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Preview of Sid Jashnani's masterclass at the 'We Run on EOS' European Conference (27 Sep 24)
63 Plays9 months ago
Are your frontline people so busy ‘doing the work’ that you fear rolling out Level10 meetings and other EOS Foundation Tools down to their level?
Sid Jashnani (who personally led a frontline organisation in his prior entrepreneurial journey) makes a compelling case that, contrary to some Leadership Teams’ fears, rolling out EOS actually saves frontline people time and their organisations from process breakdowns.
Sid will be hosting a masterclass at the EOS European Conference on 27 September in London titled "80% of the challenge is rolling out the EOS Foundation Tools" (14:00-14:45, Break Out 1).
Get your ticket here: https://www.tickettailor.com/events/eosworldwide/1227926 (ask your EOS Implementer for their discount code for 40% (c. £200) off or please feel free to use code "EOSI-RobL" if you don't have one)
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Transcript
Introduction to First Time Founders Podcast
00:00:00
Speaker
Hello, welcome to the First Time Founders podcast, the show where we talk about how to start a business from nothing and grow into something meaningful. I'm Rob Lydiard. I was the founding CEO of a software business called Yapster that was acquired in 2022. And I'm now a professional implementer of the entrepreneurial operating system, or EOS, which means I work with entrepreneurs and entrepreneurial leadership teams to help them get what they want from their businesses. I'm doing a series, a mini series at the moment of episodes um ahead of an EOS community, like European Community Conference on the 27th of September in Houndsditch in London.
Previewing the European EOS Community Conference
00:00:36
Speaker
The reason we're doing this miniseries is there's so much depth in EOS, like it's simple, but it's not easy. And even when you're working with an implementer and coming together periodically with your leadership team to to go deep on the system and have some so an outside expert facilitate the discussions that need to be had between your leadership team to accelerate your your journey. You're still in that finding that there are areas you overlook or things that you fall off. It's just inevitable. Because the challenge in implementing EOS well is often human. You've got to look pretty deep inside yourself to um to to come to the right answers for you, for your team, for your organization, for your market. And that's just not something that can be done overnight. And it's why those of us that are passionate about EOS
00:01:24
Speaker
are able to be passionate about it for such a long time. And many of my colleagues have been working with EOS in their businesses and then implementing for like 10 years, in in in many cases, actually, there's endless depth. And so what we wanna get out of this conference on the 27th of September, newbies and and EOS aficionados alike is to help people get to their next level level of depth ah in their business, with their team, in their systems and processes, whatever that means for you. And so I really just want to take the opportunity before those sessions for you to meet some of my colleagues, um learn about their areas of passion, the the the areas where they're going to lead be leading master classes on the day and decide which ones you want to go to and those that you do want to go to, make sure that you do the preparation and the thinking ahead of time so that you can you can go into those sessions and get the most out of them.
Sid Jashani's Masterclass on EOS Tools
00:02:16
Speaker
Today, I'm speaking with Sid Jashani. Sid's a great guy that's been a successful entrepreneur in his own
00:02:23
Speaker
and passed and has, like many of us, has real interesting successes, but also bruising experiences from that journey. And in Sid's case, he he led a a frontline organization. And so Sid's Masterclass, it's a breakout session, breakout one between two and 245 on the day. It's going to be about how 80% of the challenge is rolling out the foundational tools at VOS. So what he really means by that is rolling them out beyond your leadership team. And for those of you that are running frontline organizations like Sid did, it's very easy to make excuses. In the episode that I'm about to show you, you know, Sid talks about how one of his plumbing clients were convinced that it wasn't appropriate. It was going to be a massive pain in the ass and time suck to have the the frontline plumbing technicians do a weekly level 10. And Sid, I think very forcefully, very powerfully, very persuasively makes the case
00:03:21
Speaker
for rolling out the tools as they were designed right down to the frontline of the organization, including that plumbing company. And he talks about how getting what you want from the business, whether that's profits, whether it's customer satisfaction, whether it's growth or all of those things, very often depends upon you know the rubber meeting the road on the frontline in places where your service or product is touching your clients or customers. And the only way really that you can ensure that at scale without drowning in stress is to rely on a system. That's what brought most of us to EOS in the first place and keeps those of us that are on it on track with it. So if you're working in an organization where you haven't rolled the foundation tools, the VTO, the scorecard, your rocks, your level 10 meetings and your scorecard down to the frontline, you've got to be in skid SID's breakout session. um If you're in a frontline organization more so, but I would say anybody that's struggling with the idea or the execution of rolling the foundation tools
00:04:20
Speaker
all the way down to your very front line of your organization below management or even middle management, you just got to be there. But hey, I don't need to sell you on this concept because I've got the amazing Sid Jusani to do that right
Challenges and Excitement in EOS Implementation
00:04:33
Speaker
now. So without further ado, I give you Sid.
00:04:43
Speaker
Sid, my man, thank you for doing this. Always ready for this run. ah So of course, this is a series of teasers ahead of the 27th September European EOS Community Conference. this This will be my third one, but my first one on the in the in the in the implementer crew. And I know from, although I'm kind of newer to the community than you, I'm implementer side, but there feels like there's a real like excitement amongst the implementers this year to make sure that we go
00:05:19
Speaker
deep in these sessions with the people that are coming. Because, of course, we always want to be welcome to newcomers, right? But for a lot of people, in these these conferences, like people are starting to make recurring pilgrimages to these conferences, right? So it's kind of like more and more pressure to like teach things they don't already know. And so what have you got, like two and a half months, I guess, till you have to actually get up under the bright lights? And I know you won't have fully thought about everything you're going to say. But I thought it would be fun for people almost to like hear the cogs turning. It's kind of in this earlier stage of kind of formalizing like what you want to get out of your section. We're just going to riff on that if that's cool with you, Sid. Yeah, absolutely, Robin. Like you said, we've got almost 100 days to go before the conference. and and I've got this question before. In the last conference, I did a track on scorecards.
00:06:13
Speaker
And what was interesting in that session was I asked the audience that about like 60 odd people in the room and I asked the audience, Hey, who is familiar with EOS and who's, you know, using scorecards in their business. And, you know, just, I think everyone in the room had their hands up. And I was like, oh, OK, so I don't need to go to like explain what scorecards are. And they said, yeah, can you just skip that part? And can you just give us the lowdown of some of the challenges that we're facing with this? And it actually turned into an interactive Q and&A session.
00:06:48
Speaker
where different businesses were sharing the kind of challenges they're facing with their scorecards. And I'm actually really looking forward to my topic, which this time around is 80% of the battle is getting your foundational tools right.
Implementing EOS Tools at All Levels
00:07:05
Speaker
And that's what the topic is this time. And to begin with, it's a deep topic because, you know, people who come to this session and talk and this talk is going to be about, they've started rolling out some of these tools in the business. And, you know, like an entrepreneur like yourself, I was always looking for the shiny stuff.
00:07:23
Speaker
I know, give me that tool. Give me this tool. I'm going to roll out another Excel sheet in the business. And this topic is just about reinforcing that, hey, you're on the right track. You just have to roll it out. And you have to roll out these five foundational tools at every level of your organization. And just to recap for people who are going to listen to this, the five foundational tools in EOS are your VTO, which is your vision traction organizer. We've got the accountability chart, you know, right people, right seats. We've got rocks, which are your 90 day priorities.
00:07:56
Speaker
We've got the meeting pulse, which is how you run your weeklies. You know, we introduce your quarter leads and annuals, and then we've got the scorecard. So these are the five foundational tools we expect everyone in EOS to use, at least at the leadership level. And that's when the fun begins because then you need to roll it out at every level of your organization. And my talk is going to be about that you guys as leaders are paid really well and you've got the IQ and you've got all the you know training and experience in the world to start adapting these tools. But the fun starts and the simplicity and the beauty of the system.
00:08:39
Speaker
kind of shines through when you start rolling it out at every level. And that's when you get these aha moments from all the naysayers and the skeptics at every level. It's like, Oh, yeah, this actually works. This actually reduces my frustration in following up with everyone at the field or you know, on the ground. And personally, I've rolled it out in my organization where I had a lot of field stuff. And we were to a point, it took us three years, you know not the fastest. But but that's important. you know Some people ask me, and some of my clients, they ask me, hey, Sid, how long does it take to roll it out? Do you have a prescription for that? I said, you know, I don't. So I've seen companies roll it out in 12 months. And I've got a client who's in year three, and they've still not fully rolled it out.
Maximizing Benefits of EOS Sessions
00:09:27
Speaker
So let's talk let's talk about that because that is fascinating, isn't it? Because you know, some people come to these conferences, even the biggest enthusiasts for the subject, particularly like visionary types, right? And then they get there and I said this when I spoke to Dean, it's like they sit like they're in the cinema, right? Like just passively receiving and you're gonna kind of like hand down this neat wisdom that they can just tie a bow on and then like it's gonna solve all their lives problems. We know it's not going to be like that, so I've got a few questions to help prepare these folks to get the most out of your session. I guess the first one is, what do they what do they need to think about before coming in to be in the right place to receive what they're going to learn in that session to get the most out of it? like is there are there Are there questions they should be asking themselves? We've got 100 days, right? Or let's say it's 75 days by the time some people have heard this.
00:10:21
Speaker
what should How should they be using these 75 days to get the most out of this session on the foundation tools? Yes. You know what happens with some of the the people who are self-implementing EOS or who are just starting their journey? And you know as a founder, you naturally gravitate towards one or two tools and you start using, let's say, the meeting pulse, of the rocks, or the scorecard. And you know, as entrepreneurs, you start tweaking stuff to you start making them your own thinking that you're going to do a better job. No disrespect to anyone. I've tried it myself. But, you know, what I realized is I don't want to reinvent the wheel. The magic is in the tools. And it's about your implementation of the tools. And I think people who are visiting this need to think about are they truly running those tools, at least at the leadership level?
00:11:07
Speaker
And if they're not running all the tools, what are the ones which are missing in the arsenal? They must start using those tools to get what they want out of their business. Because hey, EOS is a complete system. is a system which is a people operating system which gives you that, which kind of gets your talent and all your energies pointed in the right direction for you to get what you want out of this business. And so questions from people visiting, hey, are we running these five foundational tools?
00:11:37
Speaker
at leadership team level, right? At least at the leadership team level, because if you're running them at the leadership team level, I will prime you and give you examples of how you would start rolling it out at every level of your organization and some of the challenges and pitfalls you know, over five years of implementing EOS with companies and another five years of doing it myself
Clarity and Execution with EOS Tools
00:12:00
Speaker
in my company before I started my journey. So about a decade worth of experience in, and all the mistakes that I made as an entrepreneur. Let's get into that. Come on. Let's get you it. You're, you're amongst friends here. Like what are some of the primary failure modes that you've seen as people try and like, so there's one trying to jump ahead and roll out something that you yourself haven't really got right at leadership team level. That makes sense.
00:12:24
Speaker
Tell us where the bodies are buried. Like what's some other stuff that people are probably vulnerable to? So, you know, it takes time and patience to roll these tools out. And I've seen visionary founders and like myself years ago, I'm running at a hundred miles an hour and I get it. I understand it. And making this mistake that, Oh yes, let's just roll it out to the mid manager level straight away. And, and I made that mistake and I said, Hey guys, the rock for next quarter is we're going to completely roll out EOS at every level. And I was running a 70% firm at that time. And it's like, my goal this quarter is all 70 will have a number. Everyone's going to be in level 10 meeting. Everyone's going to be running a scorecard and it was chaos. It was disaster. And, you know, I had like, you know, my integrated at that time.
00:13:14
Speaker
Coming and saying hey, I think I'm gonna quit because this is not gonna work. What's wrong with you? And I'm like why it's simple, right? you just get everyone in the level 10 meeting and then run it and So what I realized after years and you know, kind of just going back and forth of doing this is Every leader who we start rolling it out to needs to embrace this system and this methodology first. And till you don't embrace it, you can't roll it out. So that's why. That's deep.
00:13:48
Speaker
Yes. And the, and the beauty is as leaders, we need to kind of equip all our managers and other leaders and get them to a point where they actually embrace the system. And once they embrace it, that's when the magic begins. That's when they can roll it out. Dude, that's so powerful. It's funny, you know, like every time I teach the journey and hitting the ceiling and the five leadership abilities. i like I'm naturally kind of like I want to skip ahead. And i I'm so scared of the clients not getting the what they deserve, like the outcome that they deserve, that i've they've brought me, they've done me this huge credit of bringing me in, right? So I make sure I don't skip through it. But then when I see their eyes glaze over because they're like, okay, Rob, we've got this, get us to the good stuff.
00:14:34
Speaker
My heart wants to like succumb to them and skip through, but I don't because I know that if they don't buy into the journey and they don't commit as a leadership team to mastering the five leadership abilities, like I'm going to do them a disservice. They're not going to get there. But you kind of, I don't know about your journey, but certainly mine, like I only understood the journey after I'd been on it in a way. So trying to like, it's like trying to teach like your kids something before they've kind of burnt their hand on the stove themselves, right? Like, absolutely can you just, can you talk to that, like the journey and hitting the ceiling and how that kind of ties in with the, cause you've only got 45 minutes, haven't you? Like, and this is a profound topic you need to bring people through that think they already know.
00:15:15
Speaker
Yeah, I mean, you know, when I was thinking about this in our, I mean, you know, for this podcast and I was just trying to get my thoughts together and, you know, I started thinking, you know, what do I get out of EOS as an entrepreneur while I was running it? And now as someone who sees other entrepreneurs play this game. And for me, it was clarity and focus, you know, so our foundational tools give you the clarity and focus. You know, the VTO is you know great for that. It gives you this clarity as to where we're going and how we plan to get there. The accountability chart gives us that, you know, that foundation that, okay, I've got the right people in the right seat. Everyone knows what they're doing. Everyone is the right person aligned with our culture. And then it's about the other thing that EOS gives us is this discipline and consistency, you know, level 10 meetings, scorecards. It also gives us this problem solving capability, you know, your ideas, issues list, the rocks that you set.
00:16:10
Speaker
cultural alignment, you know, we started talking about the new people book, which is building this intentional culture. And that's what the cultural alignment is about. It's about, you know, do we have all the people aligned with our core values? Do you see the behaviors that you expect in your organization? And we use the people analyzer as a tool, which is part of, you know, um when we get right people, right seats. And then obviously we've got execution and results. And this is very simply, you know, scorecards, rocks, IDS. And it's a complete system. And you know, when I was running it, I did not see this.
00:16:47
Speaker
maybe they not yeah For me, it was just like, okay, let's just get to the level 10s and oh, why is our scorecard off track? Oh, good. Our scorecard's like really doing well, man. What are you guys doing? You know, and I've had like both extremes, you know, where I've kind of lost it. And when I see my scorecard and when I've just been ecstatic and I'm like, wow, did we do this? And so that was like a, you know, Eureka moment. I was like, wow, you guys are doing something really good. And, you know, I wish I had more of those days when I was running my business without a system. But yes, it is a complete system that gives you this clarity, this discipline that you need. And at the end of the day, it helped me get what I want because I was following a system and not reinventing the wheel.
Achieving Business Success through EOS
00:17:29
Speaker
And for me, the battle was that 80 percent rollout. The battle was 80 percent of the the you know the victory is rolling it out at every level of your organization. And you know, when you've done the 80 percent, I can tell you what happens next.
00:17:45
Speaker
Tell me. and Then you get the time and the ability and clarity to tweak stuff, to optimize stuff, to optimize your processes, to kind of see those little things that can give you that bigger impact. But when we start doing those tweaks, even before the rollout, then we don't see the benefits because you always go back to something which is not working. Guess where? In the six key components of your business. Yeah. And the journey in the US is to get those six key components to 80% strong or above. And I promise you, if you roll it out at every level of your organization, you will be hitting on all cylinders and firing on all cylinders or whatever analogy you want to use. And that's what the challenge is about. Sid, people are going to be coming to your session from in all sorts of different industries. It's awesome that you had experience in a kind of frontline industry because I anticipate
00:18:42
Speaker
folks coming almost ready to try and trip you up and be like, Sid, you don't get it. I've got like facilities workers, restaurant workers, I've got drivers, whatever. Like I can't roll this thing out. This is a leadership team tool. Like I can see you nodding, like are you anticipating this? Oh, yeah, I think, you know, five years ago when I did one of my first sessions, it was with ah a company which had a lot of field stuff. And um so these are tradies, essentially, you know, like plumbing engineers are like, you know, get their vans out and go and they say, how are we going to run our level 10 meetings? It's not going to work.
00:19:18
Speaker
I said, hey, you can make it work if you want to make it work. you know And I said, what time do you guys start? They said, oh, we start about eight o'clock. And I said, well, you know, someone needs to, you know, either you don't want to take away the time that your plumbing engineers are going to your customers, but we need to figure it out to make this cadence work. And what they started doing so, you know, once they rolled it out, the level 10 meetings don't have to be 90 minutes. at you know the front level, they had a 30-minute level 10 meeting which would start at 7.20 and they were done at 7.50. So once a week they just you know gave a little incentive to their people to come to a 7.20 AM m meeting. And they got some nice hash browns, bacon, sausages, and that excited everyone to come to the 7.20 meeting.
00:20:04
Speaker
do the level 10, get all on the same page, you know, get the circles connected as we call it, and then go do your thing. And if I say that if we can have a bunch of plumbers do this, and these guys are the ones in the field all day long, and they can keep the circles connected, then anyone out there can keep the circles connected, where there's a way there's a will to do it. and You know, that it's easily done. And I've seen tons of, I mean, I work i work with software companies like like your yours as well. You know, I've had all sorts of things about how's agile going to work. We are a scrum organization and, you know, we need to do our right perspectives. I said, hey, it works beautifully. It works together with that. Don't worry. You continue doing what you're doing, but don't change the system. If you're doing agile, do it the right way.
00:20:52
Speaker
Right? You're doing scrums, do it the right way. And this is where you keep the struggles connected. Do it once a week, follow your cadence and you will get what you want. So to anyone who's coming, you know, we've got large companies, we've got small companies.
Challenges in EOS Implementation for Frontline Industries
00:21:05
Speaker
And my point to you is it's going to take a bit of time, patience and persistence for you to roll this out. Right? If it was, EOS is simple, but it's not easy. EOS requires you to fully embrace the system. So if you fully embrace the system and you start seeing the benefits of the leadership level, then the next step is very simple. The next 90 days, take it one level below. The 90 days after that, take it to the next level. Take it to the next level. one And sometimes
00:21:36
Speaker
As an organization, you may take 18 to 24 months to roll it out at every level. Now, if you have a very large organization, yes, it's going to take a bit longer, but roll it out one level at a time and you will start seeing the benefits. So can I ask you a question or another question? In a frontline organization, right, where they're adamant that they can't do it as it was designed and they're Maybe they're confusing core processes in their operating system as you've beautifully articulated there. But let's say we get them through that and then they're just like, look Robert, I will see it or whoever. um I feel like the price of rolling this out is going to be higher than the benefit. Can you give any kind of practical examples of the cost that an owner or and a top leadership team will be paying in that plumbing business that you've just described?
00:22:30
Speaker
by being aligned and organized and running on EOS at the top of the business and running like feral cats at the bottom. Yeah. And you know, I get this question ah a lot of the time that, oh, I don't think we have the time and commitment ah because this is going to be another thing added to our already busy schedules. And you know, how is this going to work? And actually it's going to make us more non or inefficient. And you know, the thing is, yes, when you start this, You know, it's a little bumpy, a little funny at first, right? But I promise if you follow the process and you get it right, you're going to save so much more time in your day to day that you can't even imagine. I mean, things which get missed out are going to get caught in your level 10 meetings. And as I said, you keep the struggles connected and for this plumbing business, you know, I mean,
00:23:18
Speaker
Everyone has processes, right? And some people create these great processes, but they don't have the compliance or the follow-up on these processes. And when things go wrong, you start pointing fingers and eventually you discover that someone somewhere did not use the process. And hey, guess what a level 10 meeting does at that level? It makes sure that you're compliant with the process. So as a business owner, if I've got a level 10 meeting at the front end where I know people are following the processes,
00:23:49
Speaker
What they do is they do customer satisfaction scores as well. My CSAT scores are great. That means my customers are happy. Our efficiency, which is 80% or higher or 90% or higher, bookings, is that what I'm looking at? And that's there. And I know as a business owner that, okay, my business is in good shape. But if I'm kind of winging it or guessing those numbers and just, you know, hearing it from some people, I don't get the conviction that my business in good shape. And for me, I'm quite anxious as a business owner. I get anxiety and then but guess what I do. I start calling the front line and I do the end run. I call my people straight. Hey, you went to this customer, you said this and this and this and what happened?
00:24:33
Speaker
And you know that just creates a bad relationship because I cannot bypass that person's manager and call them straight away asking about that opportunity of that work that they were doing so it just makes life easier information flows up flows down in a very harmonious way and you know it's just beautiful it's like you know after years of doing it is like an orchestra like symphony you know like things just moving magically up and down and that's the beauty about it. and it gets with it And you have to roll you know the foundational tools for that to
Conclusion and Anticipation for the Conference
00:25:02
Speaker
work. And that's why it's so important for people to come to the session to understand the beauty in taking the simple system and getting people to embrace it and then roll it out at every level. This has been so good. Thank you so much. I suspect that there are a terrifying percentage of our attendees
00:25:25
Speaker
that are all about EOS at leadership team level. And they're all high-fiving each other and like convinced this is gonna change their life as it changed yours and as it changed mine that um haven't fully considered yet who are like what is still ahead and still to be done. And I think it's a huge gift that you're gonna be giving those folks if they come to your session by um picturing not just how to do it, but like why to do it and what their life could be like. I love the way you articulated all of the things they care about most, ultimately the rubber hits the road on the front line, right? And that's where it needs to be done. So thank you so much. I'm buzzing for the 27th September and buzzing for your session, mate. Appreciate it. Absolutely. Rob, thank you for doing this and always great seeing you. I love your smile and keep smiling, mate. Always.