EOS · People Analyzer · manager / owner only ← gallery
EOS · People Analyzer · confidential
🔒 Leadership only PS Philip
People Analyzer
Every person against our core values + GWC for their seat · reviewed at each quarterly
+Plus · lives the value
±Plus/Minus · sometimes
Minus · doesn't live it
Bar · 3+ any value = conversation
GWC · Gets it / Wants it / Capacity
Above the bar
18
69% of team · +/+/+ on values + GWC all yes
Right person, wrong seat
2
Values yes · GWC no · reseat candidates
Coach within 30 days
4
One ± on values, GWC yellow
Below the bar · exit?
2
Multiple − values or GWC no
Person · Seat Respect Integrity Customer focus Having fun GWC for seat Verdict
PS
Philip Schultz
Visionary · Owner
+ + + +
GWC
Keep
KT
Kristin Thompson
Integrator · dual Finance
+ + + +
GWC
Split seat
JS
Josh Schultz
Operations · Brand Manager
+ + + +
GWC
Keep
MR
Mason Robertson
Sales · Outside Sales Rep
+ + ± +
GWC
Coach 30d
AP
Albert Pineda
Houston GM · Sales Manager
+ + + ±
GWC
Keep
Field techs · Lexington
EF
Eric Fain
Lead Flat Glass Tech
+ + + +
GWC
Keep
JH
Jose Hernandez
Flat Glass Tech L4+
+ + + +
GWC
Keep
RA
Reid Ackerman
Flat Glass Tech L3
+ + + +
GWC
Reseat?
MH
Manuel Hernandez
Flat Glass Tech L2
+ + + ±
GWC
Keep
BW
Brandon Wayne
Flat Glass Tech L1+
+ + ± +
GWC
Coach 30d
GM
Grayden Marshall
Flat Glass Tech L1 · new
+ + + +
GWC
Ramp · 60d
Field techs · Houston
RG
Rudy Guzman
Senior Tech · top earner
+ + + +
GWC
Keep
ML
Milly LeDay
Flat Glass Tech · callback pattern
+ ± ±
GWC
Below bar
MS
Michael Salazar
Flat Glass Tech
+ + + +
GWC
Keep

Actions · surfaced at next quarterly

  • Milly LeDay · exit conversation · 3 values below +, GWC 1 of 3. Already on Issue list for L10.
  • Reid Ackerman · reseat · values yes but doesn't Want It for current seat. What does he actually want?
  • Mason + Brandon · coach · capacity yellow. Mason needs support ramping, Brandon needs field-skills coaching.
  • Kristin · split seat · capacity yellow from dual Integrator + Finance. Pay tooling ship = relief.

Rule · "the bar"

We keep people who are + / + on core values AND yes / yes / yes on GWC for their seat.

One ± on values or one "?" on GWC is a coaching conversation.

Two − values or two "no" GWC is below the bar. That means a real talk — can we coach, or is this the wrong fit?