The Accountability Chart™
Gain a better understanding of how to organize the different roles and responsibilities in your business in an Accountability Chart.
Table of Contents
Get Started with the Accountability Chart®️
The The Accountability Chart®️ begins with five pre-filled Seats:
- Visionary
- Integrator™
- Sales/Marketing
- Operations
- Finance
Each Seat is entirely customizable to fit your needs. The Accountability Chart®️ tool will grow with you as you add more departments, teams, and employees.
To learn more, read our blog, "EOS® Accountability Chart®️: Your Key to the Right People in the Right Seats," by Professional EOS® Implementer® Kris Snyder.
Searching for a Seat or Team Member
- Click the search bar.
- Write the name of a Seat or team member and click it.
Printing the Accountability Chart®️
- Click Accountability Chart.
- Click the ellipses on the top right.
- Click Print PDF.
- Choose your Print Type.
- Multi-Page
- Single-Page
- Choose your Seat Type.
- Detailed — shows Roles & Responsibilities
- Condensed —does not show Roles & Responsibilities
- Click Print.
The generated PDF is high-resolution, so zoom in as needed. You can even have it professionally printed.
Creating Multiple Charts
This feature allows Owner, Admin, and Manager-level users to create additional draft Accountability Charts beyond your primary chart.
Creating a New Chart
- Click Accountability Chart.
- Click the Drafts tab.
- Click Create New near the top right of the screen.
- Create a title.
- (Optional) Describe how this chart differs from the Primary Chart.
- (Optional) Share the draft with other users.
- Click Create on the bottom left of the Create New Chart pop-up.
Making a Copy of Your Primary Accountability Chart®️
- Click Accountability Chart.
- Click the ellipses on the far right side of the screen.
- Click Duplicate as draft.
Editing Your Chart Drafts
- Click Accountability Chart.
- Click the Drafts tab.
- Click the chart you wish to edit.
- Edit as normal.