How to streamline EOS® Level 10 Meeting™ prep and follow-up

If you’re ever flying around at the last minute trying to get everything together for your weekly Level 10 Meeting, you’re not alone. As Linda Maclachlan from entara admitted, “The actual process of updating spreadsheets and lists for the next Level 10 Meeting was cumbersome, and there were admittedly a few weeks when the updating didn’t happen, and we worked from last week’s marked-up copies.”

Sound familiar? If it does, don’t worry—there’s a way to streamline prep and follow-up for your Level 10 meetings, helping to eliminate frustrations and give back precious time in your day. Here are four ways Traction® Tools can help!

Automate your pre- and post-meeting activities

Traction Tools automates the entire Level 10 Meeting preparation process. With an integrated agenda and collaborative To-Dos and Issues, you don’t have to lift a finger.

Between organizing To-Dos, noting resolved Issues and cascading information to other teams, post-Level 10 Meeting activities can really eat up your day. But not anymore! Now, To-Dos are automatically sent to the right people, with Issues marked as “solved” right in the Traction Tools software, letting you jump straight back into a fully-optimized workday.

Automatic To-Do reminders

When you set up automatic To-Do reminders,  you get updates on all your To-Dos 24 and 48 hours before they’re due right in your inbox. Anything past due will be called out and easy to see, helping you and your team boost accountability and drive performance while saving precious time. (To-Dos are also easily viewed at any time in your personal Workspace.)

Keep everything in one spot

When you’re running on EOS, there’s a lot to keep track of. You’ve got your meeting notes, To-Dos, Scorecard™ metrics, Level 10 Meeting agenda, and Accountability Chart™, Rocks…the list goes on. All of these tools are insanely useful, but corralling them in one place can make Level 10 Meeting and prep all kinds of crazy.

With Traction Tools, you can keep all of tools in one, easy-to-use platform. Using the permissions-based infrastructure, everyone on your team can access what they need from anywhere, at any time—including  individual To-Dos, Scorecard metrics and even your organization’s core values.

Create To-Dos and Issues in a flash

Capturing Issues and To-Dos just got easier. Anyone can add an Issue or take a To-Do at anytime—before or during your Level 10—from anywhere, even from your mobile phone. Each Issue and To-Do is viewable from within the Level 10 Agenda as well as your Workspace.

You can even take notes in individual Issues and To-Dos to add clarity!

Streamline Level 10 Meetings with Traction Tools

No more hunting for the right document, and no more switching back and forth between a million applications. Instead of focusing on running  the meeting, the meeting itself can finally take center stage.

“You save me at least an hour a week getting scorecards and agendas ready for the Level 10.” – Doug Andersen from Magnet 360

Ready to experience the time savings for yourself? Get a 30-day free trial of Traction Tools today.


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  • Kathy Mayfield
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