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Ep 36 - Can EOS and OKRs Work Together? Bridging Vision and Execution With Expert Jessica Lee

Thinkydoers®: OKRs, Strategy & Career Support When You're Wired Differently

Release Date: 01/20/2025

Ep 36 - Can EOS and OKRs Work Together? Bridging Vision and Execution With Expert Jessica Lee show art Ep 36 - Can EOS and OKRs Work Together? Bridging Vision and Execution With Expert Jessica Lee

Thinkydoers®: OKRs, Strategy & Career Support When You're Wired Differently

What happens when two powerhouse frameworks collide? In this episode, Sara dives into a fascinating conversation with Jessica Lee, exploring the dynamic intersection of EOS® (Entrepreneurial Operating System®) and OKRs (Objectives and Key Results) in business management. As both an EOS integrator and an OKR coach, Jessica shares her unique expertise, offering actionable insights into how these two frameworks can work in harmony to help organizations not just survive but truly thrive. Episode Highlights: The complementary relationship between EOS and OKRs in business management ...

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More Episodes

What happens when two powerhouse frameworks collide?

In this episode, Sara dives into a fascinating conversation with Jessica Lee, exploring the dynamic intersection of EOS® (Entrepreneurial Operating System®) and OKRs (Objectives and Key Results) in business management. As both an EOS integrator and an OKR coach, Jessica shares her unique expertise, offering actionable insights into how these two frameworks can work in harmony to help organizations not just survive but truly thrive.

Episode Highlights:

  • The complementary relationship between EOS and OKRs in business management
  • Understanding the crucial visionary-integrator dynamic in leadership
  • How EOS provides structure for businesses ready to scale
  • The importance of proper goal-setting and measurement systems
  • Role definition and its impact on organizational success
  • The value of coaching in implementation of both frameworks

Key Concepts Explored:

  1. EOS Framework Components
    • Vision Traction Organizer (VTO)
    • Rocks and Measurables
    • People Analyzer
    • Accountability Chart
    • L10 Meetings
  2. Leadership Dynamics
    • Visionary (CEO) role and characteristics
    • Integrator role and responsibilities
    • Creating effective partnership between both roles
  3. Goal Setting and Measurement
    • Integration of EOS rocks with OKR methodology
    • Importance of measurable outcomes
    • Balance between vision and execution
  4. Organizational Structure
    • Role definition before performance evaluation
    • Right people in right seats concept
    • Simplified organizational structure approach

Episode Chapters

00:00 Introduction to Thinkydoers Podcast

00:58 Live from the Race Trailer

02:16 Guest Introduction: Jessica Lee

03:06 Understanding EOS and OKRs

04:40 Implementing EOS in Small Businesses

13:55 The Role of the Integrator

20:31 Accountability and Goal Setting

26:57 Conclusion and Farewell

Notable Quotes:

"Having a shared vocabulary and shared words and meanings within an organization could probably alleviate 75 percent of conflict that happens in businesses." - Sara Lobkovich

"Find out what matters to your people. That’s how you’re going to get the most out of the people you have." - Jessica Lee

"What I learned from OKR coaching was that staying quiet and letting someone else reach the answer can be the hardest—and most impactful—work." - Jessica Lee

"Research shows that we will dramatically overestimate what we think we could do in a short amount of time, but we will grossly underestimate what we could do in a larger amount of time." - Jessica Lee

Guest Information: 

Jessica Lee owns Optimized Execs, a business consulting firm helping CEOs of small and medium-sized businesses who feel overwhelmed and unsure about growth strategies. Her experience includes serving as a COO and implementing EOS in various organizations.

Jessica's Resources Mentioned:

Sara's Links and Resources:

Find full show notes and the episode transcript via https://findrc.co/thinkydoers!