by | Aug 18, 2022 | Blog, Executive Assistant

As a CEO or executive, you already understand the importance of meetings in running a successful company. Meetings are vital for communication, problem-solving, and so much more. But you’re probably also aware that not all meetings are equal. Some meetings last for hours, yet not a single thing gets accomplished. Others last just 20 minutes and are extremely productive. 

So how can you stop wasting valuable time on those unproductive meetings? Well, that’s where EOS’s Level 10 meetings come in.

What is a Level 10 Meeting?

A Level 10 meeting (L10) is a core principle of the EOS management strategy.

EOS, or Entrepreneurial Operating System, is a popular set of concepts and tools that help entrepreneurs get what they want from their businesses. It’s “a people operating system” that helps businesses achieve rapid growth and leaders live a more balanced life.

EOS helps CEOs and their executive teams get better at:

  • Vision. Making sure everyone in the company is on the same page.
  • Traction. Instilling company-wide focus, discipline, and accountability.
  • Health. Creating a cohesive, functional, and healthy leadership team.

A key pillar of EOS is a meeting agenda that encourages high productivity. This agenda is for a Level 10 meeting. The goal is to help facilitate meetings that are rated a 10/10 by all participants. 

These Level 10 meetings are time-capped, keep you focused on your goals, and address key issues. There’s little room for going off-topic or wasting time.

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Having a Level 10 Meeting with Your Assistant

Level 10 meetings are customary for leadership team meetings. But the strategy is also extremely useful in meetings between executives and their assistants. Here’s more about how these meetings work.

Set a Meeting Cadence

Before we look closer at the Level 10 meeting agenda, let’s review the golden rules of EOS meetings.

The golden rules of an effective Level 10 meeting are:

  • Same Day. Level 10 meetings should occur on the same day and at the same time every week. This scheduling helps establish the meeting routine and ensures that it remains a priority. Once on the calendar, do your best not to miss the meeting unless something urgent arises.
  • Same Length. Level 10 meetings should be 90 minutes long. Having a pre-determined amount of time set aside shows respect for everyone’s busy schedules. 
  • Start/End On Time. Level 10 meetings should always start and end on time. Starting on time shows respect for people’s time. Knowing that you can’t overrun will encourage effective use of the meeting time.
  • Set Agenda. The meeting agenda should stay the same each week. No going off-topic or adding new sections. 

The Level 10 Meeting Agenda

A Level 10 meeting between an executive and assistant will look slightly different from a leadership team meeting. But many of the agenda points remain the same.

A Level 10 meeting agenda with your assistant should consist of:

  • The Segue. Spend the first few minutes transitioning into the meeting with any good news or highlights since the last meeting. It shouldn’t be a conversation, just announcements. This quick segue helps get you and your assistant into a focused and productive mood.
  • To-Do List. Spend five minutes reviewing the to-do list. Check to see what got done and which tasks are left to complete. Most items will likely be short-term tasks, so they can get checked off and new tasks added. Having a to-do list review brings some accountability to the meeting.
  • Rock Updates. For the next five minutes, review your “rocks.” Rocks are big ongoing projects that take up at least a quarter’s worth of work. Are these projects on track, or are there any questions about them?
  • Client/Employee Updates. Spend another five minutes discussing important client or team member updates. Is there any information you need to share? These can be negative or positive headlines. Your assistant is often more up-to-date with the goings on around your company than you are, so this section is highly beneficial for keeping you in the loop.
  • Issues List. The first few sections of the meeting are for reporting, not discussing or resolving. If there are problems with projects or clients, drop them down to the issues portion of the agenda. The issues list is the largest part of the agenda and should consume most of your time (about an hour). In this section, you identify, discuss, and solve (IDS) the biggest issues you’ve identified. This part of the meeting is your opportunity to delve deeper and identify the true root of a problem. You can then work together to develop solutions and add any related actions to your assistant’s to-do list. It’s also your chance to have challenging conversations, even if they’re uncomfortable. Addressing issues at this level ensures they don’t come up again.
  • Conclusion. Use the last five minutes of your Level 10 meeting to wrap things up and bring the conversation to a close. Recap the main issues resolved and review the most crucial items on your assistant’s to-do list for the next meeting. 

Finally, don’t forget to rate the meeting. Did it get a 10/10? If not, what should you improve for next time?

LifeSquire Can Help You Have More Productive Meetings

Level 10 meetings are fantastic for ensuring you and your assistant are on the same page, on track, and organized. Consistent and efficient meetings also save you valuable time and lead to a more effective working relationship.

At LifeSquire, we work with EOS and understand the language and strategies. We can help you find an EOS-capable assistant who understands these tools and practices and can relay that into effective and productive meetings. Our executive assistants can help you achieve your goals and complete your rocks. 

Contact us today to see how our assistants can help you and your business meet your goals.

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