Over 100,000 companies worldwide run on EOS, with 91% achieving significant revenue growth within their first year. But knowing where to start can feel overwhelming.
Want to implement EOS, but finding it a bit daunting? We’ve got your back. We built this wiki to organize our most helpful insights for your EOS implementation journey.
In this wiki you’ll find insights about EOS, how we use the tools, and advice about how to approach organizing yourself and your team. As EOS enthusiasts and entrepreneurs who built and sold BrightGauge using EOS, our approach will feel very familiar to fellow business owners — very earnest, pretty flexible, and aiming toward calm growth above all.
We’re writing for fellow business owners and their teams who are excited to learn how to implement EOS. We want to save you from making any of the mistakes we’ve already made, and help you row in the same direction sooner 🙂
We hope you find it helpful! For more awesome resources, check out the amazing library from EOS Worldwide!
Jump to:
- Getting Started/Overviews
- V/TO
- Accountability Chart
- Level 10 Meeting aka L10 Meeting
- Scorecard
- Rocks
- Issues
- Culture Tools
- To Dos/Tasks/Projects/Processes
- Choosing an EOS Implementer
- Frequently Asked Questions
- Ready to Implement?
Getting Started/Overviews
Before diving into specific tools, understand the foundation. These guides explain what a business operating system is, why EOS works, and how to approach implementation systematically — whether you’re using software, spreadsheets, or working with an Implementer.
What Is EOS? Complete Entrepreneurial Operating System Guide – A comprehensive overview of what EOS is, the six key components, and whether it’s right for your business.
What is a Business Operating System – A high level view of what a business operating system is and why it’s awesome to have one.
How to Build a Business Operating System – A guide to a commonsense approach for building a BOS piece by piece.
EOS Implementation Template – An overview of the core EOS® tools and a template for organizing them in a Google doc. Obviously we think EOS software is a better choice but everyone has to start somewhere!
2025 EOS Beginner’s Guide to Best EOS Software – Deciding whether you need software or can start with spreadsheets? This guide breaks down what matters when comparing options.
Paid vs Free EOS Software: The Real Cost Breakdown – The real costs of “free” spreadsheets vs paid platforms, and how to choose what’s right for your stage.
Red Flags of an EOS Implementation Failure – If you feel your EOS implementation going off-track, check out these red flags and how to correct them.
Overcoming EOS implementation challenges at your SMB – For SMB owners whose implementation feels like a struggle.
V/TO
Your V/TO is your foundation — it gets everyone aligned on where you’re going. These guides help you craft your vision, mission, core values, and core focus with clarity.
Business vision statement and mission statement: guide and examples – Getting your vision and mission can be tougher than you think, so we broke it down in this guide.
EOS Core Values Tool – Cheesy or Not? – A fun exploration from our CEO on why you should do more than pay lip service to your core values: you should say them with your chest!
Strety’s Complete EOS Core Process Guide: How to Document Your Core Processes – Just how the title sounds! A comprehensive guide to help you get your core processes on lock.
BONUS: The 2 things we won’t do as a company – A real-life explanation of Strety’s Core Focus.
Accountability Chart
The Accountability Chart isn’t just an org chart — it defines who owns what in your company. Get this right and accountability becomes automatic.
How to Make an Org Chart (+ Google Sheet template) – An EOS Accountability Chart is not exactly an org chart, but it helps to have the reference. See how you can do either one here.
L10 Meeting
The weekly Level 10 Meeting is the heartbeat of EOS — same day, same time, same agenda, every week. These guides help you make your L10s incredibly productive.
Leadership Meetings: Agenda & Topic Ideas – An in-depth breakdown of leadership meetings, including the amazing L10 Meeting™.
How to Run an Effective Team Meeting – Tips to make your meetings even better.
Prepare for Team Meetings: 5 Keys to Building Impactful Agendas – Tips for making your agendas must-haves instead of what-now?s.
My Favorite EOS® Tool: the L10 Meeting – Our CEO waxes poetic about why the Level 10 Meeting is so powerful and how the Strety team adjusts it to suit our teams (don’t yell at us, EOS Pure friends!!).
Scorecard
Your Scorecard gives you the pulse of your business through 5-15 numbers reviewed every week. These aren’t vanity metrics — they’re the numbers that predict your future.
How to Keep Scorecards Relevant and Fresh in Your Business – An overview of the EOS scorecard, how it helps, and how to make sure your Scorecards are actually impactful.
Rocks
Rocks are your 90-day priorities — the 3-7 most important things you’ll accomplish this quarter. Setting great Rocks keeps your team focused on what actually moves the needle.
How to Run a Midyear Review Meeting that Revitalizes Performance – Checking your Rocks and yearly goals to make sure they’re on track.
Set Employee Performance Goals that Get Your Business Further, Faster – Not all Rocks are company-level: make sure you have some for your employees too!
Having goals that move the needle for your business – Make sure that you’re setting your team up for success with Rocks that actually move the needle.
Quarterly Meetings are Critical – Where you should be checking in about your quarterly Rocks and more.
Issues
Issues are anything that needs attention — opportunities, challenges, or problems. The IDS process (Identify, Discuss, Solve) helps you tackle them systematically.
How to Handle Company Issues with Less Stress and Mess – Get your IDS on with this primer on how to solve Issues.
Communication/Culture Tools
Lumped these together because communication is a huge part of culture — and building a great culture is a huge benefit of EOS!
With just over half of employees having a clear understanding of what’s expected of them at work, EOS culture tools create the clarity and connection that drives engagement.
Use the EOS Culture Checkup™ to nurture your people – An overview and how-to on using the EOS Culture Checkup — a must-have tool that’s easier than it seems at first glance, promise!
Cascading messages: how and when to share communications – A guide on how to “spread true rumors” to make sure your internal communications are under control.
Tips to keep your team engaged – We’ve thought a lot about employee engagement over the years (it’s one of the biggest levers in your business!) and compiled some of our favorite tips.
Questions to Ask for Magic One-on-One Meetings – You know you need to do 1:1 meetings, but don’t know what to ask? Here ya go!
10 Tips for Better One-on-One Meetings – More 1:1 meeting love 🙂
Quarterly Conversations that energize your team – How to run effective quarterly performance conversations that align with EOS principles.
Why EOS software + performance management is a perfect match – Connecting your EOS implementation to ongoing people management and culture building.
To Dos/Tasks/Projects/Processes
Documenting and getting s*** done!
Whether you’re managing daily tasks, large-scale projects, or documenting your core processes, these resources help you execute on your vision. From traditional project management to Strety’s integrated Projects tool, find what works for your workflow.
Project management tips and tricks – Whether it’s a Rock or a Strety Project, these tips should help you crush it!
Announcing Strety Projects – All about our new (as of 2025) Project tool and how it can power your Rocks.
When to Use Strety Projects vs. Rocks: A Practical Guide – Not sure whether to use a Project or just track it as a Rock? This guide helps you choose the right tool for the right job.
From Monday.com to Strety Projects: A Migration Story – Strety’s Head of Customer Success shares how he migrated from Monday.com to Strety for project management, including best practices for SMB workflows.
How I Planned My Maternity Leave Using Playbooks – A guide for making Playbooks (pretty meta) that can be applied to your other process documentation needs.
Choosing an EOS Implementer
Many companies find that working with a certified EOS Implementer accelerates results and ensures proper adoption. Here’s how to choose the right one for your business.
How to Choose the Right EOS Implementer for Your Business – A guide written by our in-house EOS Implementer expert, formerly of EOS Worldwide.
Frequently Asked Questions
Can I implement EOS myself without hiring an Implementer?
Yes, thousands of companies self-implement successfully, though it requires more discipline and time commitment from your leadership team than working with a certified Implementer. The key is having someone on your team who can facilitate objectively while also participating.
What’s the difference between self-implementing EOS and working with an Implementer?
Self-implementation saves money but requires someone on your team to facilitate while also participating, which can be challenging. Implementers bring objectivity, experience with common pitfalls, and dedicated facilitation so your entire leadership team can fully participate.
How long does EOS implementation take?
Initial implementation takes 90-120 days for the leadership team to get the core tools running. However, full organizational adoption typically requires 18-24 months for the system to become truly embedded in company culture.
What tools do I need to implement EOS?
You can start with spreadsheets and PDFs, graduate to dedicated EOS software platforms, or use our free Google Doc template — the tools matter less than consistent execution. Many companies start simple and move to software when they’re ready to scale beyond their leadership team.
Where should I start with EOS implementation?
Begin with your Vision/Traction Organizer to align your leadership team on where you’re going, then establish weekly Level 10 Meetings before rolling out other tools. Getting these two foundational pieces right makes everything else easier.
Do I need EOS software or can I use spreadsheets?
Many companies successfully run EOS on spreadsheets, especially in the early stages. Software makes it easier to scale beyond 6-8 people, reduces manual work, and improves adoption across your organization — but it’s not required for effective implementation.
What are the most important EOS tools to master first?
Start with the V/TO for clarity, Level 10 Meetings for rhythm, and your Accountability Chart for structure. These three create the foundation for everything else. Master these before adding Scorecards, Rocks, and other tools.
How do I know if my company is ready for EOS?
EOS works best for growth-oriented companies with 10-250 employees who have multiple departments and a leadership team willing to commit to consistent weekly meetings and quarterly planning. If you’re feeling overwhelmed and misaligned, EOS can help.
Ready to Implement EOS?
Missing something you wish you had more insight on? Write to Samantha at strety dot com to request a blog/suggest a topic. We can’t coach you through an implementation (you can find an awesome EOS implementer for that) but we’re here to try to make your life easier!
If you’re looking for software to consolidate these tools and integrations, we built Strety specifically for operators running EOS. We know what it’s like because we’ve been there — we built and sold BrightGauge using EOS before creating the platform we wished we’d had.
Try Strety free for 30 days or check out our Complete Guide to Strety to see if it’s right for your team.