Time To Organize Your Organization

Credit Union Conversations

How does Julie get one of the most laid-back CEOs to organize the company and get the team focused? Find out when Julie and one of her most difficult engagements discuss the EOS process and benefits.

IN THIS EPISODE:

• [0:26] Mark describes how Julie has been a catalyst for MBFS
• [3:22] Julie shares her background that has brought her to the position she holds today
• [5:36] Julie defines EOS (Entrepreneurial Operating System) and outlines the tools: Vision, Traction, Healthy and she describes the type of companies she works with. Mark describes his need for these services
• [9:13] Julie describes the types of issues companies are experiencing, and she discusses delegation and leadership
• [13:46] Julie shares how she approaches an established CEO
• [16:40] Discussion about the traction component and the correct approach to vision creation and problem-solving
• [23:51] Julie shares personal information about her life

KEY TAKEAWAYS:

• EOS focuses on Vision, Traction and a Healthy environment for your business
• We live in a 90-day world, so leaders should meet every 90 days to ensure everyone is clear on the vision and analyze how the last quarter met those goals. An organization should set priorities for the next 90 days to ensure progress toward achieving the one-year plan, the three-year goal, and the ten-year target
• EOS is a program that teaches leaders to create leaders and ultimately makes everyone in the organization responsible for some portion of the vision you have for your business

RESOURCE LINKS

Mark Ritter Website

Mark Ritter LinkedIn

EOS - Website

Julie Markee - LinkedIn

Julie's Chicken Blog

BIOGRAPHY:

Julie Markee is a lifelong entrepreneur who started her first business at 12 when she was the go-to swimming instructor in her neighborhood. She graduated from the University of Washington with a degree in Chemical Engineering and began her career as a process engineer. While her engineering mind allows her to find the quickest path to achieve the desired results intuitively, her real magic is her excellent communication skills that help others see the path and dare to follow along with her. What’s behind that magic? Her passion for people and her desire to help them reach their full potential. Julie is now an EOS implementer for companies nationwide--including MBFS.