How to Streamline Prep and Follow Up for EOS® Level 10 Meetings™


How to Streamline Prep and Follow Up for EOS® Level 10 Meetings™

If you’re ever flying around at the last minute trying to get everything together for your weekly Level 10 Meeting, you’re not alone. As Linda Maclachlan from YJT Solutions admitted, “The actual process of updating spreadsheets and lists for the next Level 10 Meeting was cumbersome, and there were admittedly a few weeks when the updating didn’t happen and we worked from last week’s marked-up copies.”

With Traction® Tools software you can streamline prep and follow up for your Level 10 meetings—helping to eliminate frustrations and give back precious time in your day. Here are four ways Traction Tools can help!

Automate Your Pre- and Post-Meeting Activities

Traction Tools automates the entire process of prepping for a Level 10 Meeting, so you don’t have to do a thing. An updated agenda is automatically ready to go, and it lists all of the current To-Dos and Issues that need to be addressed.

After a Level 10 Meeting, follow-up activities can take a chunk out of the rest of your day—especially if you tackled a lot of Issues and assigned several To-Dos. With Traction Tools, post-meeting activities are as easy as your prep work. To-Dos are automatically sent out to all the right people. Now you can jump right back into your high-value work after each L10 Meeting!

Automate To-Do Reminders

If you like To-Do reminders, be sure to update your Traction Tools preferences to receive automatic daily To-Do reminders. Anything past due will be clearly called out and easy to see, helping you and your team “boost accountability and drive performance” as everyone on your team gets the hang of accountability in an EOS company. (To-Dos are also easily viewed at any time in your personal Workspace.)

Keep Everything in One Spot

If you’re like a lot of companies, you’ve got your meeting notes, To-Dos, Scorecard metrics, L10 Meeting Agenda, Rocks, a working Issues List, and an Accountability Chart in different locations. Maybe even on different hard drives. That can make it all kinds of crazy to prep for Level 10 Meetings and Quarterly Planning session—not to mention keeping track of all your activities between meetings!

Traction Tools streamlines all of that by keeping your agenda, notes, Scorecard, Issues, Rocks, To-Dos and Accountabilities all in one spot. Based on permissions you set, everyone on your team can access what they need from anywhere, at any time. In our simple Workspace you can view all of your tasks from L10s and Same Page meetings, review individual To-Dos, check up on Scorecard metrics, and even keep your Core Values front and center.

Create To-Dos and Issues in a Flash

Capturing Issues and To-Dos just got easier. Anyone can add an Issue or take a To-Do at anytime—before or during your Level 10—from anywhere, even from your mobile phone. Each Issue and To-Do is viewable from within the Level 10 Agenda as well as your Workspace.

You can even take notes in individual Issues and To-Dos to add clarity!

Streamline Your Level 10 Meetings with Traction® Tools

Using Traction Tools means no more hunting for the right document or switching back and forth between applications. Now you can focus on the meeting itself, instead of the running of the meeting. Afterwards, you’ll be able to get straight back to work as a summary of Issues closed and To-Dos assigned are automatically distributed to the proper people after the meeting.

Doug Andersen from Magnet 360 raves about how much easier it is to prep and follow up Level 10s with Traction Tools. “You save me at least an hour a week getting scorecards and agendas ready for the Level 10.”

At Traction Tools, we’re all about helping you to get the most out of EOS. Follow these tips for streamlining your EOS Level 10 Meeting, and get more great content delivered straight to your inbox—subscribe to our newsletter.


Kathy Mayfield

About the Author

Kathy is the Integrator at Traction® Tools and, quite frankly, one of the main reasons our company took flight. After joining forces with Certified EOS Implementer™ Todd Smart as his executive assistant in 2013, she helped catapult Smart Partners, Inc. into a thriving entrepreneurial company. By that time, Kathy’s love affair with EOS® was a done deal. A few years later when the saucy little startup Traction Tools appeared on the EOS scene, Kathy switched gears and focused her attention on making Traction Tools an operational success. Her work at Traction Tools has been described by our Visionary as “akin to transforming an airplane into a rocket ship—mid-flight.” She harnessed and directed our energy toward rapid growth. She’s done the same as the director of learning and a member of the Leadership Team of the Female Integrator Mastermind (FIM).