Additional Tool: FBA Checklist

EOS "Followed By All" Checklist

Subject: Implementing and Maintaining Core Processes using the "Followed By All" (FBA) Checklist within the Entrepreneurial Operating System (EOS)

Source: Excerpts from "EOS-Tool-Followed-by-all-Checklist.pdf"

Date: October 26, 2023

Executive Summary:

This document outlines the "Followed By All" (FBA) checklist, a four-part system within the Entrepreneurial Operating System (EOS) designed to ensure consistent adherence to documented core processes across an organization. The FBA checklist focuses on Training, Measurement, Leadership/Management/Accountability (LMA), and Updating processes. Successful implementation of FBA aims to create consistency, scalability, efficiency, ease of management, increased job satisfaction, and profitability.

Key Themes and Ideas:

1. The Goal: Consistent Process Adherence: The overarching objective of the FBA checklist is to get core processes followed by all employees. This is seen as crucial for organizational success. The source states this will create: "consistency, scalability, efficiency, ease of management, more fun, peace and profitability for your organization."
2. The Four-Part Checklist (TRAIN, MEASURE, LMA, UPDATE): The FBA system is structured around four key areas:

• TRAIN: This focuses on ensuring everyone who performs steps in a core process is adequately trained. Training methods can include Level 10 Meetings, special training sessions, or learning management systems. "Train everyone who will perform one or more of the steps in each process."
• MEASURE: Performance is measured against scorecards (company and departmental). This includes confirming process compliance and the frequency of activities required for goal achievement. "Measure performance on the appropriate Scorecard (company/department)." It's not just about activities, but ensuring they are done with "enough frequency to achieve the goals."
• LMA (Lead, Manage, Accountable): Leadership and management are responsible for ensuring everyone follows the processes. Scorecard performance must be monitored and kept on track. Issues are to be immediately addressed through the IDS™ (Identify, Discuss, Solve) process. "Lead, manage and hold everyone accountable, everyone to follow the process." "Call out and IDS™ issues immediately as they arise – no exceptions."
• UPDATE: Core processes are not static. They should be regularly updated. The checklist recommends cleaning up, simplifying, and retraining on one core process per quarter. "As issues arise, sometimes the process is the root cause and must be revised." The excerpt specifically mentions to "cleanup, simplify and retrain one core process per quarter."

1. Importance of Documented, Simplified, and Approved Processes: The FBA checklist builds upon the assumption that the core processes are already documented, simplified, and approved by the leadership team before implementing the FBA checklist. "With your core processes documented, simplified, packaged and approved by the leadership team, it’s now time to get them followed by all."
2. Proactive Issue Resolution: The checklist emphasizes proactive issue resolution using the IDS™ (Identify, Discuss, Solve) process. Problems related to process adherence should be addressed immediately.

Implications and Considerations:

• Cultural Shift: Implementing FBA requires a commitment to process adherence and accountability from all levels of the organization.
• Resource Allocation: Training, measurement, and process updates require dedicated resources (time, personnel, budget).
• Integration with Existing EOS Tools: The FBA checklist is designed to work within the existing EOS framework, utilizing tools like Scorecards, Level 10 Meetings, and the IDS™ process.
• Continuous Improvement: The UPDATE component emphasizes the importance of continuous process improvement and adaptation.

Next Steps:

• Review the full "EOS-Tool-Followed-by-all-Checklist.pdf" document for more detailed guidance.
• Assess the organization's current level of process documentation, simplification, and leadership buy-in.
• Develop a plan for implementing each component of the FBA checklist, including training, measurement, LMA, and update schedules.

This briefing document provides a summary of the FBA checklist and its key elements. Further exploration of the complete source document is recommended for a comprehensive understanding.

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