Operate (EOS) basics

Operate is where you run the business week to week, following the Entrepreneurial Operating System (EOS) rhythm. It has five sections in the sidebar: Accountability, Scorecard, Rocks, To-Dos and SOP · Processes.

Adding and changing items needs the operating admin role (or founder). Everyone with access can see them. If your company doesn't use EOS, turn Operate off in Settings → Modules.

How items work #

• Press ＋ New (or ＋ Add the first one on an empty section), fill in the form and press the Create button (for example Create Rocks).
• Every item has a name, the brand it belongs to (or the whole company), an owner, and a grade that says how solid its information is: receipted, logged, inferred or needs_human. Use logged for something your team entered by hand.
• Changes never overwrite: each change saves a new version and keeps the old one. Retire hides an item; Show retired brings retired items back into view. Nothing is deleted.
• A value nobody has entered shows as needs_human, never as a made-up zero.

The form also has a scope node and a level in the tree. Leave them at the defaults ("the brand" and "level: automatic") unless you organise items below brand level.

1. Accountability Chart #

Seats and functions, with one accountable owner each. Start with one seat per function (for example Visionary, Integrator, Sales, Operations, Finance).

• Fill in the name (the seat), the function and the roles (comma-separated).
• Type OPEN as the owner for a seat nobody fills yet. It shows OPEN SEAT until someone takes it.
• To fill or hand over a seat, type the new owner on its card and press Fill seat or Change owner.

2. Scorecard #

The 5 to 15 weekly numbers you run the company on, each with an owner and a goal.

• Set the goal type (at_least, at_most or between), the target (for example 10, or 3,7 for between) and the unit.
• Each week, on the card, enter the week (like 2026-W41) and the value, and press Add reading. Leave the value blank for a week with no number.
• Or link the number to a live figure from a connected tool (for example Stripe MRR or HubSpot pipeline) with Fill automatically from…; then each week fills itself. Off-track is worked out against the goal.

3. Rocks #

This quarter's 3 to 7 company priorities (90 days), each with an owner and milestones.

• Set the year and quarter (1 to 4), the status, and the milestones, one per line.
• Tick milestones on the card as they are done, and change the status: on_track, off_track, done or needs_human.

4. To-Dos #

The 7-day action items from your weekly meeting, each with an owner and a due date.

• Set the due date. Overdue only shows items past their due date that are still open (marked OVERDUE).
• Press Mark done, then confirm.

5. SOP · Processes #

Your documented core processes, versioned.

• Name the process, set the version (like 1.0.0), the status (draft, published or retired) and the steps, one per line.
• Publish it when the team agrees it.

A simple weekly rhythm #

1. Before the weekly meeting, owners add this week's Scorecard readings.
2. In the meeting, review the Scorecard and Rocks, and mark to-dos done.
3. Add the new to-dos agreed in the meeting, each with an owner and a due date.
4. Each quarter, retire finished Rocks and add the next quarter's.

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