Level 10 meeting template (EOS weekly meeting, free)
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This level 10 meeting template follows the weekly leadership meeting agenda from the Entrepreneurial Operating System (EOS), described by Gino Wickman in Traction: segue, scorecard, rock review, customer and employee headlines, to-do list, IDS (identify, discuss, solve) and conclude. The agenda is fixed on purpose: the same 90 minutes, the same day and time every week, with the first 25 minutes for reporting only and an hour for solving issues.
The notes a level 10 produces are short. What matters is the to-do list and the issues list, which carry from week to week. Download the Word file, copy the plain text, or read the example from a landscaping company's leadership team.
Word file (.docx), free and without signing up. Opens in Google Docs and Pages too.
What’s in the template
The minutes open with these details:
- Company
- Team (e.g. leadership team)
- Date
- Time started (same day and time each week)
- Time ended
- Facilitator
- Scribe
- Present
- Absent
- Quarter (for the rocks being reviewed)
Then the body follows the meeting in this order:
- 1. Segue (5 minutes) — Each person shares one piece of personal good news and one piece of business good news. Note that it happened; do not minute the content.
- 2. Scorecard review (5 minutes) — Five to fifteen weekly numbers, each with an owner and a goal. Read each as on track or off track. Off-track numbers go to the issues list. No discussion here.Measurable: · Owner: · Goal: · This week: · On track / off track:
- 3. Rock review (5 minutes) — Each quarterly rock, company and individual, reported as on track or off track by its owner. Off-track rocks go to the issues list.Rock: · Owner: · On track / off track:
- 4. Customer and employee headlines (5 minutes) — One-sentence headlines, good or bad, about customers and employees. Anything that needs discussion goes to the issues list.
- 5. To-do list (5 minutes) — Last week's to-dos, each reported done or not done. To-dos are seven-day commitments; aim for 90 percent done. A to-do not done for two weeks becomes an issue.To-do: · Owner: · Done / not done:
- 6. IDS: issues list (60 minutes) — List every issue, pick the three most important, then take them one at a time: identify the real issue, discuss it once, solve it. A solved issue produces a to-do. Then pick the next.Issue: · Identified (the real issue): · Solution: · To-do created (owner, due in 7 days):
- 7. Conclude (5 minutes) — Recap the new to-dos, agree what to communicate to the rest of the company and who will do it, and each person rates the meeting from 1 to 10.To-dos recapped: · Cascading messages (what, to whom, by whom): · Ratings (each person, 1 to 10): · Average:
At the end: to-do list and issues list, as tables you can keep across meetings.
The template
Download it as a Word file, or copy the text version into your own document.
Level 10 Meeting Notes Company: Team (e.g. leadership team): Date: Time started (same day and time each week): Time ended: Facilitator: Scribe: Present: Absent: Quarter (for the rocks being reviewed): 1. Segue (5 minutes) [Each person shares one piece of personal good news and one piece of business good news. Note that it happened; do not minute the content.] 2. Scorecard review (5 minutes) [Five to fifteen weekly numbers, each with an owner and a goal. Read each as on track or off track. Off-track numbers go to the issues list. No discussion here.] Measurable: Owner: Goal: This week: On track / off track: 3. Rock review (5 minutes) [Each quarterly rock, company and individual, reported as on track or off track by its owner. Off-track rocks go to the issues list.] Rock: Owner: On track / off track: 4. Customer and employee headlines (5 minutes) [One-sentence headlines, good or bad, about customers and employees. Anything that needs discussion goes to the issues list.] 5. To-do list (5 minutes) [Last week's to-dos, each reported done or not done. To-dos are seven-day commitments; aim for 90 percent done. A to-do not done for two weeks becomes an issue.] To-do: Owner: Done / not done: 6. IDS: issues list (60 minutes) [List every issue, pick the three most important, then take them one at a time: identify the real issue, discuss it once, solve it. A solved issue produces a to-do. Then pick the next.] Issue: Identified (the real issue): Solution: To-do created (owner, due in 7 days): 7. Conclude (5 minutes) [Recap the new to-dos, agree what to communicate to the rest of the company and who will do it, and each person rates the meeting from 1 to 10.] To-dos recapped: Cascading messages (what, to whom, by whom): Ratings (each person, 1 to 10): Average: To-do list No. | To-do | Owner | Due (7 days) | Done Issues list No. | Issue | Raised by | Status (open / solved / dropped)
What a level 10 meeting is
The level 10 meeting is the weekly leadership meeting in EOS, the Entrepreneurial Operating System set out in Gino Wickman's book Traction. It is 90 minutes long, held on the same day at the same time every week, starts and ends on time, and always follows the same agenda. The name refers to the rating at the end: each person scores the meeting out of ten, and the aim is a consistent ten.
Most of the agenda is reporting, done fast, with no discussion. The point is to surface everything that is off track, put it on the issues list, and spend the bulk of the meeting solving the most important issues rather than talking around all of them.
Why the first 25 minutes are reporting only
Scorecard, rocks, headlines and to-dos are each five minutes because they are read, not discussed. The only words needed are "on track" or "off track", "done" or "not done". Anything that provokes a conversation is dropped to the issues list with a word or two, and the meeting moves on. Teams new to the format find this hard; the facilitator's job in the first months is mostly to say "issues list" and keep going.
How to record IDS
- Identify: write the issue as the team restated it, which is often not how it was first raised. "Crew leader hiring" may become "our pay band is below the market".
- Discuss: do not minute the discussion. Everyone says what they need to say once; the scribe waits.
- Solve: write the solution in one sentence and the to-do it creates, with an owner and a due date within seven days. If the solution needs more than a to-do, it may be a rock for next quarter; note that instead.
- Record issues that were listed but not reached. They stay on the list for next week, in priority order.
What to leave out and common mistakes
- The content of the segue. It builds the team; it does not need a record.
- Discussion during scorecard or rock review. If it happens, it is an issue and goes on the list.
- To-dos that are really projects. A to-do is done in seven days; anything longer is a rock or a series of to-dos.
- Rolling to-dos. A to-do not done two weeks running is an issue about the to-do, not a longer to-do.
- Skipping the rating because the meeting ran over. Running over is exactly the reason to rate it, and to say why.
Rating the meeting
Each person gives a number from 1 to 10 and, if it is below 8, says in one sentence what would have made it higher. Record the numbers against names and the average. Over a quarter the ratings show whether the team is getting better at the format; a run of sevens with the same reason is itself an issue for the list.
Example: filled-in level 10 meeting
What the template looks like once it’s been used. The organisation and people are made up.
Level 10 meeting notes, Greenline Landscaping leadership team
Company: Greenline Landscaping
Team: Leadership team
Date: Monday 20 April 2026
Time: 8:00 am to 9:30 am
Facilitator: Carmen Vasquez, Integrator
Scribe: Yvonne Adeyemi
Present: Dale Pruitt (Visionary), Carmen Vasquez (Integrator), Troy Lindqvist (Operations), Marcus Bell (Sales), Yvonne Adeyemi (Finance)
Absent: None
Quarter: Q2 2026 rocks
1. Segue
Personal and business good news shared by all five.
2. Scorecard review
Weekly revenue: $186,000 against goal $175,000, on track (Marcus Bell). Crews on schedule: 94% against goal 95%, off track, to issues list (Troy Lindqvist). New estimates sent: 31 against goal 25, on track (Marcus Bell). Accounts receivable over 60 days: $48,000 against goal under $40,000, off track, to issues list (Yvonne Adeyemi). Safety incidents: 0 against goal 0, on track (Troy Lindqvist). Customer complaints: 2 against goal under 3, on track (Carmen Vasquez).
3. Rock review
Hire two crew leaders by 30 June (Troy Lindqvist): off track, to issues list. Launch the maintenance contract tier (Marcus Bell): on track. Routing software live for all crews (Carmen Vasquez): on track. Reduce AR over 60 days to $30,000 (Yvonne Adeyemi): off track, to issues list. Company rock, open the second yard (Dale Pruitt): on track.
4. Customer and employee headlines
Customer: Oakridge Commons homeowners association renewed for three years. Customer: the Parkside clinic complained about Thursday's blower noise before 8 am; to issues list. Employee: crew leader Sam Reyes has given notice, last day 8 May; to issues list.
5. To-do list
Six of seven to-dos done. Not done: send routing software login to all crew leaders (Carmen Vasquez), carried to this week. Done: draft maintenance tier pricing, call three overdue accounts over $5,000, book the yard lease walkthrough, post crew leader job listings, confirm mulch supplier pricing for May, schedule the forklift inspection.
6. IDS
Issues listed: crew leader hiring and Sam Reyes's notice (combined); AR over 60 days; crews on schedule at 94%; routing software training; Parkside clinic noise. Top three chosen: hiring, AR, routing training.
Issue 1, crew leader hiring. Identified: the listings have had 20 applicants in six weeks and all declined at the offer; the pay band is below what two competitors advertise. Solved: raise the crew leader band by $2 an hour effective 1 May and reissue the listings. To-do: Troy Lindqvist to reissue listings with the new rate by 24 April. To-do: Yvonne Adeyemi to update payroll bands by 1 May.
Issue 2, AR over 60 days. Identified: nobody owns collection calls; they happen when Yvonne has time. Solved: the finance assistant calls every account over 30 days each Tuesday and reports the list on Thursday. To-do: Yvonne Adeyemi to brief the assistant and start calls on 21 April.
Issue 3, routing software training. Identified: crew leaders have the app but no one has shown them the day-start routine. Solved: Carmen runs a 20-minute session at Thursday's toolbox talk. To-do: Carmen Vasquez, 23 April.
Not reached, carried: crews on schedule at 94% (expected to improve with routing); Parkside clinic noise (Marcus Bell to call the clinic as a to-do without discussion).
7. Conclude
To-dos recapped, five new. Cascading message: Troy Lindqvist tells all crews about the new crew leader pay band at Thursday's toolbox talk, before the listings go out. Ratings: Dale 8, Carmen 9, Troy 8, Marcus 7 (the hiring discussion ran long), Yvonne 9. Average 8.2. Meeting ended 9:30 am.
Action items
| No. | Action | Owner | Due |
|---|---|---|---|
| 1 | Reissue crew leader listings at the new pay rate | Troy Lindqvist | 24 April 2026 |
| 2 | Update payroll pay bands for crew leaders | Yvonne Adeyemi | 1 May 2026 |
| 3 | Brief finance assistant and start weekly collection calls | Yvonne Adeyemi | 21 April 2026 |
| 4 | Run routing app day-start session at the toolbox talk | Carmen Vasquez | 23 April 2026 |
Tips for level 10 meeting
- Keep the issues list in the same document from week to week and add to it between meetings; the meeting starts with the list already populated.
- Write to-dos as a verb and an outcome: "reissue listings at the new rate", not "hiring". The Friday check is then unambiguous.
- Note the time each section ended for the first two months. The notes will show exactly where the meeting drifts.
- Record off-track scorecard numbers with the actual figure, not just the status, so the trend is visible across weeks.
- If the same issue is solved twice in a quarter, the first solution was not the real issue. Write that down as the new issue.
Related templates
- Team meeting minutes template — The weekly meeting of one team: last week's numbers, blockers, decisions and this week's priorities.
- Staff meeting minutes template — The regular all-staff meeting of an office, clinic or branch: updates, policy changes, schedules and recognition.
- Project meeting minutes template — The weekly status record: where each workstream stands, which milestones moved, what changed on the risk log and what was decided.
- Meeting notes with action items template — Notes built around a running action register, for recurring meetings where last week's actions are this week's first agenda item.
- All meeting minutes templates
Or let the notes write themselves
A template helps when you’re the one typing. If you’d rather not be, an AI note taker can draft the summary and action items for you. Most send a bot into the call; QuietNote captures from your own computer instead, so nothing joins the meeting and you decide when capture starts. It’s in private beta. Whatever you use, read the draft before you send it, and tell attendees you’re recording where the rules require it.
Questions
What is a level 10 meeting?
It is the weekly leadership team meeting in EOS, the Entrepreneurial Operating System described in Gino Wickman's book Traction. It runs 90 minutes on the same day and time each week and follows a fixed agenda: segue, scorecard, rocks, headlines, to-do list, issues (IDS) and conclude. Most of the time is spent solving the most important issues.
What is the level 10 meeting agenda?
Segue (5 minutes of good news), scorecard review (5), rock review (5), customer and employee headlines (5), to-do list review (5), IDS, which stands for identify, discuss and solve the issues list (60), and conclude (5): recap to-dos, agree cascading messages and rate the meeting. The timings add up to 90 minutes.
Why is it called a level 10 meeting?
Because of the rating at the end. Each person scores the meeting from 1 to 10, and the goal is for the team to consistently rate it a ten. Anyone scoring below eight says what would have made it higher, and that feedback is used to improve how the meeting is run the following week.
Who attends a level 10 meeting?
The leadership team: in EOS terms the visionary, the integrator and the people who own the major functions such as sales, operations and finance. Typically three to seven people. Departmental teams can run their own level 10 meetings with the same agenda, and issues that need the leadership team are passed up to its list.
What does IDS mean in a level 10 meeting?
Identify, discuss, solve. The team lists its issues, picks the three most important, and works through them one at a time. Identify means agreeing what the real issue is, which is often not how it was first stated. Discuss means everyone says their piece once. Solve means a decision and a to-do with an owner and a seven-day due date.
Can an AI note taker be used for a level 10 meeting?
It can capture the IDS discussion and draft the to-dos, which is useful because the scribe is also a participant. The scorecard, rocks and to-do statuses should be recorded by the scribe directly in the team's tracker, since the AI tool only hears "on track" and "done" and the value is in the list those words update.
Sources
Checked on 5 October 2026. Vendors change their settings and prices often; follow the links for the current version.