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Introduction to my EOS Level 10 Meeting Templates

As you know from reading the book, Traction, the EOS methodology calls for weekly “Level 10” meetings (a.k.a. “L10”). These weekly check-in meetings are crucial to pushing your business forward, because they are the primary mechanism by which you hold your entire team accountable to their goals.

While the concept of regularly holding your team accountable is spot on, I’ve personally experienced times when the rigid EOS methodology has been less than optimal, particularly for startups, freelancers, and small businesses.

These experiences with a less-than-optimal L10 agenda in my business coaching practice led me to create my own EOS-inspired meeting agendas. Below are some of the most-helpful templates I’ve created and used in actual businesses. (Or you can skip all this and just buy the templates.)

Why Meet Once Per Week?

Before we begin, it’s probably worth mentioning why a weekly Level 10-type of meeting is important. At a high level, the magic behind a weekly, accountability meeting is:

  1. These weekly accountability meetings force leadership to redefine and optimize their strategy every week and hold their organization accountable to that strategy.
  2. Within organizations, most of the important stuff gets done in the hour or two before these accountability meetings.  Here’s what “productivity” typically looks like:

Let’s get into the different L10 meeting agenda templates I’ve created and when you might want to use each one.

My By the Book / Default EOS Level 10 Meeting template

You’ve gotta start somewhere, and if you are just getting started with EOS, this is the template for you. It is based on the L10 agenda defined in Traction and includes the following items:

  • Segue
  • Scorecard Review
  • Rock Review
  • To-do List
  • Issues List
  • Conclude

My EOS L10-inspired Template That I Use For Most Businesses and Non-Profits

After using the ordained EOS L10 template for many months, I discovered something important. While my By the Book / Default EOS Level 10 Template worked great for established companies with a track record of consistent success and growth, most of my clients weren’t there yet.

So, I created this alternate L10 meeting agenda for companies who are serious about growth but aren’t a great fit for the By the Book / Default template. It includes:

  • Segue
  • Scorecard Review
  • Rock Review
  • Customer / Employee Headlines
  • To-Do List
  • 7 Days Ahead Calendar Review
  • Issues List
  • Conclude
  • Recap To-do List
  • Rating

Here’s a quick preview:

EOS L10-inspired Template For Freelancers

By nature of their solo status, freelancers need to approach things a bit differently. Freelancers have found great success using my Freelancer L10-inspired Meeting Agenda. It includes:

  • Segue
  • Scorecard Review
  • Rock Review
  • Customer / Employee Headlines
  • To-Do List
  • 7 Days Ahead Calendar Review
  • Issues List
  • Conclude
  • Recap To-do List
  • Rating

L10-inspired Template I Use for Startups

Until a business has stable, recurring revenue, it is very difficult to plan out more than a week or so. All-hands-on-deck emergencies pop up daily, it seems.

So, while I’ve been able to utilize certain aspects of the EOS program outlined in Traction to great effect with startups, we’ve had to continually tweak the agenda to serve the business in the moment.

For these hockey-stick-growth-oriented startups, I created my EOS L10-inspired agenda for Startups.

In this Startup-oriented meeting agenda, you’ll notice that we’ve done away with the Rocks, Customer Headlines, & Scorecard Review completely and replaced them with “Wins” and “Important Everytime Questions”. Rocks and Scorecards are for established businesses with consistent stuff happening (the opposite of a startup).

We use the “Important Everytime Questions” to frame up the Issues list (i.e. If it doesn’t address one of those important questions, then it’s probably not an issue worth considering right now…)

Barebones L10-inspired Meeting Agenda Template

Sometimes you want to get straight to the point with as little fluff as possible. We use this barebones Level 10 Meeting Template for these times when you just need to move! I also use this template to shake things up every now and then – injecting it in place of the normal agenda.

This Barebones agenda is a great “reset”, as it asks some of the basic L10 questions in a different (and pleasant) way. It includes:

  • Meeting Goals
  • Timekeeper
  • Wins Since Last Time
  • Conversations
  • Important Notes to Share with the Team
    • Who needs to be notified?
    • Who will do the notifying?

1-on-1 Weekly Pulse Meetings Are Different and Need a Different L10 Agenda

I’ve discovered through trial and error at different companies (including my own) that 1-on-1 weekly pulse meetings are a different animal from their bigger, team counterpart.

Here’s how I approach 1-on-1 weekly pulse meetings.

The goal of the 1-on-1 weekly pulse is to:

  1. Figure out if our direct report is on-track or off-track.
  2. Empower our direct report to crush the important stuff.
  3. Empower our direct report to push off or discard to-dos that are not a high priority. For example, a while back we discovered that our monthly Validated WordPress Backup & Update email report was not being read by recipients. So we decided to scrap it in favor of a simpler, more actionable email.
  4. Listen & generate ideas for process improvement to make our direct report’s job easier. For example, I noticed recently that our big projects could use a little more high-level project management & client communication. Rather than put that on my direct report, I took on that responsibility myself.

Here are a couple of basic questions that absolutely need to be answered at every single weekly pulse meeting:

  1. What 1 thing will you do this week that will provide the most value to our company and our customers?
  2. What 1 thing will you do today that will free up a ton of headspace?

As a leader, listening to the answers to these questions will give you enormous insight into what your direct report feels are the top priorities of the business. Armed with that info, you can offer reassurance, support, and guidance as needed.

What Next?

For those of us who aren’t in the official EOS pipeline using L10 templates, we have lots of options for pulse templates. One thing I’ve learned is that there’s no 1 size fits all approach to meeting templates. Every business is a collection of humans struggling in different ways. So, if you are wondering where to start, go ahead and choose whichever template above makes sense to you, and then adjust to your needs.

I’ve gone through multiple iterations of these templates within my own and clients’ organizations, depending on what the business needs right now. For example, with one customer we are in the process of a complete revamp of our weekly team meeting agenda to focus on building interconnectedness & camaraderie. I’ll let you know here once we’re running with that updated agenda.

Additionally, I once worked with a company who, for political reasons, saw every single employee scoring the meetings with 10 (or more!). In this case, I replaced the meeting scoring with a fun ice-breaker question to loosen things up (which the team seemed to need and enjoy).

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These are meeting templates that I have created myself and are based on my experiences using EOS and Traction principles in my business. I am in no way affiliated with EOS, and these templates are not endorsed by, approved by, nor affiliated with EOS Worldwide.
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Additional EOS-inspired & Meeting Agenda Resources

There are lots of business frameworks out there, and, frankly, some resemble pyramid schemes. You’ll have to sift through the cruft to find your best fit system). If you are stuck, here are some things to try:

Or if you’d like to chat about how I can help you achieve more, call, email, or stop by and say, “Hello!”.

Disclaimer: This webpage is not associated with EOS or EOS Worldwide. All the info in this article is based on the author’s experiences and does not speak to others’ experiences nor to the official EOS position. Also, the people and businesses mentioned on this page are not official EOS implementers and have no affiliation with EOS.

  • Article updated on June 10, 2019 to include section on 1-on-1’s.
  • Updated on Jan. 20, 2020 to include “Barebones L10 Meeting Agenda Template”
  • Added Download form on April 24, 2024

Toby Cryns

Toby Cryns is a freelance CTO and WordPress Guru. He also writes for