AtlasBefore the session: Northfield Mechanical, Q4, week 6
This is the page an implementer and the client’s owner would both see before a session. The company and every number on it are invented to show the format.
| Client | Team | Answered this cycle | Period | Who sees this page |
|---|---|---|---|---|
| Northfield Mechanical (fictional), HVAC service | 34 people | 11 of 14 asked (79%) | Oct 27 to Nov 7 | You and the owner, the same page |
Two on track, two off.
| Rock | Owner | Due | Status | What the team says |
|---|---|---|---|---|
| Dispatch board live for all techs | Ops lead | Dec 15 | on track | 3 techs use it daily. 2 still call dispatch to change a job. |
| Close 4 commercial maintenance contracts | Sales | Dec 31 | off track | 1 of 4 signed. 2 quotes have waited 9 days for pricing approval. |
| Hire 2 install techs | Owner | Nov 30 | off track | No offers yet. 2 candidates dropped out after the second interview. |
| Truck stock checklist in every van | Warehouse lead | Nov 15 | done | In 11 of 12 vans. 4 techs say they use it every morning. |
Three measurables off goal.
| Measurable | Goal | Last 2 weeks |
|---|---|---|
| Callbacks within 30 days | 4% or less | 6% |
| Jobs per tech per day | 3.5 | 3.1 |
| Quotes waiting on the owner for more than 3 days | 0 | 5 |
Grouped and counted, not interpreted.
- Quotes wait for pricing approval · 4 people, 2 cycles in a row“I can’t send the Henderson quote until Mike checks the margin.” (sales)
- Parts missing from the truck · 3 people“Second trip to the supplier this week for the same fitting.” (tech)
- Second interviews are hard to schedule · 2 people“By the time we called him back he’d taken another job.” (office)
Raw issues. The team does IDS in the room.
- Commercial quotes wait 9 days for the owner’s pricing approvalLinked to the off-track sales Rock and the “quotes waiting” measurable.
- Install candidates drop out between first and second interviewLinked to the hiring Rock.
- Two techs still change jobs by phone instead of the dispatch boardLinked to the dispatch Rock.
Questions, not answers.
- Which quotes could go out without the owner?The team named margin as the reason they wait. Nobody has said what margin rule would be enough.
- What happens between the first and the second interview?Two people mentioned delays. The data doesn’t show where the time goes.
5 of 7 done.
| To-Do | Owner | Done? |
|---|---|---|
| Send the dispatch board login to every tech | Ops lead | Yes |
| Draft the commercial maintenance price sheet | Sales | Yes |
| Book 3 second interviews | Office | No |
| Order van shelving for 2 trucks | Warehouse lead | Yes |
| Call the 2 lapsed commercial accounts | Owner | No |
| Update the callback report | Ops lead | Yes |
| Post the install tech ad on two job boards | Office | Yes |
In a pilot.
Every week or two, each person on the team gets a few short questions through a personal link: what they’re waiting on, what got in the way, what moved. Atlas groups the answers, quotes them and counts them against the Rocks, Scorecard and To-Dos you set at the Quarterly. It doesn’t name a root cause. The owner and the implementer see the same page, and nothing goes to the client’s team without your OK.
EOS® is a registered trademark of EOS Worldwide. Atlas is not affiliated with EOS Worldwide. Rocks, Scorecard, Issues List, To-Dos and IDS are EOS terms used here to show how the page maps to a client already running EOS.