and financial processes.
The three-step documenter tool involves:
Step 1: Identify the handful (6-10) of essential core processes with leadership agreement.
Step 2: Document the main steps for each process using the 20/80 rule (the 20% of steps that drive 80% of results) and sub-points that describe what success looks like for each step; responsibility lies with the designated owner for each process.
Step 3: Package the documented processes in a centralized, accessible (likely digital) location, so all team members know where to find them and what their responsibilities are.
Followed by All: Implementation Strategy
Training: All personnel involved in each process must be trained to understand and execute the standardized steps.
Measuring: Key outputs of each process are measured (tracked on scorecards) to monitor results.
Managing: Managers must ensure every team member, including leadership, adheres to the processes, fostering accountability and consistency.
Updating: Processes are to be reviewed and updated continually to maintain efficiency, effectiveness, and a strong customer experience.
Decisions
Commitment to core process documentation — Leadership agreed to implement the EOS three-step process documenter to drive efficiency and consistent business results.
Open Questions / Follow-Ups
Which specific team members will own each core process?
What is the timeline for completing each phase (identification, documentation, packaging, training)?
What platform will be used for the digital process repository?