Member Case Study: Instilling focus, discipline and accountability in an eye care organization



How do you get everyone in your company to execute the same vision? And the right vision? Several Opti-Port members are working on installing the Traction® methodology in their practices to do just that.


Part of EOS®, the Entrepreneurial Operating System, Traction is about instilling focus, discipline, and accountability throughout the company so that everyone executes on that vision—every day.

Kevin Whaley, practice administrator at The Eye Doctors in Florida, first implemented EOS and Traction about five years ago. “Traction has been great for us. It created a new foundation for our business. It forced us to redefine who we are and where we wanted to go,” said Kevin.


Kevin shares his experience with EOS and Traction at The Eye Doctors below.


Where did you first hear about Traction and EOS?


I heard about Traction from a local business consultant, then when I read the book, I found that the tools made sense and it sounded useful.


What most resonated with you about the Traction methodology?


Traction gets to the heart of what is important in the business, to the team and to the customers. This sounds basic, but it gives a series of tools to help you run your business. Most other business books do not do that. They only present one tool or theory at most, where Traction provides about 20 tools.


One of The Eye Doctors' core values

How have you implemented Traction and EOS in your business?


We originally fully implemented EOS and Traction about 5 years ago by ourselves and since have hired local consultants to help us fix some of the issues we have run into. Since then we have modified some of the tools to better fit our company and eliminated others. We currently use about half of the tools presented in some format or another. For instance, we have a Level 10 Meeting about once a month instead of weekly as the book recommends.


What feedback have you received from your employees about this system?


The team all loves the core values we have committed to. We also all appreciate the structure to the meetings when we have one. But, overall, the foundational core values are what helps keep us all on track.


What effects has EOS had on your business?


Overall, it has made us redefine who we are and where we want to go with the business by breaking down barriers we once felt we had and forcing us to ask new questions. We had a little turnover when we first implemented the system, which is normal because some of our team members were not a good cultural fit and we hadn’t realized it. We now use our core values to help make a series of business decisions to help us grow.


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