BOS_01Business Operating System™ 4–6 weeks

    Operating-System Choice & Strategy Cascade

    The most consequential OPERATE decision: pick the operating system (EOS / Scaling Up / 4DX / Hoshin policy-deployment) and cascade strategy from 3-year vision to weekly scorecards.

    Why it matters

    Without an explicit operating system, every leader runs their own. Within 18 months, the company has 5 incompatible cadences, 3 incompatible scorecards, and zero strategic alignment. Picking the OS — and cascading strategy through it — is the single most consequential OPERATE decision.

    Scope covered

    Operating-system selection: EOS vs Scaling Up vs 4DX vs Hoshin policy-deployment
    Hoshin X-Matrix or equivalent strategy cascade
    3-year vision → annual rocks → quarterly priorities → weekly scorecard
    Org design v1 with span-of-control 1:6–1:8 audit
    RACI for top 30 decisions + decision-rights charter
    Operating-rhythm calendar (Daily / Weekly / Monthly / Quarterly / Annual)
    EOS-style L10 / 4DX WIG meeting templates
    Strategy-execution gap diagnostic
    How we run it

    Our methodology

    A senior-led delivery sequence — not a template dump. Each phase is operated with your team, not handed over as a deck.

    1. 1

      OS diagnostic & selection

      Week 1

      Score the company against EOS, Scaling Up, 4DX and Hoshin policy-deployment on stage-fit, function-fit and founder-fit; deliver the OS-selection memo with the recommendation.

    2. 2

      Strategy cascade workshop

      Week 1–2

      Two-day leadership offsite to lock the 3-year vision, annual rocks and quarterly priorities; build the Hoshin X-Matrix end-to-end.

    3. 3

      Org & decision rights

      Week 2–3

      Org-design v1 with span-of-control 1:6–1:8 audit; RACI authored for the top-30 decisions and ratified by the leadership team.

    4. 4

      Cadence & meeting design

      Week 3–4

      Daily / Weekly / Monthly / Quarterly / Annual operating rhythm calendar published; EOS L10 / 4DX WIG meeting templates installed with owners.

    5. 5

      Run, measure, course-correct

      Week 4–6

      Two full operating cycles run with us in-room; strategy-execution alignment scored, gaps closed, scorecards locked as the new default.

    Deliverables

    • Operating-system selection memo (EOS vs Scaling Up vs 4DX vs Hoshin)
    • Hoshin X-Matrix or equivalent strategy cascade
    • 3-yr vision → annual rocks → quarterly priorities → weekly scorecard
    • Org design v1 with span-of-control 1:6–1:8 audit
    • RACI for top 30 decisions + decision-rights charter
    • Operating-rhythm calendar (D/W/M/Q/A)
    • EOS-style L10 / 4DX WIG meeting templates

    KPIs & Targets

    • Strategy-execution alignment score≥80%
    • Span of control (avg)1:6 – 1:8
    • Decision-rights clarity100% top-30 decisions
    • Operating-rhythm adherence≥95%

    Stakeholders

    Founder/CEOCOOCHROHeads of FunctionEA / Chief of Staff

    Timeline

    4–6 weeks