Level 10 Meeting Agenda Explained by an EOS Implementer: IDS & Concluding - Whittle and Partners (2023)

(This is part 4 of a 4 part article on the EOS Level 10 Meeting Agenda.Click here to go back to part 3)

A lot of people think that once they have downloaded the Level 10 Meeting Agenda™that they’re good to go. The agenda certainly helps, but if you want to use the Entrepreneurial Operating System® to its full effect, you need to learn to use the Level 10 Meeting Agenda correctly.

The EOS Toolbox™ metaphor is an apt one. Sure, if you have a toolbox you could, theoretically, fix a car. But, if you don’t know how to use those tools, you’re mostly going to just frustrate yourself. And maybe lose a finger or two.

That’s why I’ve put together a quick 4-part guide on how to use the EOS Level 10 Meeting Agenda to full effect. I’m not going to lie to you. These articles alone aren’t going to be some magic pill that make the L10 Meetings go perfectly. But, take 5 minutes out of your day to read this, and you’ll be on the path to success. In part 3 of this guide we’ll be starting with IDS and finishing up the guide with the Conclude section of the Level 10 Meeting Agenda.

Level 10 Meeting Agenda Explained by an EOS Implementer: IDS & Concluding - Whittle and Partners (1)

IDS

Time: 60 minutes
Description: The team calls out the 3 most important Issues on the board and begins solving them in priority order, ending each discussion by assigning a to-do
Objective:Identify the Issues in your business and solve them efficiently

I don’t think there is a single topic that I have written about more extensively than the Issues List and the IDS Process. I could go on for thousands of words, I’m sure. However, this guide is supposed to give you the broad strokes for getting a solid handle on the Level 10 Meeting Agenda, not deep dive on any one thing.

Below I’ll talk about the basics of IDS, but if you really want to get the most out of this process, you should check out the podcast episodes and articles I’ve done about IDS specifically.

  1. Articles
    1. How To Build A Great EOS Issues List
    2. Put An End To Useless Meetings: Stop Politicking. Start Solving
    3. Want Better Leadership Team Meetings? Learn to Solve Your Issues
    4. Transparency In The Workplace: Honesty As A Strategy
  2. Podcasts
    1. The Business Pit Stop 19: 3 Questions To Solve Business Issues
    2. The Business Pit Stop Episode 26 – The EOS Issues List

(Video) Rotary Club | What is EOS? with Jeff Whittle

As I said, no shortage of detailed information on this blog about the IDS process. But, you’re here for the short and dirty version, so here it is.

Step 1: Capture Issues

Issues come from all sorts of places. At its core an Issue is a problem, an opportunity, a bit of news, a barrier, or anything else that is important enough to warrant discussing with an entire leadership team. The “important” is critical. The leadership team may very well be every C-level exec in your company. If it isn’t important enough for their attention, it can be kicked down to a departmental meeting.

The most critical thing here isn’t identifying Issues, it’s capturing them. Every leader can see the Issues, but they don’t get fixed if you don’t keep track of them.

Capture your Issues wherever you can: online shared doc, a whiteboard, a notepad if you have to.

Just capture them and make sure they are available when it comes time to solve.

Step 2: Prioritize 3 Issues

This should be the fastest step in the process. But, it takes time to get used to it, and most teams spend more time on this at first.

That’s O.K. Progress not perfection.

The goal here is to, as quickly as possible, call out the 3 Issues your team is going to solve. You want to call out the most important Issues, not the ones that are easiest to solve. Why? Because if you only solve one Issue today, it should be the most important one.

As these are called out you put a number 1, 2, and 3 next to them. This means you’re going to solve them in that order, the order they were called out.

(Video) EOS Whirlwind Tour: How to Get More of What You Want Out of Your Business

Step 3: Identify the Issue

Starting with the number 1 Issue (the first one called out), you ask who in the room owns it.

Someone put that Issue on the board because they thought it was important. That person should be allowed to express exactly what that Issue means, so everyone can start on the same page. The person who owns the Issue gives the team a one sentence description of the Issue.

The reason this step is so important is because often teams will see several different Issues within the one on the board. A good example is the parking lot example:

  • The team identifies “parking lot” as a priority Issue to solve
  • Sarah says, “I called that one out. The parking lot needs more handicapped spaces now that we have expanded our operation.”
  • Bob says, “Also, it needs to be repainted.”
  • Frank says, “And, we still have potholes from last winter. The whole thing is kinda a wreck.”

What’s going on here is chaos. Everyone is chiming in with new Issues instead of focusing on the one at hand. Sarah identified “parking lot” as an Issue, so her definition is the one that the team needs to discuss. The repairs and repainting are separate Issues. Capture them on the list and get back to solving the Issue Sarah identified.

Step 4: Discuss

Finally, the real reason we are here. This is why a Level 10 Meeting is infinitely more valuable than a never ending chain of emails. This is the meat, the potatoes, and the desert.

Discussing is how an Issue moves from being something the company needs to deal with to something the company is solving.

Your goal during this step is to efficiently, respectfully, honestly present all relevant information so that a decision can be reached.

It’s important to remember that you aren’t at this table to converse about the Issue. Conversation is what happens when everyone gets to keep talking until they’re finished. Conversation is how a simple flight turns into either a very pleasant trip or a nightmare stuck between two people who won’t stop talking to you.

Discussion works differently. In a discussion you say what you want to say one time. That’s it. You don’t rephrase it, repeat it, or otherwise try to win an argument by not backing down from your point of view.

(Video) Weekly Meetings - Ninety Product Office Hours - April, 2021

If you want to express an opinion respectfully, say it once. Anything after that is politics.

Once no new information is being presented, the discussion is over and a decision needs to be reached.

Step 5: Solve by Deciding on a Course of Action

Decisions need to be made. Period. After discussing the Issue for however long it takes, someone needs to make a decision about what exactly the team will do to solve this Issue.

A solution can take many forms, but the most common is a to-do. The Issue gets broken down into something that can be accomplished this week and assigned to one of the team members. next week that team member reports in to (hopefully) say they’ve completed that task. The team then decides what is next.

Here’s where most teams get mucked up. They think “decision” means “consensus”. It absolutely doesn’t. Only two people get to define the decision and if that solves the Issues.

The Decider:
The Decider is the person at the table whose job description makes them responsible for solving this Issue. With our parking lot example that may be the HR person (handicapped accessibility being an HR Issue), the COO (building maintenance falling under operations), or someone else.

The point is that someone is responsible for actually solving this Issue. It’s their job. And, since it’s their job (and we trust them to do it), it’s their decision to make.

The Issue Owner:
Someone put this Issue on the board (Sarah in our case). They get to say if this Issue is solved or not.

(Video) Business Support Series: Entrepreneurial Operating System - A New Way of Running your Business

This isn’t license to disagree with the solution presented by The Decider. No. It’s the right of the Issue owner to say, “yes. That solution directly addresses this Issue,” or, “no. I don’t think that solution is relevant to the original Issue.”

Level 10 Meeting Agenda Explained by an EOS Implementer: IDS & Concluding - Whittle and Partners (2)

Conclude

Time: 5 Minutes
Description: Recap to-do’s, identify cascading messages, rate the meeting
Objective: Ensure nothing falls through the cracks and hold your team accountable for having a good Level 10 Meeting

In the Conclusion you want to accomplish three very important things:

  1. Recap the to-do’s: Make sure every to-do was assigned to a person and that that person is certain they can finish it in one week.
  2. Identify cascading messages: The leadership team makes decisions that affect the whole company. Be sure to assign a to-do to send messages out to other levels of the organization when relevant.
  3. Rate the Meeting: On an honest scale of 1-10 how was this meeting. Anything under an 8.0 warrants discussion.

In Part 1 of this guide I said that the Segue is one of the most underappreciated sections of the Level 10 Meeting. The conclusion is the other one. Why?

First, it’s easy to want to breeze through this section at the end of the meeting. People have places to be. But that’s how mistakes get made and how to-do’s get forgotten. You want your team to leave on the same page, so you can hit the ground running next week. Otherwise, what’s the point of spending the time on these meetings?

Second, teams tend to struggle with rating the meeting when they first start using the Entrepreneurial Operating System®.It’s hard to understand what makes a good meeting. And, teams that get in the habit of just rating the meeting a 10, because they don’t want to hassle with explaining their complaints get stuck in a bad habit.

Encourage your team to honestly rate the meeting. And, if the score is low, empower the team member to express why they rated it poorly. This kind of conversation can draw out Issues that are hobbling the productivity of your leadership team.

For more on rating the Level 10 Meeting check out this article.

Go Back to Part 1: Segue

Related Reading

If you’re just getting started with EOS or want to brush up on some of the things mentioned in this article, these articles should be of help to you.

(Video) Rock Setting - Ninety Product Office Hours - August, 2021

  1. Are You Pushing Your EOS Level 10 Meeting Down The Ladder?
  2. How To Rate An EOS Level 10 Meeting
  3. ABC’s of EOS: Level 10 Meeting Not Helping? Here’s Why.
  4. How To Use An EOS Meeting Pulse – Answered By A Certified EOS Implementer
  5. The Traction Book Isn’t Working: 3 Mistakes People Make Self-Implementing EOS
  6. Want Better Leadership Team Meetings? Learn to Solve Your Issues

FAQs

What is a level 10 meeting agenda? ›

The Level 10 meeting agenda dedicates 60 minutes to the tasks of identifying the top three priorities on the issues list (by attendee vote), discussing those three issues to identify the roots of the problems, and creating new to-do's that solve them within a week.

What is a level 10 EOS meeting? ›

What is a level 10 meeting? The level 10 meeting® is a core element in the EOS, a set of tools and principles that help guide entrepreneurs in running their businesses. EOS focuses on the six key components of every business: vision, people, data, issues, process and traction®.

What is IDS in L10 meeting? ›

Within the L10 agenda is a segment called “IDS.” That is the acronym for the 3-step process used to resolve a business issue: 1) Identify, 2) Discuss, and 3) Solve. With a clear focus on problem solving in the weekly leadership team meetings, they can be useful and productive.

What are rocks in a level 10 meeting? ›

Rocks are the larger goals or projects for each quarter. Rocks should always use “SMART” attributes — specific, measurable, attainable, realistic, and timely. In the context of the Level 10 Meeting™, each leader reports if their Rocks are on-track or off-track.

Why is it called Level 10? ›

Why are they called 'Level 10 Meetings'? Put simply, they're so called because people are asked to rate them at the end of each meeting on a scale of 1 to 10.

What does IDS mean in traction? ›

One of the most important components within the EOS Meeting Pulse Traction tool is the “IDS” process. IDS stands for “Identify-Discuss-Solve” and is a part of every one of the different Traction meetings within the Meeting Pulse framework.

What does EOS in business stand for? ›

EOS® stands for the Entrepreneurial Operating System®, developed by best selling author and business guru Gino Wickman. Wickman describes EOS® as a “set of timeless business principles and real-world tools that help entrepreneurs get what they want from their businesses.”

What is an EOS scorecard? ›

An EOS® Scorecard is a way to view and update what is happening in your organization. It allows you to monitor the progress of weekly/quarterly or even annual goals by measuring the progression of metrics.

What does IDS stand for identify? ›

IDS (or the Issues Solving Track™ as it's often referred to) is an acronym for 'Identify', 'Discuss', and 'Solve'. It aims to do precisely what it says it will by providing a process for: Identifying your issues. Discussing them as a team.

What are headlines in Eos? ›

Summary: Simply defined, Headlines are the pieces of news that likely don't warrant a discussion but are a good "FYI" for the whole team. When using Ninety's online meeting software tool, the team shares Headlines during a specific spot on the agenda during EOS® Level 10 Meetings™.

What does IDS mean in business? ›

An income deposit security (IDS) is a hybrid financial instrument that gives its owner one share of common stock and one portion of a corporate bond from the same issuer.

How do you run an effective executive meeting? ›

6 tips to run effective executive meetings
  1. Be strategic when scheduling it.
  2. Share the agenda ahead of time to avoid surprises.
  3. Always start with a check-in.
  4. Encourage healthy debate.
  5. Don't let discussions drag on.
  6. Make it a psychologically safe environment.
2 Dec 2021

What is a 10 10 meeting? ›

10:10:10. This approach breaks up a 30-minute meeting into three chunks: 10 minutes the direct report to talk. 10 minutes for the manager to talk. 10 minutes to discuss upcoming work.

What is traction l10? ›

The Level 10 Meeting in Traction Tools is built to keep you on-track and on-time with built-in timers for each section of the agenda. Every participant views the agenda as it moves in real-time—so everyone is on the same page. Literally.

What is the level 10? ›

WHAT IS LEVEL 10 LIFE. This is a technique that came from Hal Elrod's book My Miracle Morning. The idea is pretty simple. You measure your success in 10 areas of your life and according to that you then build up your goals to create a level 10 in all your areas.

How do you write EOS rocks? ›

How to Make Your Rocks SMART
  1. Specific. As Steven Covey says, “Begin with the end in mind.” Start by naming a specific result you want to be true by the end of the quarter. ...
  2. Measurable. Overall, a Rock is measurable if you can easily call it “done” or “not done” at the end of the quarter. ...
  3. Attainable. ...
  4. Realistic. ...
  5. Timely.

What are personal rocks? ›

This is where SMART (specific, measurable, attainable and realistic) Personal Rocks come in. These are the actions that each team member commits to and is held accountable for to move the overall Group and Company Priorities forward.

What is Hypercontext com? ›

Hypercontext helps managers run more effective meetings that tie back to their OKRs and is trusted by over 100k managers in companies like Netflix, Linkedin, and Facebook. Managers use our app to run their 1:1s, team meetings, and OKRs in one workflow that increases the odds of their team hitting their goals by 95%.

How do you run an EOS meeting? ›

The EOS Level 10 Meeting: How to Run an Effective Meeting
  1. Always meet on the same day.
  2. Always start at the same time.
  3. Always start on time.
  4. Always use the same agenda.
  5. Always end on time.

What are rocks in Eos? ›

Rocks 101: What are Rocks in EOS? In EOS, Rocks are similar to quarterly goals. Setting Rocks is a business leaders' process to decide which tasks to prioritize in 90 days. But if you're here, you know there's a lot more to it than that.

What are the 6 components of EOS? ›

Written by lifelong entrepreneur, Gino Wickman, Traction touts the Entrepreneurial Operating System® (EOS®), and outlines six key business components: Vision, People, Data, Issues, Process and Traction®. To be successful, Wickman contends, companies need to define and align these core components.

How much does it cost to hire an EOS Implementer? ›

But, EOS told me the range is between $3,000 and $10,000 per daily offsite session. We have three “quarterlies” that are each one day and then an “annual” that is two days. We also do our sessions offsite – so you might also incur some meeting room costs and catering.

How much does an EOS consultant cost? ›

The Cost of Implementing EOS Vs Scaling Up

Implementing EOS will cost you from $14 (for the paperback version of Traction) to $50,000+ per year. Installing Scaling Up will cost you from $20 (for the paperback version of the Scaling Up) to $40,000 – $200,000+ per year for full coaching support.

How many items are on a EOS scorecard? ›

A scorecard in the Entrepreneurial Operating System® (EOS®) typically has 10-15 measurables you're tracking at any given time. Of those 10-15, maybe 1-3 will be the key numbers that truly drive your business. But identifying the right numbers is a process of discovery that takes some trial and error.

How do I use my EOS scorecard? ›

But, if you're going it alone, follow these steps to get your first draft of an EOS Scorecard:
  1. Step 1: Complete your Vision / Traction Organizer™. ...
  2. Step 2: Identify 5-15 Scorecard Categories. ...
  3. Step 3: Put a weekly goal on each category. ...
  4. Step 4: Assign each goal to a team member. ...
  5. Step 5: Assign a Scorecard keeper.
13 Feb 2018

What are EOS tools? ›

Eos Tools Pro is the free Android app that helps you monitor high-accuracy location in the field. Designed by Eos Positioning Systems, Inc. (Eos), Eos Tools Pro lets you see your DOP

DOP
Dilution of precision (DOP), or geometric dilution of precision (GDOP), is a term used in satellite navigation and geomatics engineering to specify the error propagation as a mathematical effect of navigation satellite geometry on positional measurement precision.
https://en.wikipedia.org › Dilution_of_precision_(navigation)
, RMS values, PDOP, Differential Status, Satellites Tracked and Used, and more — in real time.

How do I run an l10 meeting? ›

Six Ways to Improve Your Level 10 Meetings
  1. Start on time with Good News. This is a segue to get you to transition from working in the business to working on the business. ...
  2. Make sure everything is on track. ...
  3. To-do List. ...
  4. Drop it down, drop it down, drop it down. ...
  5. Prioritize Issues & Solve them. ...
  6. Conclude on time.

Which is correct ID or ID? ›

The correct one is "Id". "ID" appears to be an acronym of two words, though there is only one word, "identifier".

Can IDS block traffic? ›

An IDS or IPS can suffer from false positive or false negative detections, either blocking legitimate traffic or allowing through real threats. While there is often a tradeoff between these two, the more sophisticated the system, the lower the total error rate an organization will experience.

What is a pulse meeting? ›

Pulse meetings are short, daily standing meetings where a team plans their work with the help of a Pulse board. Pulse meetings are more interesting and more effective than standard meetings.

What is IDS in public finance? ›

The Income Declaration Scheme, 2016 (the Scheme) contained in Chapter-IX of the Finance Act, 2016 provided an opportunity to the persons who had not disclosed any income in the past to come clean and make payment of tax, surcharge and penalty as per the provisions of the Scheme. The Scheme commenced on 01.06.

What is IDS in banks? ›

Among its outputs is the International Debt Statistics (IDS) database, from which the tables in this publication and online database are produced.

How do you structure an executive team meeting? ›

Executive Staff Meeting Framework (+ Free Templates)
  1. Start with a brief check-in. ...
  2. CEO updates or FYIs. ...
  3. Share company or department wins. ...
  4. Identify top objectives or issues. ...
  5. Pick 3 – 5 key metrics to evaluate. ...
  6. Discuss roadblocks. ...
  7. Create a list of action items. ...
  8. Wrap Up.

What should be discussed at executive meetings? ›

6 Talking points to add to your executive meeting agenda
  • Top objectives.
  • Company wins.
  • Updates & FYIs.
  • Metrics / OKR progress.
  • Puzzles / Roadblocks.
  • Open action items.
5 Nov 2021

How do you prepare one on one meeting with your manager? ›

How to prepare for a one-on-one with your boss
  1. First, make sure you actually have one-on-ones. ...
  2. Come with an agenda. ...
  3. Follow up on topics from the previous one-on-one. ...
  4. Be transparent about what your current projects are. ...
  5. Bring up professional development. ...
  6. Ask questions and prepare to be asked questions.

What does an EOS Implementer do? ›

An EOS Implementer is a business coach, teacher, and facilitator of proven EOS tools and processes that help guide leadership teams and entrepreneurs around the world to get what they want from their businesses.

What is the level 10? ›

WHAT IS LEVEL 10 LIFE. This is a technique that came from Hal Elrod's book My Miracle Morning. The idea is pretty simple. You measure your success in 10 areas of your life and according to that you then build up your goals to create a level 10 in all your areas.

Why L10 meetings are important? ›

With the way an L10 meeting is structured, it encourages you and your team to dig deep into issues to find the root of your problems. In fact, the bulk of the time during these meetings is dedicated to discussing issues that need to be solved. This allows your team to work together and formulate creative solutions.

What is a 10 10 meeting? ›

10:10:10. This approach breaks up a 30-minute meeting into three chunks: 10 minutes the direct report to talk. 10 minutes for the manager to talk. 10 minutes to discuss upcoming work.

What is traction L10? ›

The Level 10 Meeting in Traction Tools is built to keep you on-track and on-time with built-in timers for each section of the agenda. Every participant views the agenda as it moves in real-time—so everyone is on the same page. Literally.

How do you get to level 10 gymnastics? ›

Level 10 can only be achieved by qualifying for the U.S. National Championship. A rhythmic gymnast

rhythmic gymnast
Rhythmic gymnastics is a sport in which gymnasts perform on a floor with an apparatus: hoop, ball, clubs, ribbon or rope. The sport combines elements of gymnastics, dance and calisthenics; gymnasts must be strong, flexible, agile, dexterous and coordinated.
https://en.wikipedia.org › wiki › Rhythmic_gymnastics
may start competing at Level 5 when she has reached her 6th birthday, and Level 6 when she has reached her 7th birthday.

What age should a Level 10 gymnast be? ›

The minimum age for level 8 is 8 years old, while for levels 9 and 10, it is 9 years of age. Level 9 is the second level of optional competition.

What is an EOS scorecard? ›

An EOS® Scorecard is a way to view and update what is happening in your organization. It allows you to monitor the progress of weekly/quarterly or even annual goals by measuring the progression of metrics.

What does EOS in business stand for? ›

EOS® stands for the Entrepreneurial Operating System®, developed by best selling author and business guru Gino Wickman. Wickman describes EOS® as a “set of timeless business principles and real-world tools that help entrepreneurs get what they want from their businesses.”

What are rocks in Eos? ›

Rocks 101: What are Rocks in EOS? In EOS, Rocks are similar to quarterly goals. Setting Rocks is a business leaders' process to decide which tasks to prioritize in 90 days. But if you're here, you know there's a lot more to it than that.

How do you run an EOS meeting? ›

The EOS Level 10 Meeting: How to Run an Effective Meeting
  1. Always meet on the same day.
  2. Always start at the same time.
  3. Always start on time.
  4. Always use the same agenda.
  5. Always end on time.

What does an EOS Implementer do? ›

An EOS Implementer is a business coach, teacher, and facilitator of proven EOS tools and processes that help guide leadership teams and entrepreneurs around the world to get what they want from their businesses.

What is V to in Eos? ›

The Vision/Traction Organizer™ (V/TO™) is probably the most important document you'll complete if you're running your business on the Entrepreneurial Operating System

Entrepreneurial Operating System
EOS, the Entrepreneurial Operating System®, is a complete set of simple concepts and practical tools that has helped thousands of entrepreneurs around the world get what they want from their businesses.
https://www.eosworldwide.com › what-is-eos
®. It is a unique, two-page template for organizing plans and forecasts the future of a company.

What is ID traction? ›

One of the most important measures of success is how efficiently and effectively organizations tackle major issues. When you Identify, Discuss and Solve (IDS™), you're able to address the root problem head-on. Turn big problems into bigger solutions with Traction Tools' software for EOS® IDS.

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