How to Onboard New Users on Our Account

The EOS Powered by Ninety Onboarding Guide is a structured, 10-week program in the Knowledge Portal designed for new employees joining a company that already runs on the Entrepreneurial Operating System® (EOS®). 

The guide teaches new team members the fundamentals of EOS, walks them through Ninety's tools, and helps them understand how the platform supports their organization's goals. Each day's lesson can be completed in fewer than five minutes. 

All users can access the guide in Learn Mode. Owners, Admins, and Managers can assign the guide to new team members by creating To-Dos from the Knowledge Portal.

Why use the onboarding guide

News users can use this guide to begin actively participating in and contributing to their team's Level 10 Meeting.

What the guide covers

The EOS Powered by Ninety Onboarding Guide is organized into 10 weekly topics. Each week includes daily tasks, recommended reading from What the Heck Is EOS? by Gino Wickman and Tom Bouwer, and discussion questions for conversations with managers and teams.

• Week 1: An introduction to EOS powered by Ninety. Identify the Six Key Components® of the EOS Model, locate the tools in Ninety that support each component, and learn about your user role and permissions.
• Week 2: Understanding your organization's vision. Explore the Vision/Traction Organizer® (V/TO®) in Ninety, review your company's Core Values, and examine the 1-Year Plan.
• Week 3: Where you sit in the organization. Learn how The Accountability Chart® defines your seat, understand Right Person, Right Seat, and discover how GWC® (Get it, Want it, Capacity) is used to evaluate fit.
• Week 4: The basics of traction with quarterly Rocks®. Understand what Rocks (your 90-day priorities) are, review your team's current and archived Rocks in Ninety, and explore the Planning Board for future priorities.
• Week 5: The power of the EOS meeting rhythm. Learn the structure of the Level 10 Meeting® (L10™), explore your team's Ninety meeting schedule and agenda, and practice preparing for meetings.
• Week 6: Making data your superpower. Understand the purpose of the EOS Scorecard®, navigate Ninety's Scorecard tool, and learn how your seat connects to your Measurables.
• Week 7: Checking in on your onboarding journey. Dive deeper into the People Component® with The People Analyzer®, explore Quarterly Conversations, and learn how Ninety's 1-on-1 tool supports the review process.
• Week 8: Taking ownership of your role in making EOS work. Complete the EOS Organizational Checkup®, review your responsibilities across all Six Key Components, and prepare essential questions for your manager.
• Week 9: Solving problems that stay solved. Learn the Issues Component®, master the IDS® (Identify, Discuss, Solve) methodology, and understand how Issues and To-Dos work together in Ninety.
• Week 10: Your way forward. Explore the Process Component®, learn how to use the Knowledge Portal for processes and documentation, review all Six Key Components as an integrated system, and discover resources for continued learning.

By the end of the guide, new team members will have proficiency in operating Ninety's platform, a foundational understanding of EOS, and clarity on how Ninety powers their organization's EOS journey.

For leaders: how to assign the guide

Leaders can assign the EOS Powered by Ninety Onboarding Guide to new team members directly from the Knowledge Portal. Assigning the guide creates To-Dos that give new hires a structured path through the material with clear deadlines and progress tracking.

To assign the guide to a new team member:

1. Click Knowledge from the left navigation to open the Knowledge Portal.
2. Navigate to the EOS Powered by Ninety Onboarding Guide. You can find the guide under the Ninety Learning Hub collection in the 90 Resources category, or use the search bar to locate it.
3. Click the ellipsis to the right of the Week 1 subtopic and select Create To-Do.
4. Assign the To-Do to the new user, select the relevant team, and set the due date to the Friday of their first week.
5. Repeat steps 3-4 for each remaining week (Week 2 through Week 10), setting each due date to the Friday of the corresponding week.

The assigned To-Dos will appear in the new hire's To-Do list and on their My 90 page.

For detailed instructions on creating To-Dos from the Knowledge Portal, including how to make To-Dos personal or assign them to multiple users, see assigning items from the Knowledge Portal.

We recommend assigning the guide to every new user joining your organization. The guide pairs especially well with regular check-ins between the new hire and their manager to discuss each week's content and reflection questions.

For new hires: how to work through the guide

Whether your leader assigned this guide to you or you're working through it on your own, the Knowledge Portal makes it easy to track your progress and move through the material at a steady pace.

To access the guide:

1. Click Knowledge from the left navigation to open the Knowledge Portal.
2. Open the Ninety Learning Hub collection under the 90 Resources category.
3. Click the EOS Powered by Ninety Onboarding Guide topic to begin.
    

To track your progress:

Mark each subtopic and task complete as you go by clicking the circle checkbox to the left of its name. The border of the topic's icon fills in as you make progress, giving you a visual indicator of how far along you are. Your progress is automatically saved, so you can pause and resume at any time.
 

Recommended pace:

The guide is designed for one week per topic and roughly one task per day. Each week's topic page includes a "This Week's Tasks" list to help you plan your time. That said, you can move faster or slower depending on your schedule and your manager's guidance.
 

Companion reading:

The guide references What the Heck Is EOS? by Gino Wickman and Tom Bouwer throughout. Chapter-by-chapter reviews and discussion questions are built into the weekly tasks, starting in Week 1. Talk with your team leader about obtaining a copy to read alongside the guide.
 

Discussion questions:

Each week includes two sets of discussion questions: questions for personal reflection and questions to discuss with your manager or team. These questions are designed to help you connect the EOS concepts you're learning to your specific role, responsibilities, and day-to-day work. We encourage you to raise these questions during your regular one-on-one meetings or during your onboarding conversations.
 

Recommended reading

The EOS Powered by Ninety Onboarding Guide references several EOS books to help you deepen your understanding of the system your organization runs on.

• What the Heck Is EOS? by Gino Wickman and Tom Bouwer. The primary companion text for this guide. Written specifically for employees (not leadership teams) at companies running on EOS. The guide includes chapter-by-chapter reviews and discussion questions for this book.
• Traction: Get a Grip on Your Business® by Gino Wickman. The foundational EOS book for leadership teams. The guide references Chapter 6 (The Issues Component) in Week 9 for its detailed coverage of IDS.
   

Both books are widely available through bookstores, libraries, and online retailers. Your organization may already have copies available. Check with your manager or team leader.