EOS Level 10 Meeting Agenda Software

Highlights:

  • Run your weekly EOS Level 10 Meetings
  • Automatically generate your next Level 10 Meeting agenda
  • Efficient and effective meetings

The Entrepreneurial Operating System (EOS) is a business methodology used by organizations to help create better structure and processes in their businesses. A core piece of EOS is regular, weekly, structured meetings, called Level 10 Meetings. Tadum is perfect for helping your organization run Level 10 Meetings effectively! Tadum automates agenda preparation week to week, provides the structure to keep a record of past meeting minutes, and keeps your team connected.

Run your weekly EOS Level 10 Meetings

Level 10 Meetings have a particular structure and agenda sections. The built-in agenda sections in Tadum perfectly match to these to make it easy to run your EOS Meetings.

Segue → Discussions

Segue in Tadum

In this section, each person shares one personal and one business highlight from the past week. Tadum agendas are accessible by everyone included in the meeting at any time, at the same time. This means when the agenda is sent out everyone can add their highlight prior to the meeting to keep things moving quickly.

Scorecard Review → Metrics

Scorecard review in Tadum

Here you update and report on metrics that everyone is being measured on for performance. In Tadum you can add metric updates on a rolling basis to keep track of what you posted in the last 2 weeks, compared to this week. You can also label your Metrics as On Target, At-Risk or Off Target.

Rock Review → Updates

Rock review in Tadum

In the rock review, each person shares the status of their 90-day goals (“Rocks”) as either on track or off track. In Tadum, you label your Rocks as On Target, At-Risk or Off Target. You can see, at a glance, the status of your team member's Rocks.

Customer/Employee Headlines → Discussions

Customer/employee headlines in Tadum

Headlines are a quick report of good news and bad news about customers and employees. Just like the Segue section, this is a great place for your team to fill in their headlines prior to the meeting.

To-Do List → Todos

To-do list in Tadum

In this section, each person shares the status of their previously assigned To-Dos as done or not done. In Tadum, your Todos stay on the agenda and automatically roll forward until they are marked as done. Todos in Tadum also have to have a person and a due date assigned to them. This helps encourage accountability in your team and makes sure they don’t get missed or forgotten.

Issues: Identify/Discuss/Resolve (IDS) → Discussions

IDS in Tadum

Create and prioritize an issues list and then go through the IDS process starting with the highest priority. This is the meat of your meeting and Tadum makes it easy to solve issues and record what was discussed.

Conclude → Metrics

Conclusion section in Tadum

Here you recap the Todos for the next meeting and have each person rate the meeting from 1 to 10. Like the Scorecard review, the Tadum Metrics section lets you see the past 2 meeting ratings to help keep an eye on how everyone is rating your team meetings.

To see an example of what this looks like in Tadum, check out our Level 10 Meeting Template

Automatically generate your next Level 10 Meeting agenda

Set your Level 10 Meeting Agenda up in Tadum once and it will automatically roll forward when you finish each meeting. With Tadum, you take your meeting minutes in your agenda and mark items either Open/Tabled/Done or On Target/At-Risk/Off Target, depending on the section type. Agenda items that are marked as Done are pulled off the agenda when you close the meeting. They are saved in read-only meeting minutes. Everything else stays on the agenda for subsequent meetings until you mark it as Done or remove it. This makes preparing for your next meeting fast and easy.

To get started, take a look at our Level 10 Meeting Template to see what it looks like in Tadum and then sign up for our free basic account to give it a try!

Efficient and effective meetings

An important part of the EOS philosophy and Level 10 Meetings is keeping your meetings on time and efficient. Tadum supports this in a number of ways.

  1. First, one of the most important parts of a Level 10 Meeting is that structure - you can only put into it what it lets you. That's what tadum does! Tadum gives you an easy way to set up the EOS meeting agenda structure listed above and stick to it!
  2. Tadum also sends out an agenda reminder to the meeting organizer prior to the meeting so that it isn’t forgotten or done last minute.
  3. Your prep time is sped up significantly because Tadum agendas automatically roll forward with all open items. You don’t have to dig through the last meeting minutes or try to remember what was discussed. All the outstanding items from last meeting are already there, so all you have to do is add new business.
  4. Because the agenda is done ahead of the meeting, it can be sent to the meeting attendees in advance too They can update their own information into the Segue, Scorecard, Rocks, Headlines, Todos, and Issues. Everyone comes into the meeting prepared with clear expectations for what will be covered.
  5. Finally, your meeting minutes are automatically generated and saved as read-only when you finish your meeting so you have a history of past discussions and they are easy to access at any time.

Keep your team connected and on track

Everyone can access a Tadum agenda at the same time, in real-time. Everyone who is part of that meeting has access to past, read-only meeting minutes to look up what happened at past meetings, and everyone also has access to the upcoming agenda to add new items, like highlights or headlines, update their Scorecard or Rocks, and add Discussions to the IDS section. During the meeting, everyone can also add comments, mark items as Done, and easily follow along in the agenda.

Summary

Tadum makes running your Level 10 Meetings a snap. You can quickly set up your agenda in the EOS structure. Once you set it up the first time, preparing for each subsequent meeting is fast and easy. Your next agenda is automatically generated with all your open items and all those items stay on the agenda until they are marked as done or deleted. You get a reminder to create update the agenda and can share it with your team. They can add their updates in real-time so everyone arrives to the meeting prepared. Once you have finished your awesome, well-structured Level 10 Meeting, read-only meeting minutes are automatically generated. Everyone has easy access to look up past decisions or discussions or get caught up on a missed meeting.

Seems like a no-brainer! Take a look at our Level 10 Meeting Template to see what it looks like in Tadum and then sign up for our free basic account to give it a try!

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