When building a strategic business plan for your company, it can take days or weeks to do all the planning. It might even require the establishment of committees or working teams to work on the different aspects, and the result will be a long, thick document that may not be easy to follow and usually gets shoved in a drawer somewhere and is never viewed again. The challenge with this is that when you ask people where the company is headed and how their work fits into the long-term direction of the company, they have usually forgotten in a couple of weeks.

A business plan should be something that everyone in the organisation can articulate clearly. It should relate this longer-term plan to the work that they do every day. They should understand the long-term goal, how it is broken down into pieces of strategic work and ultimately, their weekly and day-to-day work.

If you are interested in a more straightforward way to build a strategic business plan that everyone can follow and refer to every day, you have come to the right place. The Vision/Traction Organiser is a simple two-page document that, once completed, can give you a snapshot of your overall strategic plan and the time frames in which it needs to be implemented.

Part of the Entrepreneurial Operating System, the Vision/Traction Organiser (VTO) (or 2-page strategic plan) has you answering eight essential questions to get the management team thinking and working together.

Read on to discover these eight questions and how you can use them to build your strategic business plan.

  1. Core Values

Who are you as a company, and what is important to you as a company? This helps you to review who and what fits into your company and what doesn’t work.

  1. Core Focus

In traditional terms, this would be referred to as the vision and mission of the business. It is essential to know your purpose as a company and what it is that you can do better than anyone else.

  1. Long-Term Targets

Select a range from five to twenty-five years. A good rule of thumb is to choose your targets based on a 10-year time frame. These large targets help everyone see the bigger-picture ideas of the business.

  1. Marketing Strategy

The strategic business plan needs a straightforward marketing strategy that involves identifying your target market, designing a message that will be attractive to that market, investigating the process that a customer will go through to become your client and working on what guarantees you can offer to your client.

  1. The Three-Year Picture

This describes what the company will look like in three years hence. Establishing this is useful because it allows employees to see where the business will be and how they fit into the picture.

  1. The One-Year Plan

Take one-third of your three-year picture to give you a snapshot of where you would like to be one year from now. Make sure this includes achievable targets for the next year.

  1. Rocks

Now it’s time to set between three and seven priorities for the following three months. It is no good trying to focus and juggle too many things and fail. Instead, set a maximum of seven goals, increasing your chance of achieving them.

  1. Issues List

In this final section, you will list all the things that can present problems to your business.

Contact Business Action today to find out how you can weave all of this information into a strategic business plan that works.

The Difference Between Business Coaching In NZ And EOS Implementation

Professional EOS Implementer | Debra Chantry-Taylor - working with a leadership team in the EOS Session Room

If you think you need business coaching in NZ, you have probably Google’d a few options and come up with business consultants, business coaches, EOS Implementers and more. It can be confusing to understand the differences between these different professionals, how they can help you and which is the right one for you.

What Is A Business Coach?

Business coaching in NZ is about providing support for the Business Owner or CEO. Our goal is to support you in a long-term relationship through every change, opportunity for gowth, challenge & major deicison that your business experiences.

We will provide guidance, a sounding board, support, encouragement & of course accountability.

For some people they like the long-termnature & the security of having someone at your side as the business changes.

Sometimes a Business Coach can also be a Business Mentor. They will share experiences that they have, to help you make better decisions.

Some Managers prefer to have the consistency of a business coach over the long term, as they guide you throught the different devlopment stages of your business growth over time.

What Is An EOS Implementer?

An EOS Implementer is a specially trained & accredited graduate of a thorough, intensive training programme in the proven methods of EOS. They are requried to be a seasonal entrepreneurial leader / business owner & as part of their EOS worldwide accreditation commitment, they also participate actively in the EOS gloabl community, ensuring that they are keeping up to date with training & self-improvement.

When they work with you & your leadership team, they will guide you through a proven process.

They will lead you through a systematic process of your business’s Six Key Components: Vision, People, Data, Issues, Process and Traction. If you observed 10 different EOS implementers in 10 different companies, they all would be following the same proven process, yet customised to your business

Their role in your business is 3 fold;

  • Teacher – to teach you the EOS tools & Model
  • Faciliator – to help your team have the much needed conversations
  • Coach – to offer an independent perspetcive whilst sharing the experiences of other teams

What is a Business Consultant?

A business consultant often focuses on a key areas of the businesses. Using their skills & experience, they will give advice & help to plan to make changes to the business.

They will tell you what to do & often how to do it.

Cost Implications Of Business Coaching In NZ Versus EOS Implementers

Business coaching in NZ can be an ongoing expense as you continue to get advice on a range of business matters. This differs from the EOS Implementer, as our role is to teach you the EOS tools & help you embed them into your business so that you can graduate.

Our role is to arm your leadership team with the tools and knowledge they need to be successful independently, getting out of your way and letting you & your leadership team run your own business

Most companies take around 18 months to 2 years to graduate & so there is a fixed cost in the implementation of EOS into your business. Each EOS Implmenter works on a fixed daily rate for the sessions & the rate that you start on is the rate that will stay with you for your EOS journey so that you can budget for this. We also have a guarantee that takes away any risk for you.

That said, many of our companies choose to continue to work with an EOS Impementer once they have graduated to give an impartial facilitator for their Quarterly & Annual Planning sessions.

Often, EOS Implementaion & Business Coaching or Leadership Coaching go hand in hand.

In fact, we have a trusted partner network to ensure that you can find the right experts to supplement your EOS journey. This includes idividual leadership caoching, business coaching for the Business Owner or EO & many other professional in the People & Culture space, Marketing, Sales & CFO spaces

Why Choose An EOS Implementer Over Business Coaching In NZ?

First of all, we believe that no one size fits all & it is horses for courses, so establish what you really want for your business. Do you want someone to work with you, as the Business Owner or CEO, or do you want someone to work with the whole team to implemement systems & processes through teaching, facilitation & coaching?

We’ll be glad to help you figure this out by doing a free Discovery call & showing you what each can do for your business.

We’re passionate about helping business owners & their leadership teams lead better lives through creating a better business & we’ll work with you to help you decide what is best for you.

But why might an EOS Implementer be a better option than Business Coaching?

The main focus of the EOS Implementer will be to ensure that leadership teams become skilled at getting the most out of their business, using tried and trusted tools & a proven process to optimise their business operating system. An EOS Implementer help leadership teams get better at 3 things – Vision Traction & Healthy by focussing on helping the business grow across the following components of a successful business: Data, Vision, People, Process, Issues and Traction. Once set up with these components, the business team is then ready to fly on their own (we call this graduation)  and achieve their predicted goals (EOS helpes you get really good at predicting) , based on their own actions. The success is yours & theirs to enjoy.

For more information on the differences between business coaching in NZ and hiring an EOS Implementer to build your business, contact Business Action today. We offer both business coaching & EOS Implementation – following a structured program that follows a proven process that guarantees performance and gives you the confidence to improve your business and life.

Why choose a Professional EOS Implementer over Self-Implementing


Why Choose a Professional EOS Implementer over self-implementing?

Have you been thinking about using the Entrepreneurial Operating System®? The proven Entrepreneurial Operating System® (EOS) strengthens to the 6 key components of your business to ensure your team performs well – to get the results your business wants.

Implemented correctly, it will help your business or organisation excel & help you to get what you want out of your business.

Implementing EOS to its full extent is the key to seeing the best results.

So, do you have the resources to effectively self-implement the EOS? Or should you hire a Professional EOS Implementer to ensure that you will see the full benefits?

This article is written to give you some things to think about it you are questioning whether to self-implement or invest in a Professional EOS Implementer.

First of all, let’s define the 2 options:


A Professional EOS Implementer is someone who helps entrepreneurial leaders

  1. Achieve company-wide alignment on their vision.
  2. Gain real traction against that vision.
  3. Create healthy teams and culture through masterful EOS implementation.

A Professional EOS Implementer has received extensive training from EOS Worldwide & has access to a community of EOS Professionals as well as support from EOS Head Office. They have an entrepreneurial business leadership background or in my case, they have also owned & managed several businesses.

They have successfully completed the EOS Professional Implementer Boot Camp, work with multiple growth-minded companies to implement EOS, and continuously train towards EOS mastery.

They have to have the following experience to maintain their professional status:

30+ Sessions per year 8.75+ Average session rating 4+ Successful implementations

EOS Implementers use the proven, simple, and practical tools of EOS through its proven process to help leaders strengthen all Six Key Components™ of their business to get the best results.

Implementers are experts at:

  • TEACHING every tool in the EOS Toolbox™
  • FACILITATING clarity, alignment, and resolution
  • COACHING EOS® purity and accountability, and helping the leadership team become its best


Self-implementing means you take the tools yourself & implement them into your business.

Most of the tools are freely available from the EOS Worldwide website.

You can use the book Traction, to help you understand the tools.

Before you decide which way to go, please consider the following:


In the words of Jason Kolevski:

The most powerful reason to use an external coach/facilitator/implementor is because it’s impossible for a business to be objective with itself. This is where the gems 💎 are drawn from to create magical shifts!

  • Are you able to spot problems in the company and be objective about them?
  • Deal with the team’s dynamics & call out the elephants in the room?
  • Are you able to stand back and listen to all the leader’s points of view?

This is part of the role when you self-implement.

You also need to step out of your shoes and make sure you are also accountable for your undoing.

It is a challenging task to do when you are on the inside.

It is easier to have someone come in from the outside to offer an objective point of view and listen to the team’s perspective without taking it personally.

A Professional EOS Implementer can provide an outside professional perspective to challenge your habits and beliefs to create your best team yet. They will help your company align to your true vision and goals.


The initial cost of self-implementing is not as high as hiring a Professional EOS Implementer.

EOS provides all the tools for self-implementation meaning a team member can complete the basic training and then facilitate, teach and coach the leaders in your organisation.

However, have you thought about the cost and time put towards the training and initial implementation?

Hiring a Professional EOS Implementer to teach EOS in its pure form helps your leadership team implement it faster and more effectively, possibly saving you costs in the long term.


When organisations self-implement, they might not follow the EOS proven process: they only select the tools that they want to use or not use them correctly.

This might provide some results, but not the best results.

A Professional EOS Implementer is experienced and a master of all the tools in the process.

They understand the science behind the process and the order it needs to be implemented.

They have been professionally trained in using EOS and understand how to customise the system to different organisations.

They will teach you to use all the right tools in the toolbox to ensure you get the results you want.

They also have experience with many different organisations so can share that experience. For example, I have worked with over 5000 businesses & their leaders – this means that I know the questions to ask of your team.


Entrepreneurs are motivated and like to take on challenges.

You might see self-implementing as your next challenge.

However, implementing the EOS takes time, commitment and follow-through.

The nominated person to integrate and facilitate EOS might be pulled away to complete work commitments without having enough time to see it through.

A Professional EOS Implementer will implement and facilitate the entire process and provide ongoing support. They will ensure EOS becomes an integral part of your organisation.


When you self-implement, you and your team do it on your own. You must be genuinely accountable for your actions as the facilitator of the EOS and your role in the business. A Professional EOS Implementer can guide you through the implementation, provide ongoing support to help deal with issues and continually teach you how to use the tools effectively.

So, which option will work best for us?

If you just consider the cost of an Implementer then the obvious choice would be to self implement.

However, working with a professional EOS Implementer will get you better results & faster, meaning you can pay back the investment & still be ahead after the investment.

On average a client working with an EOS Implementer sees an increase of 18% to the bottom line, over a year. Sometimes it’s as high as 40%!

Do the math & work out whether you can afford not to do it with a professional implementer 🙂

An analogy I like to use is this:

You can YouTube anything or read a book & learn how to do it. However, would you trust a brain surgeon who was YouTube or book trained or would you prefer them to be qualified & experienced?

Whilst your business is not quite as critical as your brain, your business is an important asset.

Using a qualified & experienced Professional EOS Implementer will ensure your asset is in good hands.

Put another way, EOS is Simple but implementing it can be hard.

Much like losing weight – the method is really simple:

  1. Eat less food
  2. Do more exercise

And yet, many of us struggle to do it. That’s why we engage with personal trainers & coaches to help us achieve that result.

As Firefly say in their whitepaper – “How Investors and Boards Can Use EOS® To Align Teams and Drive Results.”

“Use a Certified or Professional EOS Implementer. As noted above, we strongly believe the investment in a competent, experienced facilitator who fits with the personality of the leadership team pays off in a swifter, more enduring implementation.

Our experience with self- implementation is that it’s better than not doing EOS at all but won’t deliver the same impact. A lot rides on an EOS implementation – investing in an Implementer increases the odds of success.”

Download the whitepaper to find out more:

Download pdf

And if you don’t believe me, take a listen to Justine taking about the difference – going from self-implementing to using me as their Implementer:

If I have convinced you of the merits of using a Professional Implementer, then please see below around whether you are ready & how I can help.

Are you ready to hire a Professional EOS Implementer?

I can help you get what you want out of business and life!

Using EOS with my unique blend of experience as a Business Leader, Entrepreneur, Leadership Coaching & Business Coaching skills, I can help you and your team become better leaders and create a business that elevates you to achieve better results.

To start with me as a client you need to be:

  • Open-minded​
  • Respectful
  • Appreciative
  • Growth-oriented
  • Frustrated
  • Want help
  • Willing to be open, honest & vulnerable

If you meet the criteria & want to talk then book me in for a quick chat, using the button below.

Book a free call with me to find out how i can help you!


“I tried to self-implement, and it was a disaster. Everything changed when we brought in a Professional EOS Implementer®. Now we’ve made the Inc. 5000 List 5 times in 10 years, and our Implementer is an indispensable part of our business.”

TRACY CALL, CEO/Founder of Media Bridge Advertising

“We tried to self-implement, and we didn’t get anywhere. We got busy & EOS took a back seat plus we picked & chose which tools we wanted to use. We got Debra in to help us & we haven’t looked back. Last year, despite Covid, we were focused & smashed our extended targets. This year we are already well on our way to reaching our goals.”

JUSTINE PARSON, Visionary/Founder of Your Virtual Assistant

All EOS Implementers share the following values:

ARE HUMBLY CONFIDENT open, honest, real and well-practiced, ready to make a positive difference

DO THE RIGHT THING never betraying a trust and doing whatever it takes to resolve every issue so people can move forward

GROW OR DIE driven to maximize every situation and take ourselves and our clients to the next level

HELP FIRST subordinating our personal interests to advance others, always giving value before expecting anything in return

DO WHAT WE SAY sometimes more, never less

Debra Chantry-Taylor

Professional EOS Implementer | Entrepreneurial Leadership & Business Coach | Business Owner

#betterbusinessbetterlife #entrepreneur #leadership #eosimplementer #professionaleosimplementer #entrepreneurialbusinesscoach

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