Everything You Need to Implement EOS®
Free templates, workbooks, and tools to help you get started with the Entrepreneurial Operating System. Download instantly, no signup required.
⭐ Popular Resources
EOS® Readiness Assessment
Take our 5-minute assessment to discover how ready your business is to implement EOS®. Get personalized recommendations and a detailed scorecard.
Meeting Effectiveness Scorecard
Calculate the true cost of your meetings and assess their effectiveness. Includes ROI calculator and before/after tracking.
Level 10 Meeting Agenda Template
The complete 90-minute agenda template with all 7 sections: Segue, Scorecard, Rock Review, Headlines, To-Do Review, IDS, and Conclude.
Complete V/TO™ Workbook
40+ page comprehensive workbook to create your Vision/Traction Organizer. Includes exercises for Core Values, Core Focus, 10-Year Target, Marketing Strategy, and more.
90-Day Rock Planning Template
Complete framework for selecting and tracking quarterly Rocks. Includes prioritization matrix, milestone tracker, and examples.
People Analyzer™ Assessment Kit
Full toolkit for evaluating team members using Core Values + GWC. Includes hiring interview questions and 90-day review templates.
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Assessments & Calculators
EOS® Readiness Assessment
Take our 5-minute assessment to discover how ready your business is to implement EOS®. Get personalized recommendations and a detailed scorecard.
Meeting Effectiveness Scorecard
Calculate the true cost of your meetings and assess their effectiveness. Includes ROI calculator and before/after tracking.
Level 10 Meetings™
Level 10 Meeting Agenda Template
The complete 90-minute agenda template with all 7 sections: Segue, Scorecard, Rock Review, Headlines, To-Do Review, IDS, and Conclude.
Segue Questions Bank
75+ segue questions organized by category to start your Level 10 Meetings on a personal note and build team cohesion.
Action Item Tracker
Track weekly to-dos and 7-day commitments from your Level 10 Meetings. Includes completion tracking and rollover management.
Meeting Rating Scorecard
Rate your Level 10 Meetings on a scale of 1-10 and track improvements over time. Includes criteria checklist and trend analysis.
Vision & Strategy
Complete V/TO™ Workbook
40+ page comprehensive workbook to create your Vision/Traction Organizer. Includes exercises for Core Values, Core Focus, 10-Year Target, Marketing Strategy, and more.
Scorecard Templates
SaaS Scorecard Template
Pre-built scorecard with 50+ SaaS metrics: MRR, churn, CAC, LTV, NPS, and more. Includes integration mapping for automated updates.
Universal Scorecard Template
Blank scorecard template for any industry. Includes metric selection guide and best practices.
Rocks & Goals
90-Day Rock Planning Template
Complete framework for selecting and tracking quarterly Rocks. Includes prioritization matrix, milestone tracker, and examples.
People & Team
People Analyzer™ Assessment Kit
Full toolkit for evaluating team members using Core Values + GWC. Includes hiring interview questions and 90-day review templates.
Issues & Problem Solving
Issues List Management Templates
Master Issues List template with IDS (Identify, Discuss, Solve) framework, root cause analysis tools, and tracking dashboard.
Planning Sessions
Quarterly Planning Session Workbook
Complete agenda and workbook for running effective quarterly planning sessions. Includes retrospective, V/TO review, and Rock selection.
Annual Planning Toolkit
Everything needed for your annual planning offsite: year review, SWOT analysis, 1-Year Plan creation, and Q1 Rock setting.
Ready to Automate Your EOS®?
These templates are great. But imagine them auto-filled with live data from your CRM, project tools, and financial systems.
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