EOS-inspired Level 10 Meeting Templates

FYI: 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.

As you know from reading the book, Traction, the EOS folks employ weekly meetings, which they call “The EOS Level 10 Meeting” (a.k.a. “L10”). These weekly check-in meetings, they say, are the crucial to pushing businesses forward. I’ve had mixed experiences with the L10 meetings, myself, which has led me to create some unofficial homemade meeting agendas over the years for our L10-inspired weekly meetings. Below are some of the templates I’ve created and used in the wild:

Why Meet Once Per Week?

The magic behind a weekly, accountability meeting is:

  1. It forces leadership to define strategy on a weekly basis and hold their organization accountable to that strategy.
  2. People are humans, and most of the important stuff gets done in the hour before this accountability meeting happens.  Here’s what “productivity” typically looks like:

Here’s the default EOS Level 10-inspired Meeting template:

EOS L10-inspired Template I Use For Most Stuff

One Problem: The Default EOS Level 10 Template seems to work great for established companies with a track record of consistent success. But most of us aren’t there yet. In my experience, an alternate weekly meeting agenda is helpful. So here’s the L10 template I use for most small businesses:

EOS L10-inspired Template For Freelancers

By nature of their solo status, freelancers need to approach things a bit differently. As such, I’ve used this Freelancer L10-inspired Meeting Template:

L10-inspired Template I Use for Startups

Until a business has stable, recurring revenue, it can’t plan out more than a week or so. 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.

Here’s an example EOS L10-inspired agenda I use right now with a startup that is experiencing hockey stick growth:

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!

1-on-1 Weekly Pulse Meetings Are Different

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.

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).

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!”.

  • 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”

Toby Cryns

(who loves peanut butter)