Your Level 10 meeting started fine. The team showed up. You did the segue, and you went through the scorecard. Then by week four, things slipped. The scorecard stopped getting fresh numbers, and the issues grew into a long backlog.
Flowtrace’s State of Meetings Report found that 67% of meetings are still unproductive in the eyes of the people in them. A weekly leadership meeting without a fixed format ends up in that 67%.
A good Level 10 meeting template puts the whole meeting in one place. Rocks, scorecard, headlines, to-dos, and issues sit in the same doc each week. The format locks all sections in order and saves you from rebuilding the meeting doc every Monday.
This guide reviews eight free Level 10 meeting templates. Each one fits a different stage of business and a different way of working. For each, we cover use case, best fit, and when to skip it. The right pick is the one your team will open at 8:55 AM on a Monday without flinching. All eight are free to grab and ready to use this week!
8 Free Level 10 Meeting Templates You Can Use This Week
- What Is a Level 10 Meeting Template?
- The 8 Free Level 10 Meeting Templates at a Glance
- 8 Free Level 10 Meeting Templates Reviewed
- 1. ClickUp Level 10 Meeting Template
- 2. ClickUp Leadership Meeting Agenda Template
- 3. ClickUp Meeting Checklist Template
- 4. EOS Worldwide Level 10 Meeting™ Agenda Template
- 5. Integrator Impact Leadership Meeting Template
- 6. Elefante RevOps L10 Meeting Agenda Template
- 7. Strety Level 10 Meeting Agenda Template
- 8. Fireflies Level 10 Meeting Template
- 3 Mistakes New EOS Teams Make With L10 Meeting Templates
- Which Level 10 Meeting Template Should You Pick First?
- Why Level 10 Meetings Stop Working
- How to Keep Your Level 10 Meeting Template Useful
Summarize this article for me pleaseWhat Is a Level 10 Meeting Template?
A Level 10 meeting template is a fixed format for the weekly leadership meeting defined by EOS (Entrepreneurial Operating System), a framework for running small to mid-size businesses. It holds the seven sections in order: Segue, Scorecard, Rock Review, Customer/Employee Headlines, To-Do List, IDS (Identify, Discuss, Solve), and Conclude.
The right Level 10 meeting template depends on three things:
- Where you hold the meeting (in person, remote, or hybrid)
- How big your leadership team is (3 to 7 is the EOS sweet spot)
- What stage your business is in (early startup, growth, or mature)
Summarize this article for me pleaseThe 8 Free Level 10 Meeting Templates at a Glance
Here’s a brief overview of the top Level 10 meeting templates.
| Template | Download link | Best for | Best features | Format |
| ClickUp Level 10 Meeting Template | Get free template | Teams who already run their work in ClickUp | Doc + task creation in one tool, KPI Custom Fields, recurring reminders | ClickUp Doc |
| ClickUp Leadership Meeting Agenda Template | Get free template | Leadership teams that want one agenda doc connected to task tracking | Topic owners, inline task assignment, follow-up tracking | ClickUp Doc |
| ClickUp Meeting Checklist Template | Get free template | Teams that struggle with meeting prep and follow-through | Before/during/after checklist, automated reminders, action-item tracking | ClickUp Doc |
| EOS Worldwide Level 10 Meeting™ Agenda | Get free template | Teams new to EOS who want the original | Official source, prints well, fits one page | |
| Integrator Impact Leadership Meeting Template | Get free template | Self-implementing EOS teams without an outside coach | Section tabs, real examples, pro tips | Spreadsheet |
| Elefante RevOps L10 Meeting Agenda Template | Get free template | RevOps and sales leaders who live in Excel | Copy-and-go Excel, weekly rhythm built in, owner column | Excel |
| Strety Level 10 Meeting Agenda Template | Get free template | Teams that want a printable agenda paired with a shared spreadsheet | 2-page PDF, companion Google Sheet for scorecard and V/TO | PDF + Google Sheet |
| Fireflies.ai Level 10 Meeting Template | Get free template | Teams that want a visual reference card for the L10 agenda | Single-page visual with all 7 sections and time limits | PNG image |
Summarize this article for me please8 Free Level 10 Meeting Templates Reviewed
These are our top picks for Level 10 meeting templates, including options from ClickUp and EOS Worldwide.
1. ClickUp Level 10 Meeting Template
ClickUp’s Level 10 Meeting Template is a ready-to-use doc that sits inside your ClickUp workspace. The doc holds the seven-section agenda, while every to-do you log during the meeting can be created as a real task with an owner and due date in the same tool.
Use case: Your team already runs work in ClickUp. You want the weekly meeting to sit next to the projects, tasks, and KPIs the team works on every day.
Instead of logging to-dos in one tool and tracking them in another, the template lets you create assigned tasks inline as you talk through IDS. Scorecard metrics can live in Custom Fields, so the numbers update without copy-pasting from another sheet.
Why use this template?
- Hold the L10 agenda inside a doc connected to your team’s actual tasks
- Turn each meeting to-do into a tracked task with an owner and due date
- Log scorecard KPIs in Custom Fields so the numbers update in place
- Set a recurring weekly reminder so the agenda goes out before each meeting
Best for: Teams who already run their work in ClickUp and want the meeting to sit next to the tasks
Skip it if: You don’t use ClickUp and don’t plan to, since the template needs a workspace to live in
Want to see how the full L10 structure works before you grab a template? This 3-minute walkthrough breaks down each section of the meeting and shows how to run it inside ClickUp, from scorecard tracking to turning issues into assigned tasks.
2. ClickUp Leadership Meeting Agenda Template
ClickUp’s Leadership Meeting Agenda Template is a ready-to-use doc that gives any leadership meeting a fixed agenda, task assignments, and follow-up tracking in one place. It works for L10 meetings and any weekly leadership sync where topics, owners, and deadlines need to stay together.
Use case: Your leadership team needs a reusable agenda that connects discussion topics directly to tasks. You want to assign action items during the meeting and track them without switching tools.
Why use this template?
- Set a clear agenda with topics, owners, and time allocations before the meeting starts
- Turn discussion points into assigned tasks with due dates as you talk
- Track follow-ups from one meeting to the next inside the same workspace
- Send notifications so attendees come prepared each week
Best for: Leadership teams that want one agenda doc connected to real task tracking
Skip it if: You need the strict 7-section EOS format out of the box (use the L10-specific ClickUp template instead)
3. ClickUp Meeting Checklist Template
ClickUp’s Meeting Checklist Template is a doc-based checklist that covers meeting prep, the meeting itself, and post-meeting follow-up. Think of it as the operational backbone that makes sure nothing falls through the cracks before or after your L10.
Use case: Your meetings keep losing momentum because prep doesn’t happen and action items die after the call ends. This template forces a before/during/after checklist, so the meeting host and attendees each know what to do at every stage.
Why use this template?
- Check off pre-meeting prep like agenda distribution and room setup
- Log notes and action items with owners during the meeting
- Track post-meeting follow-ups with deadlines and status updates
- Set automated reminders so nothing gets forgotten between meetings
Best for: Teams that struggle with meeting prep and follow-through, not just the meeting itself
Skip it if: You already have a locked agenda format and only need the discussion structure
4. EOS Worldwide Level 10 Meeting™ Agenda Template
The EOS Worldwide Level 10 Meeting™ Agenda Template comes from the team that wrote the book Traction (the book that introduced the world to Level 10 meetings). It’s a one-page PDF that lays out the 90-minute agenda with set timings for each section.
Use case: You run a 5 to 7-person leadership team that meets weekly in a boardroom. You want to print the agenda, write on it during the meeting, and file each copy in a binder. The PDF lists the seven sections, time limits, and a box for the team’s rating at the end.
Why use this template?
- Lock the 90-minute time box across all seven meeting agenda sections
- List cascading messages so the rest of the company gets the right update
- Track the team’s rating out of 10 at the end of each meeting
- Run the meeting close to the version Gino Wickman wrote about in Traction
Best for: Teams new to EOS who want the agenda exactly as the book defines it
Skip it if: Your team meets fully remote and needs a digital, fillable version
According to ClickUp’s 2026 Survey on Meeting Effectiveness, 34% of workers say the biggest issue with meetings is a lack of a clear agenda, leading to wasted time.
Learn more about writing a meeting agenda in this video:
5. Integrator Impact Leadership Meeting Template
Integrator Impact’s Leadership Meeting Template is a step-by-step agenda. It comes with section tabs and pro tips that explain what to do in each part of the Level 10 meeting.
Use case: Your team runs EOS without an outside implementer. You need a template that walks the meeting host through every step, with real prompts and examples. This one fits that case exactly. The pro tips push you to ask the right questions when the issues list gets messy.
Why use this template?
- Walk a new integrator through each of the seven sections
- Give real examples for what to log in the scorecard, EOS SMART rocks, and to-do tabs
- Add pro tips that lead to better discussion in the IDS block
- Hold the meeting to 90 minutes with section-level prompts
Best for: Self-implementing EOS teams that don’t have an outside coach in the room
Skip it if: You don’t want to enter your email to access the download
6. Elefante RevOps L10 Meeting Agenda Template
The Elefante RevOps L10 Meeting Agenda Template is meant for sales and revenue teams that already live in spreadsheets. The Excel format lets you drop in your data and start the next meeting in just minutes.
Use case: You run a sales or RevOps leadership meeting where every metric is already in Excel, and want a Level 10 format that fits your existing workflow without making the team learn a new tool. This one ships as an Excel file with the seven sections built in.
Why use this template?
- Run the weekly meeting straight from Excel or Google Sheets
- Add new scorecard metrics in the same file each week
- Log IDS issues and to-dos with owners next to them
- Pull in pipeline numbers without a copy-paste from another tool
Best for: RevOps, sales, and finance leaders who run their week out of a spreadsheet
Skip it if: Your team prefers a typed-up doc over a grid of cells
7. Strety Level 10 Meeting Agenda Template
Strety is an EOS-specific software platform built for teams running on the Entrepreneurial Operating System. The Strety Level 10 Meeting Agenda Template is a two-page PDF with all seven L10 sections laid out with fill-in fields for metrics, rock status, issues, and the meeting rating.
Use case: You want a printable, clean PDF that follows the exact L10 format and also links to a companion Google Sheet for your scorecard, rocks, accountability chart, and V/TO. The PDF works for the meeting itself. The sheet holds the data between meetings.
Why use this template?
- Run the 90-minute L10 agenda from a print-friendly 2-page PDF
- Track scorecard metrics, rock status, and to-do owners in the built-in fields
- Link to a free Google Sheet for V/TO, accountability chart, and scorecard history
- Keep the format close to the EOS standard with no extra fluff
Best for: Teams that want a clean printable agenda paired with a shared spreadsheet for ongoing EOS tracking
Skip it if: You need everything in one digital tool with real-time updates and task assignment
8. Fireflies Level 10 Meeting Template
Fireflies.ai’s Level 10 Meeting Template is a single-page visual agenda that lists all seven L10 sections with time allocations and one-line descriptions of what happens in each block. It’s a PNG image, so you’d save it as a reference card or print it as a wall poster for the meeting room.
Use case: You want a quick visual reminder of the L10 structure pinned near your whiteboard or screen-shared at the start of the meeting. It breaks down Check-In, Scorecard, Rocks, Headlines, To-Do List, IDS, and Wrap-Up with time limits and short prompts for each.
Why use this template?
- See all seven L10 sections and their time limits on a single page
- Remind the meeting host which block comes next without checking a separate resource
- Onboard new attendees who haven’t sat in an L10 before
- Keep the agenda visible during the meeting without opening a file
Best for: Teams that want a visual reference card for the L10 agenda, instead of a working document
Skip it if: You need a fillable, editable template you can type into each week (the template is an image)
Summarize this article for me please3 Mistakes New EOS Teams Make With L10 Meeting Templates
- Treating the 90-minute box as a target, not a ceiling. Most templates list time limits per section, but new teams stretch each block to fill the time. Use the limits as caps. End early if the issues list is clear, and the scorecard is green
- Skipping the rating at the end. It’s the smallest section in every template and the easiest to drop when the meeting runs long. The rating is the only built-in feedback loop the L10 format has. Without it, the meeting can’t improve week over week
- Picking a template that doesn’t match the team’s daily workflow. A printed PDF dies in a remote team. A spreadsheet dies in a team that lives in Docs. The template only sticks when it sits next to the work the team already does every day
Summarize this article for me pleaseWhich Level 10 Meeting Template Should You Pick First?
The right Level 10 meeting template is the one that matches your team’s existing workflow: a PDF for in-person teams, a spreadsheet for sales and RevOps, a connected doc for teams that live in a project tool. Pick the format your team already opens every day, and the meeting will stick.
Most teams overthink this. But the right template is the one you will actually want to use.
| If you need to… | Start with this template |
| Run the meeting inside the same tool where your tasks live | ClickUp Level 10 Meeting Template |
| Link agenda topics to tasks with owners and due dates | ClickUp Leadership Meeting Agenda Template |
| Make sure prep happens before and follow-up happens after | ClickUp Meeting Checklist Template |
| Follow the original format from the book Traction | EOS Worldwide Level 10 Meeting Agenda |
| Walk through each L10 section with prompts and examples for a self-implementing team | Integrator Impact Leadership Meeting Template |
| Run the meeting from a spreadsheet your sales or RevOps team already uses | Elefante RevOps L10 Meeting Agenda Template |
| Print a clean agenda and track data in a companion spreadsheet | Strety Level 10 Meeting Agenda Template |
| Have a one-page visual you can pin up or screen-share | Fireflies.ai Level 10 Meeting Template |
Pro Tip: Skip the by-the-book format if your business is still finding its core process.
Summarize this article for me pleaseWhy Level 10 Meetings Stop Working
Most teams set up Level 10 meetings with good intent. Then the meetings drift after a few months. The L10 format breaks down when the to-do list stops getting owners and due dates. Here’s where they usually break:
- The scorecard has too many metrics, so people stop checking it
- The IDS section spills past 60 minutes on one issue, and the rest of the agenda gets skipped
- To-dos get logged without owners or due dates, so the same issue shows up week after week
- The headlines turn into a long status update, eating into the IDS time
- The team stops scoring the meeting at the end, so the meeting never gets better
A template can’t fix bad behavior on its own. But a clear, repeatable format makes each of these problems easier to see in the moment.
Red Sky, a private equity services firm, was drowning in meetings that ran long and repeated the same updates. After moving to ClickUp, they built standardized agendas tied to a shared dashboard. Every attendee could see the key topics and real-time task updates before the meeting started. The prep alone cut the number of meetings by 80% and shortened the ones that remained by 50%.
Ewa Lale, Recruitment Business Partner at Red Sky, shares:
Summarize this article for me pleaseHow to Keep Your Level 10 Meeting Template Useful
Run this check on your Level 10 meeting template once a month:
| Check | What to ask | What to fix |
| Ownership | Does every to-do have one named owner and a due date? | Cut any to-do that has no owner |
| Scorecard | Are all 5 to 15 metrics still useful? | Trim metrics that no one acts on |
| IDS list | Are issues older than 4 weeks still on the list? | Move them to a longer-term tracker |
| Rating | Does the team score the meeting every week? | Make the rating the last 2 minutes |
| Cascade | Are cascading messages getting to the rest of the company? | Add a 30-second cascade step at the end |
Summarize this article for me pleaseRun Your Next L10 From a Template That Sticks
A good Level 10 meeting answers three questions every week: what’s blocking the team, who owns each to-do, and what has improved since last Monday.
A good template keeps that answer in one place. A locked weekly slot at the same time keeps the meeting alive after the first month.
ClickUp works well when your meetings need to connect directly to tasks, owners, KPIs, and reminders. External templates work when all you need is a printed page or a shared sheet.
Pick the template that matches your biggest L10 risk: a messy issues list, missing to-do owners, a scorecard nobody updates, drift on quarterly rocks, or burnout from running the meeting alone.
Run your next Level 10 meeting in ClickUp. Get started for free today!
Summarize this article for me pleaseFrequently Asked Questions About Level 10 Meetings
What’s the difference between a Level 10 meeting and a regular weekly standup?
A Level 10 meeting follows a fixed 90-minute agenda with seven sections in order, ending with a team rating out of 10. A standup is a short daily sync with no required structure. The L10 format comes from the book Traction by Gino Wickman and is built specifically for leadership teams running on EOS.
Can I run a Level 10 meeting without EOS?
Yes, you can. The format works for any leadership team that wants a weekly accountability rhythm. You can use the same agenda structure, the rating, and the IDS pattern without using the rest of the EOS toolkit.
How long should the IDS (Identify, Discuss, Solve) section take?
About 60 minutes of the 90-minute meeting. IDS is the largest block because it’s where the team works through the issues list. If one issue eats the entire IDS section, the EOS guidance is to identify the root cause faster and move on. Anything that can’t be solved in the meeting gets a to-do with an owner and a due date.
What is the best team size for a Level 10 meeting?
The book Traction by Gino Wickman, which introduced the Level 10 meeting format, recommends 3 to 7 people on the leadership team. Once you go past 10 people in the room, the IDS section slows down. Larger teams should split into smaller L10s by function or department.
How do you score a Level 10 meeting?
At the end of the meeting, each person gives a score out of 10. Anything below an 8 is a sign the meeting needs work. The host should ask why and log a low score as an issue for the next meeting.
Do remote teams need a different Level 10 template than in-person teams?
Yes. Remote teams need a fillable digital template that all attendees can edit in real time during the meeting. Static PDFs work for in-person teams writing on paper, but fall apart over video. Google Docs, ClickUp Docs, or shared spreadsheets all work for remote L10s.
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