EOS Compatible Level 10 Meeting™ Template
What is a Level Ten Weekly Meeting?
Complish has had requests for an EOS compatible level 10 meeting template which we will explain the meaning of here - These meetings are highly structured 90-minute meetings between a company’s leadership team and is designed to solve issues and ensure that the company is on track in achieving its goals. Gino Wickman created the framework, which focuses on six components: vision, people, data, issues, process, and traction.
According to Grow Exceptional, a team of experienced EOS® Implementers, these types of weekly meetings are best suited for companies with:
- More than 10 employees but less than 250
- Companies with a leadership team of 3-7
- Annual revenue between $2M - $50M
In some cases, you might need a Professional EOS Implementer, and that can be expensive. That's why it's usually recommended for bigger teams with higher revenue.
What's Inside This Level Ten Weekly Meeting Template
If you don't want to learn more about the entire system of the EOS framework, how do you do a Level 10 Weekly Meeting? We've got you covered with this free template. It's pretty easy to follow, as it's a meeting structure any professional is familiar with. The main difference is that it has very specific sections with a strict time limit.
Check-in (5 min)
Regardless of any meeting, start it with a win. Prioritize big company wins, but in slow weeks, they may include personal milestones of teammates, such as getting married, welcoming a new baby, or any other exciting news.
Scorecard Review (5 min)
Report on the status of your top 3 to 5 metrics. Are they on track, or are there any issues? Focus on saying whether they are on track or not and mention the numbers. For example, if one of the most important metrics is to increase the number of sign-ups, what was the total number from last week? No need for long explanations or insights.
Rock Review (5 min)
Rocks are the biggest and most valuable projects. Here, you also need to say if a project is on track or off track.
Customer/Employee Headlines (5 min)
Share critical feedback from a client or an employee. A good structure is to state the feedback in one sentence and identify whether it is good or bad. No need to explain further.
Action Item Reviews (5 min)
This is the time to review the current task list. Which tasks are done? Which tasks keep getting postponed? Discuss briefly, identify the issues, and get ready for the next section.
Issues: Identify/Discuss/Resolve (60 minutes)
After going all of the updates, results, and feedback, you'll most likely have identified a few issues. Now is the time to discuss and resolve them. Before deciding on the solutions, make sure to prioritize the top 3 issues. This is also the time to determine whether something might need to be dropped temporarily. Eliminate some tasks if necessary to give room to the new priorities.
Conclusion (5 min)
End the meeting with a review of the updated to-do list and priorities for the week.
Creating a template compatible with the Level 10 Weekly Meeting might sound complicated and intimidating at first. But once you understand the structure and principles, it becomes easier to facilitate, especially if you already have a ready-made template like this one.
If this is not the right fit for your team, a good alternative is weekly team meetings. You can check out our Weekly Team Meeting template and other templates to help you better meetings. 👇
More templates
