Additional Tool - Citrus (EOS + Agile)

Integration of EOS and Agile Methodologies

Introduction

This document synthesizes information from multiple sources to explore the concepts of the Entrepreneurial Operating System (EOS) and Agile methodologies, particularly focusing on how they can be integrated to enhance organizational performance. The core theme across these sources is the recognition that while Agile and EOS originate from different contexts and have distinct emphases, their strengths can complement each other when thoughtfully combined.

Key Themes and Ideas:

1. The Problem: The Strategy-Execution Disconnect ("Air Sandwich")

• Source: "Business Agility with the Entrepreneurial Operating System"
• Concept: Many organizations experience a disconnect between strategic vision at the leadership level and the execution level by operational teams. This is described as an "air sandwich," where top management knows the strategy, operational teams know their daily tasks, but there's a lack of connection or clarity in the middle layers.
• Quote: "The phenomena that I was describing is called an air sandwich where you have a loaf of bread uh at the top which represents you know people uh direct the top management knows about you know the future direction and the strategy and the lower level know about what they what they need to do but there is nothing in the middle."
• Challenge: This disconnect leads to issues like slow feedback loops, lack of engagement from business-focused departments (finance, sales, etc.), and difficulty translating strategic goals into actionable plans.

2. Agile's Limitations in Addressing the Full Business Context

• Source: "Business Agility with the Entrepreneurial Operating System"
• Concept: While Agile has become mainstream, primarily within software development and IT, its focus is often limited to project delivery and engineering metrics.
• Quote: "if you look at the reasons for going agile most of the language here is about project delivery and engineering so accelerate software delivery uh increased productivity software quality and so on and so forth the whole language is geared towards i.t and and software... agile doesn't really address these issues"
• Problem: Agile alone often fails to address concerns relevant to business leaders such as sales, cash flow, budgeting, hiring, and overall strategic alignment. This creates resistance to agile adoption in other organizational departments.

3. The Entrepreneurial Operating System (EOS) as a Solution and Complement

• Source: "Business Agility with the Entrepreneurial Operating System," "Entrepreneurial Operating System® / Traction®- How does it relate to Agile/Scrum? | Scrum.org," "If You Understand Agile, You Can Understand EOS," "In today's fast-paced business environment..."
• Concept: EOS is a holistic framework designed to help businesses get aligned, instill discipline, and improve accountability. It aims to bridge the strategy-execution gap and provides tools for the entire business, not just software development.
• Key Components (from “Business Agility with EOS”):
• Vision: A clear, shared understanding of organizational goals achieved through answering eight key questions.
• Data: Tracking metrics weekly to assess progress.
• Processes: Documenting core processes to ensure consistency.
• Traction: Using quarterly "Rocks" to focus on key objectives and achieve the one-year plan.
• Issues: Identifying and resolving problems promptly.
• People: Ensuring the right people are in the right roles using a "people analyzer" to measure adherence to core values and evaluating whether they "get it, want it, and have the capacity."
• Quote: "eos provides a way to connect vision to traction and create a healthy connection between the different departments... eos by this connection between the vision and traction can help fill the earth sandwich problem..."
• Value: EOS locks down strategy and vision in 90-day chunks (quarters), fostering accountability and bi-directional feedback between management and execution. It complements Agile by bringing a clear business-focused framework to align with its iterative development approach.

4. "Rocks" as Quarterly Objectives and Connection to Strategic Vision

• Source: "Business Agility with the Entrepreneurial Operating System," "Entrepreneurial Operating System® / Traction®- How does it relate to Agile/Scrum? | Scrum.org," "In today's fast-paced business environment..."
• Concept: "Rocks" are quarterly goals that are prioritized over daily tasks. They are directly linked to longer-term objectives and are intended to ensure the most important items are not crowded out by urgent but less critical issues.
• Quote: "we make the big rocks urgent by committing to them on a quarterly basis so we put the big rocks first and then we're able to deliver them and do what's important"
• Link to Agile: EOS rocks can map to Agile Program Increments (PI) or team objectives, helping align the team’s work with the overall company vision and priorities.

5. Citrus Methodology: An Agile Model Aligned With EOS

• Source: "Citrus Guide.docx"
• Concept: Citrus is a specific Agile methodology designed to work closely with EOS principles, focusing on quarterly releases, quality, and prescribed team structures. It uses "Slices" (user stories) defined and prioritized by the dev team themselves, and features are defined in a hierarchical manner, starting with the "Why" and "Who" before thinking about the "What."
• Key Structures: Product, Release, Feature, Slice, Task.
• Team Structure: Citrus teams are not self-organizing and prescribe a specific make-up of team members: Technical Lead, UI/UX Designer, Developers, Architects, and QA.
• Quote: "Scrum and other models seek to leverage the concept of “Self Organizing Teams.” Citrus prescribes the recommended team make-up."
• Purpose: Citrus is designed to ensure technical work is done properly and efficiently, while aligning with the broader business and release objectives. The weekly meeting pulse for Citrus projects closely follows an EOS L10 style and format.

6. Combining EOS and Agile: Complementary Strengths

• Source: "Business Agility with the Entrepreneurial Operating System," "Entrepreneurial Operating System® / Traction®- How does it relate to Agile/Scrum? | Scrum.org," "If You Understand Agile, You Can Understand EOS," "In today's fast-paced business environment..."
• Concept: The sources emphasize that EOS and Agile are not mutually exclusive. EOS provides high-level strategic alignment, accountability, and consistent business rhythms, while Agile provides the iterative development tools and team empowerment.
• Quote: "if we take eos plus agile we get a much improved way to achieve our efficiency and effectiveness"
• Benefits: This combination creates a balanced approach, delivering the benefit of organizational vision and execution with flexibility and rapid iterative improvements, and promotes a common language across an organization.

7. Shared Principles: Transparency, Focus, and Continuous Improvement * Source: "Entrepreneurial Operating System® / Traction®- How does it relate to Agile/Scrum? | Scrum.org," "In today's fast-paced business environment..." * Concept: Both frameworks emphasize transparency, accountability, and continuous improvement. While their specific tools and artifacts differ, the underlying principle of tracking progress, making adjustments, and striving for better results is shared. * Quote: “EOS®, as well as Agile approaches, emphasize focus, alignment, a disciplined approach with structured events, artifacts, and policies that attempt to limit the amount of work in process (WIP) in a systematic way, and create better flow with cadence.”

8. Importance of Leadership in Applying EOS and Agile

• Source: "Entrepreneurial Operating System® / Traction®- How does it relate to Agile/Scrum? | Scrum.org," "In today's fast-paced business environment..."
• Concept: Leadership commitment to both EOS and Agile principles is crucial for successful integration. Leadership teams can utilize Agile concepts (e.g., Scrum) to drive their work and decision-making. They can also leverage the EOS discipline to enhance focus and strategic alignment, using sprints to drive progress on issues and rocks and adjusting plans based on ongoing reviews.
• Quote: "Leadership Team acts as the "Developers" of the "Product," the Product being the overall direction and management of the company."

9. The Power of Retrospectives and Adaptability

• Source: "Combining the Power of EOS and Agile at Your Agency with Jared Harris | ZenPilot," "In today's fast-paced business environment..."
• Concept: Retrospectives, a common element of Agile, are a key part of the weekly routine that ensures continuous improvement and that problems are quickly identified and addressed. EOS also uses regular meetings to review issues and make adjustments.
• Quote: "By prioritizing this meeting each week, you and your team can focus on improving your delivery machine. So many agencies get overwhelmed by all the requests flowing in each day. But they don’t take the time to step back and evaluate what could be improved."

10. Examples of Successful Blends * Source: “In today's fast-paced business environment...” * Concept: Real-world examples of companies integrating EOS and Agile demonstrate that combining them can boost growth, improve development time, strengthen team alignment, and create significant contracts. * Examples: Health Scholars, Isos Technology, Agileana.

Conclusion

The sources presented converge on the idea that a thoughtful integration of EOS and Agile methodologies can create a powerful approach for modern organizations. While Agile effectively supports iterative development and team empowerment, EOS delivers the strategic clarity, accountability, and structure necessary to bridge the strategy-execution gap. Combining these frameworks, especially with a structured agile methodology like Citrus, allows for greater adaptability while maintaining a strong focus on business goals. Organizations that embrace this blended approach can expect to achieve both operational efficiency and sustained, aligned business growth.

RYT Podcast is a passion product of Tyler Smith, an EOS Implementer (more at IssueSolving.com). All Podcasts are derivative works created by AI from publicly available sources. Copyright 2025 All Rights Reserved.