Automate the Prep for Your Quarterly Reviews with EOS Software


Automate the Prep for Your Quarterly Reviews with EOS Software

If your company is running on the Entrepreneurial Operating System®, like we are at Traction® Tools, you already know how valuable the EOS tools are for developing your people and ensuring you’ve got the Right People in the Right Seats.

In our experience, Quarterly Conversations™ (QCs) require some prep work, since most supervisors prepare written notes to guide their 5-5-5s™ with their direct reports. But imagine if you could automate the process by keeping everything in one place. We’ve made that possible, and we’re happy to announce the new People Tools module for Traction Tools!

The People Tools is one of our latest add-on modules, which bundles the Accountability Chart™, People Analyzer™, and Quarterly Conversation into one package. The module streamlines your people processes by pulling in what you’ve already got in Traction Tools. Here’s how it works.

1) Quick and Easy Prep for QCs and Annual Reviews

The Quarterly Conversations section gives you a ready-to-go environment to quickly take notes about what’s working and what isn’t working. There’s a form you can use for each of your direct reports.

Each employee’s roles are automatically populated from the Accountability Chart and the Core Values in your V/TO™. Simply select your team members and fill out a short questionnaire. That’s all there is to it!

Screenshot of Quarterly Conversation Core Values

Quarterly Conversations

Use the Core Values, GWC, and Rocks portion to prep for Quarterly Conversations.

Annual Reviews

The Quarterly Conversation tool includes five assessment sections that you can use for your Annual Reviews:

  • Supervisor’s Leadership and Management Assessment™ (LMA™)
  • Core Values assessment, imported from the V/TO
  • Roles assessment (GWC™), imported from the Accountability Chart
  • Rocks assessment (number of Rocks last quarter, and number of Rocks completed)
  • General comments

2) Automating the People Analyzer

According to one survey, 82% of business owners aren’t getting enough from their people. EOS has designed the People Analyzer to resolve those frustrations. Our People Tools module helps you get the most out of the People Analyzer. Once your notes are filled out in the Quarterly Conversation section, they’re auto-populated in the People Analyzer. There, you can see the results for you and everyone who reports to you. A timeline lets you see all of the previous notes, so that you can review people’s Annual Review histories over time.

screenshot of the People Analyzer

The People Analyzer also indicates anyone who hasn’t filled out their notes for their Annual Review. Simply send a preset email reminder with the click of a button—simple as that!

3) Conducting Conversations

To prepare for your in-person conversations, Traction Tools enables you to easily print your notes for your direct reports. The printed report gives you a side-by-side view of the scores and comments you and your direct report entered.

Make Your Quarterly Conversations Easy

With the People Tools, the preparation for your Quarterly Conversations is simple and straightforward. We think you’ll fall in love with it the first time you see it—just like Peter Handy, President and CEO of Bristol Seafood. Peter said, “Traction Tools has allowed me to focus on all of the important parts of EOS, while leaving the brass tacks of admin to its well-designed system.”

In fact, we’re making it even easier to fall in love with Traction Tools—we’re offering a 90-day free trial of the People Tools module. Ask for your free trial today!

Kathy Mayfield

About the Author

Kathy is the Integrator at Traction® Tools and, quite frankly, one of the main reasons our company took flight. After joining forces with Certified EOS Implementer™ Todd Smart as his executive assistant in 2013, she helped catapult Smart Partners, Inc. into a thriving entrepreneurial company. By that time, Kathy’s love affair with EOS® was a done deal. A few years later when the saucy little startup Traction Tools appeared on the EOS scene, Kathy switched gears and focused her attention on making Traction Tools an operational success. Her work at Traction Tools has been described by our Visionary as “akin to transforming an airplane into a rocket ship—mid-flight.” She harnessed and directed our energy toward rapid growth. She’s done the same as the director of learning and a member of the Leadership Team of the Female Integrator Mastermind (FIM).