monday.com lets leadership teams run the full EOS framework digitally: the Vision/Traction Organizer (V/TO), Rocks, Scorecard, Level 10 Meetings, IDS, and To-dos, all in a single connected platform. OrangeDot, a certified EOS Licensee and monday.com Platinum Partner, offers a free template suite and expert-hours packages to install and customize it for any leadership team. The templates are available at orangedotdigital.com/monday-eos and work with Pro and Enterprise accounts.
What We'll Cover
- EOS components covered: The free template suite includes five boards and views covering V/TO, Rocks, Scorecard, Level 10 Meeting Dashboard, and the IDS/Headlines/To-dos board. Every major EOS component has a dedicated space.
- Who this is for: Leadership teams at small to mid-size companies already running EOS, or teams ready to start, using monday.com Pro or Enterprise accounts.
- Package options and pricing: The Starter package is $2,500 (10 hours) and covers installation, configuration, one training session, and two weeks of support. The Standard package is $5,000 (20 hours) and adds custom automations, an Accountability Chart board, up to two additional L10 workspaces, and 30 days of support. The templates themselves are always free.
- Setup timeline: Free templates are typically ready within an hour to a few days after you submit the download form. The Starter package goes from purchase to live boards in approximately 3 to 5 business days after the kickoff call. The Standard package takes slightly longer due to additional configuration.
- Templates vs. expert hours: The templates are the pre-built monday.com boards and views. Expert hours mean OrangeDot installs them, fills in your company's actual EOS data, builds automations, and trains your leadership team on how to use them.
What Is EOS and Why Do Leadership Teams Run It in monday.com?
EOS, the Entrepreneurial Operating System, is a complete framework for running a business. It gives leadership teams a shared language and a repeatable set of tools: the Vision/Traction Organizer to align on where the company is going, Rocks to set and track 90-day priorities across the leadership team, a Scorecard to measure what matters on a weekly basis, the Level 10 Meeting to run a structured weekly leadership check-in, IDS (Identify, Discuss, Solve) to resolve issues systematically rather than letting them recycle, and To-dos to capture and close action items from every meeting.
For years, most EOS teams ran these components on paper, in Google Docs, or in spreadsheets. That approach works up to a point. As the leadership team grows, as the company scales across departments, and as the number of Rocks and Scorecard measurables increases, tracking everything manually becomes harder to maintain. Numbers go missing. IDS items from three meetings ago are still open. Nobody is sure which version of the V/TO is current.
A digital platform solves that. Tools like Ninety.io and Bloom Growth were built specifically for EOS and do a solid job keeping EOS components organized within a dedicated environment. monday.com takes a different approach. Instead of creating a separate system just for EOS, it brings EOS into the same platform the company already uses for project management, CRM, and daily operations. Rocks link to real project boards. Scorecard measurables can draw from live data across the workspace. Leadership runs EOS where the actual work lives, which means less context-switching and a tighter connection between strategic priorities and operational execution.
What Templates Are Included in OrangeDot's Free EOS Suite?
OrangeDot's free EOS template suite covers every major component of the framework across five core boards and views. Here is what each one includes.
V/TO Document
A structured view that holds the company's Core Values, 10-Year Target, 3-Year Picture, 1-Year Plan, and company-level Rocks all in one place. It gives the leadership team a single source of truth for where the company is going, visible to everyone and easy to update at each quarterly planning session. Instead of a static document stored in a shared drive, the V/TO lives inside monday.com where it stays connected to the boards where the work is happening.
Rocks Board
The 90-day priorities board. Each Rock has an assigned owner, a due date, a status field, and space for progress notes. The board gives the leadership team a single view of every Rock across the company, filterable by department, owner, or status. During the quarterly planning session, the team adds and assigns Rocks here. During the weekly Level 10, Rock owners update their status so the whole team can see where things stand at a glance.
Scorecard
The weekly measurables board. Each row is a measurable, assigned to an owner, with a defined weekly goal, the most recent entry, and a health indicator that signals when a number is off track. The Scorecard is designed to be reviewed in the first segment of every Level 10 Meeting. In more advanced setups, measurables can be configured to draw from live data elsewhere in the monday.com workspace, so owners are not manually entering numbers they already track somewhere else.
Level 10 Meeting Dashboard
A structured agenda view that brings together the Scorecard review, Rock review, Headlines, and IDS sections in the exact sequence the Level 10 runs. The dashboard keeps the meeting on track and makes it easy to log IDS items, mark Rocks as on or off track, and capture Headlines in real time without jumping between boards. Everything the leadership team needs for the weekly meeting is in one view.
To-dos, IDS, and Headlines Board
The board where issues move from identified to resolved. Headlines from the previous week are logged and reviewed here. IDS items are tracked from the moment they are raised through the meeting where they are solved and closed. To-dos from each meeting are captured with an assigned owner and a due date, so nothing falls through the gap between meetings.
All five templates require a monday.com Pro or Enterprise account. They are not compatible with Basic plans. Pro plans unlock the dashboard features, automations, and board-linking capabilities that make the Scorecard, Level 10 Dashboard, and IDS tracking work correctly.
What Do OrangeDot's EOS Implementation Packages Include?
The templates are always free. Any team can download them at orangedotdigital.com/monday-eos and install them without purchasing anything. For teams that want professional setup, custom configuration, and hands-on training, OrangeDot offers two packages.
Starter Package: $2,500 / 10 Hours
- Template installation across the team's monday.com account
- V/TO Document setup using the company's actual Core Values, 10-Year Target, 3-Year Picture, and 1-Year Plan
- Rocks Board, Scorecard, and Level 10 Dashboard configuration
- One 90-minute training session with the full leadership team
- Two weeks of email support after go-live
The Starter package is designed for leadership teams that are already running EOS and want to move it into monday.com cleanly and quickly. It covers everything needed to run a real Level 10 Meeting from monday.com within the first week.
Standard Package: $5,000 / 20 Hours
- Everything included in the Starter package
- Custom automations: status update notifications, weekly Scorecard entry reminders, pre-meeting prep summaries, and IDS age alerts
- Accountability Chart board setup
- Up to two additional Level 10 workspaces for department-level or divisional meetings
- 30 days of support after go-live
The Standard package is suited for companies that want the EOS boards to do more work automatically. Automations handle the reminders and status updates so the leadership team can focus on the meeting itself, not the administration around it.
Both packages begin with a kickoff call to understand the company's EOS stage, team structure, and existing monday.com setup. From there, OrangeDot configures the boards to match how the leadership team actually runs EOS, not a generic one-size-fits-all installation.
Download the free EOS template suite and get your leadership team running in monday.com. No purchase required to get started.
Download Free Templates →How Is monday.com Different from Ninety.io or Bloom Growth for EOS?
Ninety.io and Bloom Growth were purpose-built for EOS. They know the framework vocabulary, they structure everything around the EOS components, and they do a clean job of keeping EOS isolated and organized. For leadership teams that want a dedicated EOS tool and nothing else, both are solid options.
monday.com's advantage is connection. EOS does not live in a separate system. It lives in the same platform the company uses for everything else. That changes what becomes possible.
Rocks connect to real project boards. A leadership team Rock to finalize the product roadmap does not sit as a status field in isolation. It links directly to the project board where the roadmap work is actually happening. The Rock owner can see project progress without switching tools.
Scorecard measurables can draw from live data. Sales numbers from the monday CRM board, project completion rates from the project management workspace, support ticket volumes from the operations board. Instead of manually entering numbers each week, those fields can update automatically from data that already exists inside monday.com.
Leadership visibility is unified. Rather than switching between monday.com for daily work and a separate EOS tool for leadership operating rhythm, the team sees everything in one place. Rocks, operational boards, team updates, and pipeline data all exist within the same workspace.
The trade-off is configuration. monday.com does not come pre-wired for EOS, so setup requires more upfront work than a purpose-built EOS tool. That is exactly why OrangeDot built the template suite. The templates remove that barrier and give teams a structured, EOS-ready starting point. The expert-hours packages handle the configuration that would otherwise take the leadership team days to figure out on their own.
How Long Does It Take to Get Set Up on EOS in monday.com?
After submitting the download form at orangedotdigital.com/monday-eos, templates are typically ready within an hour to a few days. A team with monday.com experience can install the templates and work through basic configuration in a few hours. Teams that are new to monday.com or want the setup done right without trial and error typically find the expert-hours packages more efficient.
For the Starter package, the typical timeline is 3 to 5 business days from the kickoff call to live boards. That window covers template installation, V/TO input with the company's actual vision data, Rocks and Scorecard configuration, and the leadership team training session. The kickoff call is usually scheduled within one to two business days of purchase.
The Standard package takes a bit longer, typically 7 to 10 business days from kickoff. The additional time accounts for the custom automation build, Accountability Chart setup, and any additional Level 10 workspaces. The exact timeline depends on how much configuration is needed and how quickly the leadership team can provide input during the process.
Either way, the goal is the same: the leadership team runs its first full Level 10 Meeting from monday.com within the first couple of weeks. Everything else follows from that first meeting.
Frequently Asked Questions
Do I need to be an EOS Implementor to use these templates?
No. The templates are designed for leadership teams already running EOS or actively learning the framework. OrangeDot is a certified EOS Licensee with deep expertise in the EOS tools, which means the team can install and train your leadership team on the digital infrastructure. OrangeDot does not coach EOS, but that is a separate function from setting up the boards. You do not need a professional EOS coach to use the templates or buy a package.
Do the templates work on Basic plans?
No. The EOS templates require a monday.com Pro or Enterprise account. Pro plans unlock the automations, dashboard features, and board-linking capabilities that make the Scorecard, Level 10 Dashboard, and IDS tracking function correctly. If your team is currently on a Basic plan and considering an upgrade, OrangeDot can advise on the right plan for your team size and EOS configuration needs.
What is Kelly's role at OrangeDot?
Kelly Hudson is the founder of OrangeDot and leads the EOS practice. Kelly works directly on every implementation package, from the initial kickoff call through the final training session with the leadership team. If you have questions about whether a package is the right fit for your team, you can reach Kelly directly at hhudson@orangedotdigital.com.
Can I download the templates without buying a package?
Yes. The templates are free and no package purchase is required. Download them at orangedotdigital.com/monday-eos by completing the short form on that page. The packages exist for teams that want professional installation, custom configuration, and hands-on training. The templates themselves will always be free.
Can I run multiple Level 10 workspaces?
Yes. The Starter package includes one Level 10 workspace configured for the main leadership team. The Standard package includes up to two additional L10 workspaces, which is useful for companies running department-level or divisional Level 10 Meetings alongside the leadership team's weekly meeting. Additional workspaces beyond what the Standard package covers can be added as an hourly add-on.
What happens if my team has never used EOS before?
The templates and packages are designed for teams already running EOS or actively learning it alongside a certified EOS Implementor. If your leadership team is brand new to EOS and has not yet worked with an Implementor, OrangeDot recommends learning the framework first before setting up the digital infrastructure. The tools work best when the team already understands the EOS rhythm. OrangeDot can refer you to a certified EOS Implementor if you are at that stage.
How do automations work in the EOS boards?
The Standard package includes custom automations built inside monday.com. Common configurations include: a weekly notification sent to Scorecard owners reminding them to enter their numbers before the Level 10 Meeting, an automatic status update when a Rock is marked complete, a meeting prep summary sent to the full leadership team 24 hours before the weekly Level 10, and an alert when an IDS item has been open beyond a defined number of days without resolution. All automations are tailored to match how the leadership team actually runs EOS.
Can I use monday.com for EOS if my team is remote?
Yes. monday.com is well suited for remote leadership teams running EOS. The Level 10 Dashboard gives the team a shared view to run the meeting from, whether everyone is in the same room or distributed across time zones. Scorecard entries are visible to the whole team as they are updated throughout the week. IDS items are logged in real time during the meeting and tracked between sessions. Remote teams often find the digital boards easier to maintain consistently than shared documents or in-person whiteboards.
Does OrangeDot train the whole leadership team?
Yes. Both the Starter and Standard packages include a training session with the full leadership team, not just a single administrator. The Starter package includes one 90-minute session. The Standard package adds ongoing support during the 30-day post-go-live period, which typically covers follow-up questions and any refinements the team wants to make after running their first few Level 10 Meetings using the boards. Additional training sessions can be added as hourly work for teams that need more time.
What if I need more hours after my package is complete?
Additional hours are available at OrangeDot's standard hourly rate. Common uses include adding automations, building out department-level boards, connecting EOS boards to other areas of the monday.com workspace, or training additional team members who join after the initial setup. The support period included with each package covers questions and minor adjustments. Larger additions are scoped and priced separately before work begins.