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Tools and Principles you need to Organize your Business | EOS

We are excited to share a different type of blog and podcast with you today. Our mission at the Paperless Movement® is to share techniques and use-case scenarios of apps with you our readers, in order to help your workstream become efficient and productive. But today, we are going to discuss the tools, productivity strategies, and principles you need, to organize your business, your team, and the other members of your business. In the hot seat this week, is certified EOS Implementer, Will Crist. The combination of focusing on your workflow, as well as your people really is a win-win situation. It’s a match made in heaven!

Many of you may have heard of the EOS Principles from the news. In July 2021, EOS World Wide acquired Rocket Fuel, the world’s premier learning platform for Visionaries and Integrators™. A key part of this school of thought is the bestselling book; Traction (amazon link) by Gino Wickman and his other very popular book, Rocket Fuel.

Are you finally ready to remove your many business hats and start delegating? Maybe you’ve hired new employees but they aren’t the right fit? Will Crist shares some fundamental EOS principles that will help you make more informed and smarter decisions. Plus, as ever Tom ‘walks the talk’, he too is implementing EOS strategies and shares his views on the show.

Hit play to listen to the Podcast! Take it all in digest the full blog post below!

What is EOS

The Entrepreneurial Operating System (EOS) is a means to help you clarify, simplify, and achieve your business vision, with a focus on helping employees do what they love inside your organization.

The EOS system is a people operating system. They provide entrepreneurial organizations with a simple set of tools and principles to help organize the hundreds of challenges you face every day and make them more manageable. Will emphasizes the key objective; to get everybody one hundred percent on the same page about where the company’s going and how it’s going to get there.

Why most leaders are stuck

Entrepreneurs tend to be ​​visionaries. A visionary is a person who has lots of ideas, is a strategic thinker, someone who is passionate about their intentions, and tends to operate more on emotion. However, a visionary isn’t good at holding people accountable, doesn’t like details, or running the day-to-day of their own business. Too many visionaries can create a lot of chaos for an organization and its employees too. Having the right structure, and the right people is what helps a company thrive. 

The Right People in the Right Seat

One of the EOS guiding principles is the concept of Right People, Right Seat.

EOS builds the structure of the job role first. This creates immediate clarity for the person taking on the role, as well as everyone else in the organization. This is the same approach to Tom’s teachings in ICOR® Mastery; always define your conventions first. By defining the function of the role, and of the department responsible first, we create solid foundations to build on.

Right People = Employees who share your company’s core values.

Right Seats = Each person fills a position in your company that they:

  1. Understand
  2. Want
  3. Have the capacity for

EOS Principles

EOS is a complete system that helps business leaders, especially founders and owners get what they want from their business. We can probably all agree, that many of us entrepreneurs are doing too many things we don’t actually want to be doing.

EOS can be broken down into 3 main categories:

  1. Vision: An EOS Vision is clearly defined, and is understood by every member of the company. So, everybody knows exactly where the company is going and how it plans to get there.
  2. Traction: Bringing discipline and accountability into the organization. So that everything leaders are doing in the company is towards executing the business vision. 
  3. Health: Helping the leadership team become more cohesive, functional, and problem-solving while fostering open, and healthy leaders.

EOS helps entrepreneurs do the things they love doing, while tapping into their unique ability. So that they can make great contributions to the world.

Will Crist

Tom’s Break-Through Moment

Tom relates to Will’s definition of someone who is a visionary. Delegating has been one of his biggest struggles within the Paperless Movemement®. He admits that it has been a challenge of trusting someone outside his business to provide the same high-quality work that he himself has created. Tom shares he recently created a swimlane diagram (a visual type of flowchart that delineates who does what in a specific process). With this process – which he actually uses to teach ICOR® Members – he was able to instantly see that he was doing most of the tasks in the Paperless Movement®. And which tasks he could delegate to Team Solid. As the Founder and business owner, doing everything isn’t the vision of what he wanted to do when he first started the movement.

As Tom discusses, one of his favorite parts of the job is conducting interviews, not uploading files and handling the admin associated with it. By going through this exercise, he took action and delegated more tasks to Team Solid. This proved to be good news for the team as well, as they were given less unwanted work. It also provided an opportunity for the team to be more active in the overall Paperless Movement® goals and vision, plus bring their ideas to the table too. Now every member feels like they have the responsibility of making the Paperless Movement® grow.

The Danger of Focusing only on Effectiveness

Being productive often means producing more. From experience, Tom questions does learning to become more effective, potentially causes more issues? We may have created more time by working more efficiently, but this could then result in more new work and projects.  As Will describes, EOS operates as a holistic model. They look through the lens of Six Key Components; Vision, Data, Process, Traction, Issues, and People. When we look at our business as a whole, issues are addressed with ease.

A key emphasis is to share your vision with everyone in your company. EOS stress, that in order to lead and motivate others you must have clarity of your business vision, without it, there will be confusion and chaos. It is fundamental to get the ideas out of your head and onto a document, and preferably a concise one-page document, so that everyone is following the company’s core principles, believes they are the right person for their seat, and ultimately working at what they enjoy. 

People spend most of their time doing things that they are good at, but they really don’t want it

Will Crist

EOS Tool – Delegate and Elevate

Are you delegating effectively? As your business grows so do your tasks. The Delegate and Elevate exercise is an example of how EOS consolidates a lot of complicated thinking into a simple system. Delegate and Elevate aims to identify the work tasks that aren’t necessarily a person’s favorites. 

After making a list of all the things you do in a week, split them into one of four quadrants things you:

  1. Love to do and are great at doing.
  2. Like to do and are good at doing.
  3. Don’t like to do but are good at anyway.
  4. Don’t like to do and aren’t particularly good at doing.


You can learn more about the EOS principles here. We love the EOS approach. It is about using your unique ability to do only what you are passionate about, and only working with people that share your business’ core values. Similarly, we know when we harmonize all the components, our business operates smoothly.

If you are interested in delving further into creating a workplace where your people and company flourish, Check out Will’s comprehensive inside the Paperless Movement® Community where he shares some of the EOS tools. For a free copy of the latest EOS book email Will:

We have found that using the EOS system creates a place you want to be part of, a team that matches your culture and shares your vision, all in all, a business you are proud of – where everyone grows and thrives.

Thousands of entrepreneurial companies around the world are running on the Entrepreneurial Operating System. Their owners and leaders are getting more of what they want from their business, and maybe it is time for a new approach for you too?

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