Level 10 Meeting™

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Use the Level 10 Meeting™ template to enhance your team's effectiveness and facilitate well-organized, idea-rich discussions during meetings. Created by the Entrepreneurial Operating System, as a part of their toolkit for business growth, Level 10 Meetings™ are now used by over 100,000 companies.

Leadership meetings are a great way to ensure that your team is aligned and focused on the same goals. That's why ClickUp created the perfect meeting template for your Level 10 Meetings™!

ClickUp's Level 10 Meeting™ Template helps you quickly:

  • Organize and track progress on weekly, monthly, and quarterly goals
  • Maintain transparency so everyone is on the same page (literally!)
  • Collaborate with teams and make sure all stakeholders are updated in real-time

With this comprehensive template, you can hit every goal within budget and timeline—all without missing a beat!

What Is A Level 10 Meeting™ ?

The Entrepreneurial Operating System (EOS), a collective of experienced entrepreneurs, developed the concept of Level 10 Meetings™. These meetings are part of a holistic toolkit designed to aid business expansion, and are currently being utilized by over 100,000 companies.

This type of meeting enables an organization to document and track progress towards strategic objectives. It is designed to bring together all the stakeholders in an organization to ensure everyone is working collaboratively towards the same goal. During the meeting, each team member should have the opportunity to provide their thoughts, insights and ideas on the current status of the project. 

The purpose of a Level 10 Meeting™ is to align strategy with execution by focusing on outcomes rather than activities. It encourages creativity and provides individuals with an opportunity to contribute their unique viewpoints. This type of meeting also helps leaders identify any potential risks or challenges early in order to address them quickly and prevent delays or issues during implementation.

Benefits of a Level 10 Meeting™ 

Level 10 Meetings™ are an incredibly useful tool for any business. This type of meeting allows a team to come together, evaluate their progress on a given project or goal, and discuss any challenges they may have encountered during the process. In short, Level 10 Meetings™:

  • Encourage team collaboration
  • Provide clarity on what needs to be done and when
  • Help ensure that everyone is in alignment with company goals
  • Facilitate actionable discussions and problem solving
  • Increase productivity by focusing on the most important tasks

What Are the Main Elements of a Level 10 Meeting™ Template?

To start planning your own Level 10 Meetings™, you'll need a template that includes:

  • Meeting agenda: A clear structure of the topics to be addressed in the meeting
  • Meeting goal: The primary objective of the meeting
  • Attendees: Who is expected to attend and what roles they play 
  • Discussion questions for team alignment
  • Key performance indicators (KPIs) for tracking progress 
  • Action items for next steps 
  • Follow-up activities to ensure accountability 

Use ClickUp's Level 10 Meeting™  Template for free to organize all these elements and keep everyone on track.

How to Create and Use a Level 10 Meeting™ 

Having a successful Level 10 Meeting™ each week is essential to running an effective organization. Here are the steps to follow when preparing for your meeting:

1. Collect data and metrics.

Before the meeting, you need to gather all of the relevant data and metrics that will be discussed during the meeting. This includes things like customer feedback, financial performance, and employee engagement.

Use custom fields in ClickUp to track key performance metrics and other data points.

2. Set agenda items.

Using the collected data points and metrics, create an agenda for the meeting that will ensure all important topics are discussed in detail. It should include specific items such as current challenges, long-term goals, team highlights, etc.

Use Docs in ClickUp to plan out your meeting agenda ahead of time so everyone knows what to expect.

3. Invite participants.

Invite all members of your team who will be participating in the Level 10 Meeting™ to join in on the discussion at least a few days before the scheduled date. This gives them time to review any documents or materials they may need for the meeting beforehand. Be sure to also include an expected duration for each item on the agenda so people know how much time they need to set aside for it.

Create a recurring task in ClickUp with reminders to send out invites several days prior to your meetings.

4. Ask questions and listen carefully. 

During the actual meeting itself, make sure everyone gets a chance to chime in on each topic that is discussed by asking questions or giving their opinion on certain decisions or ideas being presented by others present at the table.. Listen carefully to input from each individual and consider different perspectives before making any final decisions or taking action on any particular issue or item being discussed..  

Use comments in ClickUp tasks while discussing individual agenda items—this keeps everyone’s ideas organized and helps ensure productive conversations!

5. Capture next steps & assign tasks. 

At the end of every Level 10 Meeting™, capture any next steps that need attention as well as tasks that should be assigned to certain individuals within your organization.. Create a task for each one with due dates within your ClickUp workspace, so nothing gets left unchecked.. 

Create subtasks in ClickUp for each itemized action step—and assign a responsible party!

Troubleshooting Common Mistakes with a Level 10 Meeting™ 

One of the common mistakes that people make when it comes to Level 10 Meetings™ is not setting a clear agenda with deliverables. Without a plan, these meetings can easily become unproductive and unfocused. Additionally, mistakes can include:

  • Failure to properly set achievable goals
  • Not setting clear expectations of attendees
  • Lack of follow-up or actionable items after the meeting has concluded
  • Not allowing enough time for discussion or not providing a good structure to facilitate meaningful dialogue
  • Inadequate communication between members before, during, and after the meeting

Key Takeaways

The Level 10 Meeting™ is an effective tool for improving organizational communication and increasing overall productivity. By bringing the entire team together in an organized, structured manner, it allows for the quick identification of challenges and opportunities. Get started with ClickUp today to manage Level 10 Meetings™ better!


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