Skip to main content

SOPSOP A documented set of step-by-step instructions compiled by an organization to help workers carry out complex routine operations.: Running the Weekly L10L10 A weekly 90-minute leadership meeting with a strict agenda designed to maintain alignment, accountability, and solve issues. Meeting (Microsoft Stack Edition)

System: 01 Management & Leadership
Tooling: Microsoft Teams, Microsoft LoopMicrosoft Loop A collaboration app used as the organization's 'Brain' to store living documents, AKUs, and meeting notes., Microsoft PlannerPlanner Microsoft Planner, a visual task management tool used to track tasks, issues, and project progress.
Participants: Leadership Team
Duration: 90 Minutes
Frequency: Weekly (Same day, same time)

1. Setup & Pre-Work​

  • Location: Dedicated Microsoft Teams Meeting (Recurring).
  • The Agenda (Loop): A shared Microsoft LoopMicrosoft Loop A collaboration app used as the organization's 'Brain' to store living documents, AKUs, and meeting notes. Component or Page pinned to the Teams Meeting chat. This allows live, concurrent editing.
  • The ScorecardScorecard A weekly report of 5-15 key metrics that gives a quick pulse on the health of the business. (Excel): A shared Excel file in the "Management" Team channel.
  • The Issues List (PlannerPlanner Microsoft Planner, a visual task management tool used to track tasks, issues, and project progress.): A dedicated Bucket in Microsoft PlannerPlanner Microsoft Planner, a visual task management tool used to track tasks, issues, and project progress. named "Issues List (IDSIDS A problem-solving framework used in L10 meetings to prioritize issues, find root causes, and assign actionable tasks.)".

2. The Agenda (90 Minutes)​

A. Segue (5 Minutes)​

  • Goal: Switch gears from "working in the business" to "working on the business."
  • Activity: Each person shares one personal best and one business best from the past week.
  • Scribe: Records these in the Loop component.

B. ScorecardScorecard A weekly report of 5-15 key metrics that gives a quick pulse on the health of the business. Review (5 Minutes)​

  • Goal: Review 5-15 key metrics (KPIsKPI A measurable value that demonstrates how effectively a company is achieving key business objectives.) to see if we are on track.
  • Activity: Screen share the Excel ScorecardScorecard A weekly report of 5-15 key metrics that gives a quick pulse on the health of the business..
  • Process:
    • Read the metric.
    • Owner says "On Track" or "Off Track."
    • Rule: No discussion. If it's off track, it drops to the "Issues List" (PlannerPlanner Microsoft Planner, a visual task management tool used to track tasks, issues, and project progress.) to be discussed later.

C. Rock Review (5 Minutes)​

  • Goal: Review quarterly priorities (RocksRocks The 3-7 most important priorities for the company or an individual to achieve over the next 90 days (Quarter).).
  • Activity: Review the "RocksRocks The 3-7 most important priorities for the company or an individual to achieve over the next 90 days (Quarter)." section in the Loop component.
  • Process: Owner says "On Track" or "Off Track." Off track items go to the PlannerPlanner Microsoft Planner, a visual task management tool used to track tasks, issues, and project progress. Issues List.

D. Customer/Employee Headlines (5 Minutes)​

  • Goal: Share good/bad news about people.
  • Activity: Quick round-table.
  • Process: Add any items requiring action to the PlannerPlanner Microsoft Planner, a visual task management tool used to track tasks, issues, and project progress. Issues List.

E. To-Do List Review (5 Minutes)​

  • Goal: Accountability for last week's tasks.
  • Activity: Open Microsoft PlannerPlanner Microsoft Planner, a visual task management tool used to track tasks, issues, and project progress. > "To-Do" Bucket.
  • Process: Review tasks assigned last week. Result is "Done" or "Not Done."
  • Target: 90% completion rate.

F. IDSIDS A problem-solving framework used in L10 meetings to prioritize issues, find root causes, and assign actionable tasks. (Identify, Discuss, Solve) - (60 Minutes)​

  • Goal: Solve the biggest problems.
  • Activity: Open Microsoft PlannerPlanner Microsoft Planner, a visual task management tool used to track tasks, issues, and project progress. > "Issues List" Bucket.
  • Process:
    1. Prioritize: Pick the top 3 issues.
    2. Identify: Dig down to the root cause. (Don't just treat the symptom).
    3. Discuss: Everyone shares their view.
    4. Solve: Create a New Task in PlannerPlanner Microsoft Planner, a visual task management tool used to track tasks, issues, and project progress. assigned to a specific person with a due date.
    5. Close: Mark the Issue as "Complete" once the solving task is created.

G. Conclude (5 Minutes)​

  • Recap: Read the new To-Dos created in this meeting.
  • Rating: Each person rates the meeting 1-10 on effectiveness. Average should be >8.

3. The "Loop" Agenda Template (Copy/Paste this into Loop)​

# Weekly L10 Meeting
**Date:** @Today

## 1. Segue (Personal/Business Bests)
*   [Name]:
*   [Name]:

## 2. Scorecard Review
*   [Link to Excel Scorecard]
*   Issues added to Planner? [ ]

## 3. Rock Review
*   [Rock 1] - Owner - Status
*   [Rock 2] - Owner - Status

## 4. Headlines
*   Customer:
*   Employee:

## 5. To-Do Review (Last Week)
*   [Link to Planner Board]

## 6. IDS (Issues List)
*   Prioritize Top 3 in Planner.
*   Create actionable To-Dos.

## 7. Rating (1-10)
*   [Name]:
*   [Name]: