Introduction to the EOS Process Component™
If your business runs on the Entrepreneurial Operating System® (EOS Model®) , then you know that Process is one of the six key components. Yet, the EOS Process Component™ is often one of the most neglected areas in a company that’s struggling to grow, despite being essential for scaling.
It’s nearly impossible to improve business operations and develop a strategic plan for growth if the processes within the organization aren’t fully documented AND consistent. To be truly effective, processes need to be centralized, shared, and followed by all (FBA).
Why Process Component Matters?
Is your business struggling with chaos and inconsistency? Without clear processes, even simple tasks can lead to frustration, wasted time, and inconsistencies across the board. A lack of documented processes means team members end up doing things their own way, which can hurt productivity and morale.
Establishing clear processes isn’t just about organization; it’s about making your business a better place to work.
At Whale, we help companies running on the Entrepreneurial Operating System® (EOS) and others master the Process Component™. Through structured SOPs and accessible playbooks, we bring clarity and efficiency, transforming essential processes into powerful tools for growth and scalability.
How to Strengthen EOS Core Processes
Step 1: Document Core Processes Thoroughly 📝
Clear documentation is essential for efficient core processes, reducing errors and ensuring consistency. In the EOS Process Component, thorough documentation provides your team with a unified reference point. Avoid miscommunication by investing in documentation tools or templates that make it easy to standardize and share information across your organization.
Step 2: Ensure Accessibility for All 🌐
Centralized, easily accessible documentation saves time and reduces frustration. Employees often waste 20% of their week looking for information, costing companies significantly. With Whale, you can ensure your hard work on processes is available where and when your team needs it—no more endless searching.
Step 3: Scale Processes as You Grow 📈
As your business expands, your processes need to adapt and scale. Whale’s tools support process consistency across the organization, making it easy to implement efficient processes in every department. Scalable processes ensure that growth doesn’t lead to chaos but instead builds on a strong, structured foundation.
Step 4: Regularly Review and Update 🔄
Outdated processes can cost time and reduce productivity. With Whale’s automated review reminders, you can keep your core processes relevant and aligned with your evolving business needs. Assign process owners and set review timelines to ensure continuous improvement.
Step 5: Make Processes Engaging and User-Friendly 🎉
Engaging documentation increases buy-in and makes following processes easier. Use visuals, emojis, and videos to make SOPs more accessible and less tedious to read. When documentation is both useful and enjoyable, your team is more likely to follow and appreciate it.
Why Companies Struggle with the EOS Process Component™?
Many companies face challenges when implementing the EOS Process Component™. Franck Saragossi points out, most challenges happen when processes aren’t properly set up. Without clear, well-documented, and accessible processes, teams can’t operate efficiently or consistently, making it harder to achieve their goals.
We explored this in depth with Lisa Gonzales on the Unlocking Growth Podcast. Lisa identifies three common mindset hurdles that hold teams back from embracing processes:
Lisa says 3 mindsets that prevent process teams have is that they think;
- Process mindset stumbling block #1: “Process is not in my nature.”
- Process mindset stumbling block #2: “Process takes too much time!.”
- Process mindset stumbling block #3: “Process destroys freedom.”
If you delve into these preconceived notions about process, it’s easy to see how they fall short. Process is actually in all of our natures – when last did you forget to brush your teeth or drive to work?
And you’ll know that empowering your team is what’s going to create more freedom for your business to scale.
With tools like Whale, which offer AI Assist to help you create and document a three-step process in seconds, process documentation doesn’t need to be time-consuming. And by empowering your team with consistent and clear instructions, you’re building the freedom your business needs to scale.
If it isn’t mindset, it’s often a problem that companies typically either have no processes documented OR having too many processes that are too detailed and not shared or not read.
Processes only make sense when they’re being kept up to date and when they’re being followed by all.
So, let’s fix the problem!
The 3-Step Process Documenter™ to Life!
How many times have you tried to document processes? Only to have them take months to get it done. Only to have them stacked away unused? Or not to have them done at all.
But it can be difficult to get started with step 2 of the 3-Step Process Documenter™. That’s where process documentation tools like Whale come in to help. Here’s how Whale brings the Three Step Process Documenter™ to Life!
Step 1: Identify Essential Process Component
List the handful of core processes that make your business successful. Remember, you just need to document the 20% of processes that get you 80% of the results you need. It’s called the 80-20 rule.
ACTION STEP
Whale helps you do this with a selection of core process templates to get started. Click here to see the templates you need.
Step 2: Document Each Core Process Effectively
“Now that you have identified your company processes in the form of a short list, it’s time to think about HOW you want to document them.
Basically, there are two options: (1) pen/paper or (2) digital.
In today’s interconnected world, pen and paper still are essential for cards to your loved ones, but for documentation, digital is where it’s at.
There are a range of digital options, from simply using Google Docs or Word to using more advanced platforms. However, to truly bring The 3-Step Process Documenter to life, you will need a platform like Whale in order to have your your process component fully FBA (Followed by All).
ACTION STEP
Take each of those core processes and document them (in record-breaking time!)
With Whale’s AI Assist, you can get your core processes done and amended for your business context in no time at all!
Step 3: Package and Share Processes for Optimal Access
“Documenting your EOS core processes will ensure they’re followed by all”
But consider HOW you want document and how it’ll be viewed. Consider;
- Should it be just a simple text document
- Perhaps a checklist that will be accessed on a smartphone or tablet
- Maybe you want to use video to create engagement
200 page manuals are so 1980’s and no one is going to read them! Creating engaging documentation is essential to having your process component truly followed. If Netflix can do it, so can you!
ACTION STEP
Connect your processes to your teams!
Whale helps you centralize all your company-specific processes and share them seamlessly. With automated flows, you can ensure your team members get the information they need when they need it, enhancing your process component.
In line with the 3-Step Process Documenter™, Whale helps with documenting processes and packaging them in one central location. And prebuilt core process, templates, and AI writing assistants, and build in tools like a screen recorder Whale ensures that you get the job done as efficiently as possible, but it doesn’t stop there.
EOS Process Component only works when FBA (Followed by All)
“Congrats, you have been able to identify, document, and package your core processes. This means that you’re now top-of-class and have created a competitive advantage for your business.
But you’re not there … yet!
Processes only make sense when they’re being kept up to date and when they’re being followed-by-all.
That’s why Whale turns into your company’s training center for process and system learning. And update cycles, remind your process owners to review your SOP and update so everyone stays on the same page.
Whale enables companies running on EOS to effectively implement the FBA checklist.
How EOS Implementers™ help clients master process?
EOS implementers are essential in helping clients master the process component of EOS, bringing clarity, consistency, and scalability to business operations.
Their focus? Streamlining processes for sustainable growth and alignment.
Why is Whale the perfect companion for for Core Process Documentation?
Whale is a powerful tool that specializes in SOP and process documentation. Here’s how you can leverage its features to master the EOS Process Component:
Effortless Process Creation:
With intuitive templates and Whale AI Assist, documenting core processes becomes quick and efficient, giving every team member access to clear, consistent instructions.
Collaborative Workspaces:
Whale allows for seamless collaboration among team members. With real-time editing and commenting features, your team can work together to refine processes, making them more efficient and effective.
Version Control:
You’ll know that reviewing your processes and keeping track of process revisions is essential for maintaining accuracy and consistency. Whale’s version control feature ensures that you can access previous versions of your Processes.
Searchable Knowledge Base:
Finding the right process when you need it is essential. Whale offers a web extension and searchable knowledge base, making it easy to locate and reference processes, reducing downtime and errors.
Performance Analytics:
To truly master the EOS Process Component, you need insights into how well your processes are working. Whale provides analytics that allow you to measure the performance of your documented processes and identify areas for improvement.
Integration with EOS:
Whale seamlessly integrates with the EOS framework, making it a natural fit for enhancing your EOS Process Component™. This synergy ensures that your documented processes align perfectly with your EOS implementation.
Training and Onboarding:
Efficiently onboard new team members and train them on your processes with Whale’s training features. This ensures that everyone in your organization is aligned with the EOS Process Component™.
Bottom Line - Want to Master the EOS Process Component™
Strengthening the EOS Process Component™ is essential for achieving consistency, efficiency, and scalability in your organization. Process can be a major blocker if ignored, whether it’s costing you money, losing employees, or hindering growth. Tackling process improvement might feel daunting, especially with a large team, but you don’t have to face it alone.
At Whale, we’ve simplified the process. With Whale as your partner, implementing effective processes becomes achievable, quarter by quarter. As Koen Lopez, CEO of IT services company Direct, puts it:
“With Whale, we mapped out all our process boards in one year, and then drilled down to the next level, tackling it quarter by quarter, month by month.”
Ready to master the Process Component™?
- Set a rock to start documenting.
- Or join our process challenge to go from zero to fully documented in 14 days!
Whale is here to help you scale with processes your team will love.
FAQs about the EOS Process Component™?
Why do companies running on EOS use Whale for Process?
G2 and our customers have awarded Whale with the badges of;
- Best customer support which allows customers to resolve their queries almost immediately meaning faster onboarding
- Best ROI meaning that customers estimated return on investment meets expectations. This is typically depicted in terms on onboarding time.
- The easiest to use means that customers on Whale can get started almost immediately and with features like AI Assist can have processes done in seconds!
What are core processes for EOS?
EOS, or the Entrepreneurial Operating System, identifies key operational categories that are fundamental to a business’s functionality. These categories typically include 6-10 core business processes such as Human Resources, Marketing, Sales, Operations (the execution of product or service delivery), Finance, and Customer Support.
There are two key steps that leadership teams must take in order to implement their core processes.
- Identify, simplify, and document all of the core processes within the business and
- Ensure that the processes are followed-by-all in the business.
