Anatomy of a Level 10 Meeting (A.K.A How to get Sh*t done in your Company)

Sep 20, 2023

Level 10 Meeting

The Level 10 Meeting

The Level 10 Meeting is a critical component of the Entrepreneurial Operating System (EOS) Principles., designed to maximize productivity and address critical issues efficiently. The name “Level 10” refers to the aim of making every meeting a 10 out of 10 in terms of efficiency and productivity. The structured format ensures that the most pressing issues are always addressed, and nothing critical falls through the cracks.

I cannot stress the importance of this part of the EOS system.

Small Business Framework Blueprint

Find your personal goals.

Set your business goals.

Implement a strategy.

Measure the strategy using the Level 10 meeting.

It’s easy, it just takes discipline.


The Level 10 Meeting Agenda

Here’s a quick breakdown of the structure of a Level 10 Meeting:

  1. Check-In (5 minutes): A brief time for team members to share good news, both personal and professional, to start the meeting on a positive note.
  2. Scorecard Review (5 minutes): Quickly review your weekly scorecard. If any numbers are off track, drop the issue down to the Issues List.
  3. Rock Review (5 minutes): Go over your quarterly priorities (or “Rocks”). If any Rock is off track, drop the issue to the Issues List.
  4. Customer/Employee Headlines (5 minutes): Share any news about customers or employees, both good and bad.
  5. To-Do List (5 minutes): Review the To-Do list from the last meeting. Each item should be marked as Done or Not Done. Items that aren’t completed get dropped to the Issues List.
  6. Issues List (60 minutes): This is the bulk of the meeting. Tackle the top priority issues, discuss to get clarity, and then solve them.
  7. Conclude (5 minutes): Recap the To-Do list items for the next week, state the cascading messages that need to be communicated to the rest of the organization, and rate the meeting from 1 to 10 (10 being the highest)


Resolution of Issues

What is the thing that stands out here?

The issues list.

An entire hour is devoted to solving problems. Without this part of the process, goals and pain points fester within your organization. Unresolved issues are covered up by excuses which eventually leads to ambivalence.

No one wants to deal with it.

No one wants to call anyone out.

No one wants to be accountable.

The result is your company sputters along at 10mph on the freeway as your competitors pass you by.

This works for any size company, even solo entrepreneurs. You just have to be disciplined and accountable. Don’t want to? That’s fine, but that’s why you hire someone else to. A-players keep the ball rolling and hold everyone accountable for their goals and metrics. That’s certainly what I do as a Fractional CFO. I’m not there to repeat dollar values, I’m there to show what’s happening, what needs to happen, and hold your team accountable to long term goals.

It’s hard, but that’s the job. Let me take it off your plate.

You can set the Level 10 up yourself by reading “Traction” or “What the Heck is EOS?” and using any number of software programs, or you can DM me on LinkedIn your email address for a free Excel template of this meeting that walks you through each step.