Page 21 - December 2019 Bar Journal
P. 21

EXTRA        FEATURE





        “I CAN’T BELIEVE YOU HAVEN’T

           READ THIS BOOK YET”









                                                                                   BY ALEX GERTSBURG



            Whispers                             After devouring the book and boring   the way there, the 20% that was left could
            For at least the past three years, I’ve   my partners and employees to tears about   be chopped down into small remaining
            heard whispers from business clients and   it, I took action. First, I researched best   bites over time, but that if we never got
            entrepreneurs I knew and respected about   practices for implementing EOS. There   to 100%, that would be fine. Progress, not
            this magic book called  Traction by Gino   are two basic options: hire a professional   perfection, was our goal, and we could
            Wickman. “Read it,” they said. “You haven’t   consultant called an “Implementor,” or go   always hire an Implementor down the road
            read it yet?” “I can’t believe you haven’t read   it alone through “self-implementation.” The   if we wanted to.
            it.” “You need to read it.” Ordinarily this type   former can cost a firm $20,000–$30,000 in
            of social pressure makes me run the other   the first year. The latter would be free, but   Blast Off: Our EOS Journey
            way, and so I did, for years. I wish I hadn’t.   fraught  with potential errors. Second,  I   Implementation for us meant locking
              I’ve been growing my firm for seven   hunted down law firms that implemented   ourselves in a room for about 40 hours
            years. There are 13 of us there now. The   EOS. I found four of them online and spoke   over a three-month period. Our sessions
            journey has been, like in most businesses,   with two of their managing partners. Both   lasted anywhere from two hours to 10
            both  exhilarating  and  perilous.  My true   had attempted to self-implement before   hours, with each session roughly broken
            north has been to try to build the firm I   retaining a consultant, citing a lack of time   down into each of the six buckets. Some
            once wanted to work for, and the firm I   and  energy  and  focus  from  the  leadership   buckets took three or four sessions; others
            wanted to hire. Beyond that, though, I knew   team to sustain the attention and diligence   took one. We chipped away at them.
            very little about growing and operating a   that the process required over any period   Professional Implementors use an initial
            business. I knew how to litigate and how   of time. Third, I interviewed a number of   “setup” process that spans three days. They
            to advise businesses on legal issues but not   Implementors and, fourth, other business   recommend going offsite for a continuous,
            much more than that. I was good at goal-  owners, asking all of them the same basic   intensive planning session. We didn’t do it
            setting but goal achievement was basically   questions: what works and what doesn’t   that way.
            a crapshoot, a lot of trial and error, mostly   work when you implement EOS?   Prior to each session, I circulated to the
            error. Then came Traction.           Everyone I contacted was generous with   leadership team my notes from the relevant
                                               his time and advice. The gist of it was: if you   section of the book, the applicable forms and
            What the Heck is EOS?              can afford it, hire an Implementor. If you go   templates I found online, and in some cases some
            I read Traction in a day and then outlined   it alone, manage your expectations. You’ll   tips, tricks and hacks I found in articles written
            it like I was studying for the bar exam. It’s   need  total commitment from  everyone  on   by Implementors and self-implementors. We
            great stuff. Wickman outlines a framework   the  leadership  team.  Follow  every  letter  of   then followed the book as closely as possible.
            with which business owners and managers   the book. No bells and whistles. Use the   Here’s a very rough breakdown:
            should think about their business, placing   tools online at EOS Worldwide. Turn off   The Vision Component: we brainstormed,
            everything in the business into six buckets:   all electronic devices during sessions. You   argued about and then decided on our
            vision, people, data, processes, issues and   have to have 100% focus. And no being late.   Core Purpose, our Core Values, our Three
            traction. That framework is called EOS,   But the best advice we received was this: get   Uniques, our Ideal Client, our Marketing
            or Entrepreneurial Operating System.   comfortable being uncomfortable.  Strategy, our Proven Process, our Pledge
            The premise is that every organization   When planning our course with   to our clients, and our Niche. We set our
            must  have  an  operating  system  in  order   my partners, we further managed our   five-year financial goals and then reverse-
            to thrive. Failure to create and implement   expectations by setting a goal of getting   engineered them into our three-year
            an operating system means the members   80%  of  the  way there.  We  agreed  that  an   financial and non-financial goals, our one-
            of the organization are unlikely to flow in   Implementor would get us farther, but   year goals and our quarterly goals, which
            the same direction, resulting in a lack of   we also agreed that with diligence, we   are  called  Rocks.  We  then  identified  the
            cohesion and a lack of, well, traction toward   could get far enough to be happy with our   Issues that needed to be resolved in order
            the organization’s goals.          progress. We agreed that if we got 80% of   for us to achieve them.

            DECEMBER 2019                                                              CLEVELAND METROPOLITAN BAR JOURNAL | 21
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