L10™ Meetings

To schedule your L10 meeting you can click the Add... button in the top right of your dashboard and select the meeting option, or navigate to the meetings page from the link in the sidebar and then click the Add meeting button.

A popup will appear for your new meeting.

Select an agenda from the dropdown list. These are a pre-populated set of agendas provided by us that follow the EOS recommended meeting structures. We will select the L10 Weekly Meeting - EOS agenda.

The meeting title and description will default to the name and description of the agenda, but you can update these for the meeting you are creating if you wish to.

Then select the date you want to schedule the meeting. There are some helpful date suggestions in the calendar drop down such as End Q1 which will automatically calculate this date for you.

Now select time you wish to schedule the meeting and whether you wish the meeting to repeat.

The repeat options are:

• Does not repeat

• Every week

• Every month

• Every quarter

• Every year

If you select a repeating pattern, an i button will appear. If you hover over the i button you will see a list of dates for the repeating pattern you have chosen.

On the right hand side you can select the team you want the meeting to apply to from the drop down list.

You will also be able to see the available calendar integrations for the meeting if you have set up this up. For more information on integrations check out the deep integrations guide.

Once you're happy with your meeting setup, click the Schedule meeting button. Everyone in the team you have selected will be notified of the meeting and asked to accept or decline the meeting.

Your scheduled L10 meeting will now appear in the My meetings section of your dashboard and in the meetings page if you navigate to it from the sidebar. The meeting will show a number of days that the meeting is away from the current date.

On the day of the meeting the countdown will now show as a Join button. On the meetings page, there is also a countdown to the meeting starting from 12 hours prior to the start time.

Once you have joined your meeting the meeting agenda will be displayed in the left hand sidebar with the time allocated to each part of the meeting.

To start the meeting, click the Start meeting button.

The timer at the top of the sidebar will then begin the clock showing the length of the meeting so far out of the total allocated time for the meeting, for example 15:30 / 01:30:00

The outer ring on the timer is split into sections that represent each part of the agenda. Each section will go green as you enter that part of the meeting. The inner ring counts down the time allocated for that specific part of the agenda. It starts green, and then turns yellow and then finally red to show you're in the last thirty seconds of the allocated time for that section.

Once the time for the current section of the agenda has run out it will automatically move you onto the next section. The current section is highlighted by a coloured border.

If you have completed the section quicker than the allocated time you can use the arrows at the top right hand side of the screen to navigate to the next section, or click on the section you want to move to in the sidebar. However, please note the coloured border will remain around the current section the timer is at until the time for that section runs out.

The L10 Weekly Meeting - EOS® agenda follows the recommended EOS® structure that will help keep your meetings on-track, get your issues solved and keep your business moving forward.

Agenda:

• Segue (5min)

• Scorecard (5min)

• Rock Review (5min)

• Headlines (5min)

• To Do's (5min)

• IDS (60min)

• Conclude (5min)

The page will automatically show the data or prompts for each section of the agenda as you move through it.

Your meeting will start with the Segue. You will see a prompt on the screen for talking points for this section of the meeting.

The Scorecard™ section of the agenda will show all the measurables for the teams in the meeting. You can see all the weekly, monthly, quarterly and annual scorecards via the tabs at the top of the page.

Each measurable shows the owner, the measurable type, title, goal, average, total and the score for each period being measured.

As you complete each measurable, the cell will change to green if you have hit the goal or red if you have not. The scores are shown with the most recent date first and previous scores to the right.

Add a new measurable

To add a new measurable during the meeting click the Add measurable button.

You will then see a popup where you can add the title, an optional description, choose the type of measurable and set the goal. On the right hand side you can select if the measurable is weekly, monthly, quarterly or annually, assign it to a team and give it an owner.

Measurable types

There are five different types of measurable to choose from:

• Number

• Percentage

• Currency

• Yes / No

• Time

Each type has different options to make it flexible to your goal.

Add an issue

If the measurable is off-track and you want to create an issue to be discussed later in the IDS section of the meeting, click on the measurable and it will open the measurables information. On the right hand side there are three dots, this will show you the options for the measurable. Select the Add issue option.

You will then see a popup that automatically has the title of "Metric {title of measurable} is off-track", this can be updated. The type, target and current value are automatically pulled through into the description, which can also be updated, and you can select if this is a short term or long term issue.

The issue automatically gets allocated the status of Discuss from the dropdown. The team and owner of the issue will populate with the person creating the issue on the right hand side, these can be updated to another team or owner if required. You can also allocate the issue a priority level from the dropdown.

Once you click the Add issue button the issue will be added to the list of issues to discuss later in the IDS section of the meeting.

Add a to-do

To create a new to-do for a measurable click on the measurable and it will open the measurables information. On the right hand side there are three dots, this will show you the options for the measurable. Select the Add to-do option.

You will then see a popup that automatically has the title of "Metric {title of measurable} is off-track", this can be updated. The type, target and current value are automatically pulled through into the description, which can also be updated, and you can select if this is a team or private to-do.

The to-do automatically gets allocated the status of To-do from the dropdown. You can allocate the to-do a due date, this automatically populates to 7 days from the current date. The team and owner of the to-do will populate with the person creating the to-do on the right hand side, these can be updated to another team or owner if required. You can also allocate the to-do a priority level from the dropdown.

Once you click the Add to-do button the to-do will be added to the to-do list for the team and owner or just the owner if it's a private to-do.

The Rocks section of the agenda will show all the current company rocks and all rocks allocated by person. Each rock shows the status (off-track, on-track, complete), title, due date and owner. The three dots allows you to edit the rocks, add an issue, create a to-do, make a copy of the rock or delete it.

You can update a rocks status by clicking the status dropdown and selecting if the rock is on-track, off-track or complete.

Adding a new rock

You can add a new rock directly into this section during the meeting by clicking the Add rock button. You will then see a popup where you can complete the rock title, description, add a due date, select whether it is a company rock or individual rock, select a team, the owner of the rock and the status.

The due date will automatically populate as the date for the end of the quarter. This can be edited to any date you choose using the calendar icon.

Add an issue

To add an issue to a rock, click the three dots on that rock and select the Add issue option.

You will then see a popup that automatically has the title of "Rock {title of rock} is off-track", this can be updated. There is also an optional description to add more information and you can select if this is a short term or long term issue.

The issue automatically gets allocated the status of Discuss from the dropdown. The team and owner of the issue will populate with the person creating the issue on the right hand side, these can be updated to another team or owner if required. You can also allocate the to do a priority level from the dropdown.

Once you click the Add issue button the issue will be added to the list of issues to discuss later in the IDS section of the meeting.

Add a to-do

To create a to do for a rock, click the three dots for that rock and select the Create to-do option.

You will then see a popup that automatically has the title of "Rock {title of rock} is off-track", this can be updated. There is also an optional description to add more information for the to-do and you can select if this is team or private to-do.

The to-do automatically gets allocated the status of To-do from the dropdown. You can allocate the to-do a due date, this automatically populates to 7 days from the current date. The team and owner of the to do will populate with the person creating the to-do on the right hand side, these can be updated to another team or owner if required. You can also allocate the to-do a priority level from the dropdown.

Once you click the Add to-do button the to-do will be added to the to-do list for the team and owner or just the owner if it's a private to-do.

Add a milestone

To add a milestone to a rock click the rock or click the three dots and select the Edit option.

This will take you into the rocks information. Where you will see the option to add a milestone with the Add milestone or + buttons.

Once you click the Add milestone or + button a new milestone will appear and will show the status (to-do or complete), the owner, title and due date. The due date will only allow you to select a date up to the due date set for the rocks completion.

You can add as many milestones as you want to between the current date and the due date of the rock and allocate different people to each milestone if required.

The milestones display as a dot for each milestone on the rock. The dot turns green once the milestone has been completed and shows the percentage of milestones complete. If the due date has passed and the milestone still has a status of to-do the dot will turn red.

The headlines for the meeting will be displayed here with their status (backlog, discuss, discussed), title, and owner. The three dots allows you to edit a headline, add an issue, create a to do, copy a headline or delete it.

Add a headline

You can add a new headline during the meeting by clicking the Add headline button. You will then see a popup and be able to add a headline title, optional description, team, owner and status.

You will also a see a Cascading message toggle. This allows the headline to be cascaded to other teams L10 meetings as a headline. You will see a list of your cascading messages in the conclude of the meeting.

Add an issue

To add an issue to a headline, click the three dots on that headline and select the Add issue option.

You will then see a popup that automatically has the title of "Headline {title of headline} is off-track", this can be updated. There is also an optional description to add more information and you can select if this is a short term or long term issue.

The issue automatically gets allocated the status of Discuss from the dropdown. The team and owner of the issue will populate with the person creating the issue on the right hand side, these can be updated to another team or owner if required. You can also allocate the issue a priority level from the dropdown.

Once you click the Add issue button the issue will be added to the list of issues to discuss later in the IDS section of the meeting.

Add a to-do

To create a to-do for a headline, click the three dots for that headline and select the Create to-do option.

You will then see a popup that automatically has the title of "Headline {title of headline} is off-track", this can be updated. There is also an optional description to add more information for the to-do and you can select if this is team or private to-do.

The to-do automatically gets allocated the status of To-do from the dropdown. You can allocate the to-do a due date, this automatically populates to 7 days from the current date. The team and owner of the to-do will populate with the person creating the to-do on the right hand side, these can be updated to another team or owner if required. You can also allocate the to-do a priority level from the dropdown.

Once you click the Add to-do button the to-do will be added to the to-do list for the team and owner or just the owner if it's a private to-do.

The To-Do section shows all the to-dos for the teams in the meeting under the teams tab and all your private to-do's just to you under the private tab. For each to-do you will see the priority, status (to-do or solved), title, owner and team.

Updating the status

As your team goes through each to-do and says if it's solved or not solved you can update the status from the dropdown menu on the to-do.

Add an issue

If a to-do has not been solved and you need to create an issue click on the three dots on the to-do and select the Add issue option.

You will then see a popup that automatically has the title of "To-do {title of to-do} is off-track", this can be updated. There is also an optional description to add more information and you can select if this is a short term or long term issue.

The issue automatically gets allocated the status of Discuss from the dropdown. The team and owner of the issue will populate with the person creating the issue on the right hand side, these can be updated to another team or owner if required. You can also allocate the issue a priority level from the dropdown.

Once you click the Add issue button the issue will be added to the list of issues to discuss later in the IDS section of the meeting.

The IDS (Identify, Discuss, Solve) section is the part of your meeting where any issues that have been created either before or during the meeting can be prioritised and discussed.

Each issues shows the priority, status (discuss or solved), title, owner and team. There is also three dots which shows you the options to edit the issue, create to do, make a copy of an issue or delete it. The issues are split into short term and long term issues via the tabs at the top of the screen.

Prioritizing issues for discussion

When you hover over an issue a Select button will appear on the right hand side.

When you click Select that issue will be given a priority number from the order in which you clicked it e.g. The first issue you click Select on will become priority one for discussion, the second issue you click Select on will become priority two etc.

The issues that you prioritise will be shown at the top of the IDS list under the Prioritized banner in ascending order with the priority number shown. If you hover on an issue in the priorities list you will see an up and down arrow that allows you to move them up or down the priorities list. There is also a deselect button you can click if you no longer want that issue to be a priority and it will be moved back to the issues list at the bottom.

Add a to-do

To create a new to-do for an issue that has been discussed click the three dots on the issue and select the Create to-do option.

You will then see a popup that automatically has the title of "To do title", this can be updated. The description will also automatically populate with "From issue: {Title of issue}", this can also be updated and you can select if this is team or private to-do.

The to-do automatically gets allocated the status of To-do from the dropdown. You can allocate the to-do a due date, this automatically populates to 7 days from the current date. The team and owner of the to-do will populate with the person creating the to-do on the right hand side, these can be updated to another team or owner if required. You can also allocate the to-do a priority level from the dropdown.

Once you click the Add to-do button the to-do will be added to the to do list for the team and owner or just the owner if it's a private to-do.

The conclude section of the agenda brings together a summary of everything that has happened in the meeting.

You will see the to-dos that have been created, the headlines for the meeting that have been set as cascading messages and a list of invited attentees.

Attendance

For each person invited to the meeting there is an absent toggle that you can turn on if they did not attend the meeting. If you mark them as absent their ability to rate the meeting will also be removed.

Meeting Rating

Each person can allocate the meeting a rating out of 10 from the dropdown. There is an average meeting rating calculated at the bottom of the list of attendees.

Once you are happy to bring the meeting to an end you can choose to send a recap email by turning the send meeting recap email toggle on. You can also preview what this email will look like by clicking the magnifying glass icon.

To close the meeting click the Conclude meeting button. This will end the meeting for everyone and send the recap email if it has been turned on.