How Do You Teach the EOS® Process Component So It Actually Gets Followed?
Free for Certified and Expert EOS Implementers®. Make the Process Component your signature strength.
Run the commitment conversation before any documenting starts, hold the team to five to ten core processes, and capture the twenty percent of steps that drive eighty percent of the result. Our book says one to five pages. Less is more, and if you land at three pages or fewer you are doing great. Then spend the real effort on what comes after: Train, Measure, Manage, Update. Documentation is the easy half.
By Lisa González, Certified EOS Implementer® and co-author, with Mike Paton, of Process! (The EOS Mastery Series). Updated September 9, 2026.
The team doesn't complete their Process Rocks.
They've never hit their goal of getting their processes documented, simplified, and followed by all.
You're not exactly sure how to help them.
What we added to the 3-Step Process Documenter
The 3-Step Process Documenter is a good tool and it does its job well. What Mike Paton and I built in Process! is the rest of the arc around it: what needs to be true before a team starts, and what has to happen once the documents exist.
COMMIT. The leadership team agrees out loud that this is happening, and who owns it. Do this first and the rest of the session moves. It is the highest-return five minutes in the whole component.
Then the Documenter as written.
- Identify. Name the five to ten core processes.
- Document and Simplify. Twenty percent of the steps. Our book says one to five pages. Less is more, and if you land at three pages or fewer you are doing great.
- Package. Make it findable at the moment of work.
Then Followed By All, which is where adoption is won.
- Train. Not email it. Train on it.
- Measure. Followership becomes a number rather than an opinion.
- Manage. A consequence either way, so the process is not optional.
- Update. At least annually, so it keeps matching the work.
Teams often treat the first three steps as the work and the loop as follow-up. Adoption is everything after step two, and the loop is what your client will thank you for a year later.
That is the map, and the map is the part that hands over easily. What takes reps is the room: the language when two leaders disagree about who owns a handoff, knowing when to hold the line at ten processes, and hearing what a team is really telling you when they say they already have SOPs. That is what we practice together on February 8.
Who is this for?
- Certified or Expert EOS Implementers
- You have led multiple sessions and feel confident with most tools
- You want Process to land as cleanly as the rest of your toolkit
- You want it to become your signature strength
What it costs. Nothing. There is no fee, no affiliate program and no commission. The only thing I ever ask is a story about what changed for your client.
That is deliberate. I would rather your client finish the Process Component than collect a referral fee for sending them somewhere.
This is not an EOS Worldwide program. It is not produced, reviewed or endorsed by EOS Worldwide. It is Process Success material, built by an implementer for implementers.
Process is the most overlooked component in EOS, and the one your clients most need in order to scale well.
Client Impact Testimonial
from our colleague, Randy McDougal, sharing the client impact of his Process Success TM Workshop
Two steps, both free
Step one. Subscribe, and the materials come to you.
- The Process SuccessTM Facilitation Guide, ready to use
- The Process SuccessTM Workbook, ready to print for a client session
- A client-ready handout you can give a client without prepping it first
- Real-world scripts and go-to language
- The AI prompt for Document and Simplify, with the guardrails
- Twelve months of updates as the materials change
Subscribing takes an @eosworldwide.com email address, which is how we verify you, and the files arrive the same day.
Step two. Monday, February 8, 2027, 11:30am to 2:30pm MT.
A live, interactive three-hour Zoom session with a cohort of Certified and Expert Implementers. This is where the facilitation lives: how to set up and complete a Process Session, the go-to language and sequencing, the exact words for Commit, and practice with peers rather than a page. A close, peer-only environment with room for questions. Register on Zoom here. Registration takes an @eosworldwide.com email address, which is how we verify you.
Bring your MCE. Your Metropolitan Collaborative Exchange is the local community where implementers train together. I have taught Process to almost every MCE in the country, one hour, virtual, no charge. If yours has not had it yet, send them here and have them apply too.
Our Proven Process
The next session is February 8.
New implementers first, and the recording stays here afterward.
The application takes two minutes and asks three things: your tier, when your next Process teach is scheduled, and one client who is stuck. I read every one, and I build the session around the answers.
Over 100 Certified and Expert Implementers Have Come Through This Workshop
"I've taken the Process Facilitation Workshop and it helped to greatly improve how I handle Process with clients. It has given me more confidence to lean in on clients and call their bluff when necessary.
Process seems to be one of the last things clients prioritize, but is one of the most impactful things they can do!"
-Andrew Turner, Certified EOS Implementer
"I have taken Lisa’s workshop and not only feel more confident when teaching process but find I do a better job, and it lands better with the team."
- Jon Weening, Certified EOS Implementer
Frequently asked questions
How much does the implementer workshop cost?
Nothing. It is free to Certified and Expert EOS Implementers. There is no affiliate program and no commission.
Who can attend?
Practicing Certified and Expert EOS Implementers. Registration requires an @eosworldwide.com email address, which is how we verify attendees. Invite your MCE, the Metropolitan Collaborative Exchange in your city or state, to apply as well.
Is this an EOS Worldwide program?
No. It is not produced, reviewed or endorsed by EOS Worldwide. It is Process Success material created by a Certified EOS Implementer for other implementers.
How many core processes should a company have?
Five to ten. Fewer than five usually means something important is folded inside another. More than ten usually means sub-processes made the list.
What is the difference between a core process and a sub-process?
A core process is an end-to-end flow that crosses seats, like sales or hiring. A sub-process is one piece of it, like writing a proposal or checking references.
How long should each documented process be?
Our book says one to five pages. Less is more. If you land at three pages or fewer, you are doing great. Past five, people stop using it mid-task, which usually means the eighty percent of steps that do not matter got documented too.
Can AI document a process for you?
It can draft and simplify well. It cannot run the commitment conversation, resolve a disagreement about ownership, or make anyone follow the result. Use it after Commit.
Why do documented processes still not get followed?
Usually one of four reasons: nobody was trained on it, it does not match how the work really happens, nobody measures followership, or nothing happens when it is skipped. Each is a leadership question with a fix.
Related
How to Use the EOS 3-Step Process Documenter. Identify, document and simplify, package.
How to Identify Your Core Processes. The session that gets a team to its handful.
Why Employees Do Not Follow SOPs. The four real reasons, and the fix for each.
Process Documentation Guides and Tools. Everything else, free.
