/ceos-checkup

name: ceos-checkup
description: Use when assessing organizational health across the Six Key Components with the EOS Organizational Checkup
file-access: [data/checkups/, templates/checkup.md, data/vision.md, data/accountability.md, data/rocks/, data/scorecard/, data/people/, data/issues/]
tools-used: [Read, Write, Glob]

ceos-checkup

Measure organizational health using the standard EOS Organizational Checkup — a 20-question assessment across the Six Key Components (Vision, People, Data, Issues, Process, Traction). Each leadership team member rates the organization 1-5 on each question, and scores are calculated per component and overall. Use quarterly or semi-annually to track progress and surface alignment gaps.

**Not for:** Individual team member evaluation (use `ceos-people`), V/TO refresh (use `ceos-annual`), or quarterly Rock setting (use `ceos-quarterly-planning`).

When to Use

• "Run the organizational checkup" or "let's do the EOS checkup"
• "How healthy is the organization?" or "team health assessment"
• "Score the six key components" or "rate our EOS components"
• "Show checkup history" or "review past checkups"
• "Compare team ratings" or "show alignment gaps"
• "Are we improving on Vision/People/Data/Issues/Process/Traction?"
• Any discussion about overall organizational health, EOS component scores, or team alignment

Context

Finding the CEOS Repository

Search upward from the current directory for the `.ceos` marker file. This file marks the root of the CEOS repository.

If `.ceos` is not found, stop and tell the user: "Not in a CEOS repository. Clone your CEOS repo and run setup.sh first."

**Sync before use:** Once you find the CEOS root, run `git -C <ceos_root> pull --ff-only --quiet 2>/dev/null` to get the latest data from teammates. If it fails (conflict or offline), continue silently with local data.

Key Files

| File | Purpose | |------|---------| | `data/checkups/` | Checkup result files (one per session, dated) | | `templates/checkup.md` | Template for new checkup files | | `data/vision.md` | V/TO — Core Values, Core Focus, targets (read-only) | | `data/accountability.md` | Accountability Chart — team structure and seats (read-only) | | `data/rocks/` | Quarterly Rocks for Traction context (read-only) | | `data/scorecard/` | Weekly metrics for Data context (read-only) | | `data/people/` | People evaluations for People context (read-only) | | `data/issues/` | Open/resolved issues for Issues context (read-only) |

Checkup File Format

Each checkup is stored at `data/checkups/YYYY-MM-DD.md` with YAML frontmatter:

date: "2026-02-15"
participants:
  - name: "Brad Feld"
    ratings: [5, 4, 5, 4, 3, 4, 3, 4, 5, 4, 5, 4, 4, 5, 4, 3, 4, 5, 4, 3]
  - name: "Sarah Chen"
    ratings: [4, 5, 4, 5, 4, 3, 4, 5, 4, 5, 4, 5, 5, 4, 5, 4, 3, 4, 5, 4]
status: complete   # in_progress | complete
overall_score: 4.2
component_scores:
  vision: 4.3
  people: 4.1
  data: 4.0
  issues: 4.5
  process: 3.5
  traction: 4.3

**Ratings array:** 20 integers (1-5), indexed by question number (index 0 = Question 1, index 19 = Question 20). Use `null` for unanswered questions.

The 20 Standard Questions

The EOS Organizational Checkup uses these 20 canonical questions, grouped by the Six Key Components:

Vision (Questions 1-6)

| # | Question | |---|----------| | 1 | We have a clear vision in writing that has been properly communicated and is shared by everyone in the company. | | 2 | Our core values are clear, and we are hiring, reviewing, rewarding, and firing around them. | | 3 | Our Core Focus (core business) is clear, and we keep our people, systems and processes aligned and focused on it. | | 4 | Our 10-Year Target (big, long-range business goal) is clear, communicated regularly, and is shared by all. | | 5 | Our target market (definition of our ideal customer) is clear, and all of our marketing and sales efforts are focused on it. | | 6 | Our 3 Uniques (differentiators) are clear, and all of our marketing and sales efforts communicate them. |

People (Questions 7-10)

| # | Question | |---|----------| | 7 | We have a proven process for doing business with our customers. It has been named and visually illustrated, and all of our salespeople use it. | | 8 | All of the people in our organization are the "right people" (they fit our culture and share our core values). | | 9 | Our Accountability Chart (organizational chart that includes roles/responsibilities) is clear, complete, and constantly updated. | | 10 | Everyone is in the "right seat" (they "get it, want it, and have the capacity to do their jobs well"). |

Issues (Questions 11-12)

| # | Question | |---|----------| | 11 | Our leadership team is open and honest, and demonstrates a high level of trust. | | 12 | All teams clearly identify, discuss, and solve issues for the long-term greater good of the company. |

Traction (Questions 13-15)

| # | Question | |---|----------| | 13 | Everyone has Rocks (1 to 7 priorities per quarter) and is focused on them. | | 14 | Everyone is engaged in a regular Meeting Pulse (weekly, quarterly, annually). | | 15 | All meetings are on the same day and at the same time, have the same agenda, start on time, and end on time. |

Process (Question 16)

| # | Question | |---|----------| | 16 | Our Core Processes are documented, simplified, and followed by all to consistently produce the results we want. |

Data (Questions 17-20)

| # | Question | |---|----------| | 17 | We have systems for receiving regular feedback from customers and employees, so we always know their level of satisfaction. | | 18 | A Scorecard for tracking weekly metrics/measurables is in place. | | 19 | Everyone in the organization has at least one number they are accountable for keeping on track each week. | | 20 | We have a budget and are monitoring it regularly (e.g., monthly or quarterly). |

Rating Scale

| Rating | Meaning | |--------|---------| | 5 | Stro