Monthly Archives: January 2020


Less IS More: Why Fewer Goals Lead to More Success


by on Jan 16, 2020 3:00 PM

Fewer Goals Lead to More Successes

What are your goals for 2020? You may have a long list but setting fewer goals can actually lead to more success.

When I joined Trilogy Partners years ago, the company had just started practicing the Entrepreneurial Operating System® (EOS®) and I had no idea what it was. I had to educate myself and delved into Gino Wickman’s book Traction. I became immediately enamored by the simple, clean, and structured operating system. The thought of being accountable for quarterly goals or rocks which is a major part of EOS® was enticing to me as I thrive on actionable items.

My inclination was to go full throttle and assign myself as many quarterly rocks as I could handle which I figured was 5-7, no problem.

Fast forward 90 Days. Gulp.

There is a reason why the great Jim Collins stated, “If you have more than three priorities, you don’t have any.”

Why Fewer Goals is SMART

I learned the hard way that overreaching with too many goals, even ones individually considered SMART (Specific, Measurable, Achievable, Relevant & Time-Bound) can wreak havoc on one’s daily set of responsibilities. Quality and quantity of output can be jeopardized when one is overloaded. Tasks once considered “high priority” get put on the backburner. Inevitably, either the goals or the regular workload becomes compromised and traction, the whole point to having targets, is lost.

At Trilogy, we now take Jim Collins’ message to heart and assign no more than 3 rocks per quarter per person. To help prioritize and decipher which SMART goals to choose, we ask ourselves the following questions:

1. Is this goal in alignment with our mission, vision and values?
2. Is this goal tied into a company-wide target for the year?
3. Will attaining this goal allow for initiation of future goals?
4. Assessing the 3 goals and regular workload collectively, how much time and effort are needed for completion while ensuring overall quality?

If your company is in growth mode, it can be tempting to try to tackle several initiatives at once. But remember the benefits of having fewer goals and recognize that there is a cost for putting too much on your plate (and cleaning up the mess isn’t pretty).

Are you interested in setting fewer goals, but those that are Specific, Measurable, Achievable, Relevant & Time-Bound? Learn More about our EOS Implementation services.


About Andrea Grubb

Andrea Grubb is the Chief Integrator Officer at Trilogy Partners. Trilogy Partners is an advisory & implementation firm whose mission is to help companies grow and transform.  We accomplish this by focusing on 3 critical business areas: Financial, Strategy & People

Thinking About Transitioning Away from Your Business?


by on Jan 9, 2020 1:30 PM

Transitioning Away from Your Business

Are you thinking about transitioning away from your business? There’s a startling statistic out there for us baby boomers. According to the U.S. Census Bureau’s 2017 National Population Projections, all baby boomers will be older than 65 by 2030 which means that we need to be preparing for retirement…NOW.

At Trilogy Partners, we’ve seen the trend of business owners who are seriously contemplating the transition out of their business whether by selling, merging or shifting from the top role. I commend those owners who have the courage and foresight to recognize that their business will or should outlast them. It’s a hard pill to swallow.

When owners come to us looking for support and guidance, they often think we will start with the typical process:

1. Reviewing both company and personal financials
2. Securing a good lawyer
3. Hiring a trusted accountant
4. Analyzing the company organizational chart and business plan

While we do help with the above, it’s not the initial step we take. Rather, we ask the question, “What will you do after leaving the business?”

I believe the most important part of transitioning away from your business comes down to Purpose. Without having a purpose outside of the company, an owner will feel lost. We’ve encountered situations in which owners decided to keep things status quo since they did not have any future aspirations.

To get you started in discovering your Purpose, ask yourself the following questions:

1. What is my vision for the future?
2. How do I want to spend my time and with whom?
3. What am I interested in achieving?
4. If I had an extra 10 years to live, how would I want to spend my time?

Trilogy has a history of posing important questions like these and helping guide our clients to the answers. And it’s never too early to begin thinking about transition so Trilogy Partners & Withum Accounting are co-hosting a FREE seminar on January 28, 2020 with helpful hints. If you find yourself contemplating a transition, please register HERE or contact us for more infoamation.


About Hal Levenson

Hal Levenson is the Founder and Chief Visionary Officer at Trilogy Partners. Trilogy Partners is an advisory & implementation firm whose mission is to help companies grow and transform.  We accomplish this by focusing on 3 critical business areas: Financial, Strategy & People.

Staying Focused for Success in Business


by on Jan 2, 2020 10:32 AM

Staying Focused for Success in Business

I’m often asked about the secret to success in business. I’m tempted to run off a list of points like understanding your financials, finding a mentor, taking calculated risks, filling a need in the marketplace, etc. While those elements have undoubtedly helped in my 30 years of entrepreneurship, the secret to me is a simple concept – Staying Focused.

Staying focused is a simple concept, but adhering to it is another story.

As a Visionary and Entrepreneur, I naturally generate new ideas each day. These ideas are not burdensome to me, in fact, I thrive on them. I truly believe that each one has merit and would love to see my concepts come to light. More idea generation means more forward movement and growth. Makes sense, right?

This is where it gets tricky…it took me a while, but I ultimately came to recognize that movement does not necessarily equate to forward, positive momentum. If my team acted on all my ideas, chaos would ensue, and we’d be constantly running in circles. Instead, advancing a business forward requires a “heads down focus” approach.

Here are some of the tell-tale signs that you’re NOT staying focused:

1. Believing your business can be everything to everyone.
2. Initiatives falling by the wayside within months of completion.
3. Constantly searching for the next big “hit” for your business.
4. Noticing that your employees shrink each time you offer up an idea. (I’m only partially joking.)

Does that sound like you?

At Trilogy Partners, we know that falling off course can be quite easy to do. That’s why my team & I ask the same question in a group meeting every Monday morning: “What did I do last week to help the company achieve its annual goals?” Everyone, including me, is held accountable and expected to list their actions. It’s an effective tool that keeps us honest and more importantly reminds us to keep focused.

If you’re looking to grow your business and need some assistance staying on point, Trilogy Partners can help. Learn more by taking our FREE Readiness Check.


About Hal Levenson

Hal Levenson is the Founder and Chief Visionary Officer at Trilogy Partners. Trilogy Partners is an advisory & implementation firm whose mission is to help companies grow and transform.  We accomplish this by focusing on 3 critical business areas: Financial, Strategy & People.