Using Trello to Streamline an EOS Level10 Meeting

September 2, 2015

Using Trello to Streamline an EOS Level10 Meeting

EOS stands for Entrepreneurial Operating System. It’s a collection of concepts, structures and practices to help companies align their strategic vision with the day to day actions necessary to realize it. The system was design by Gino Wickman and is definitely a tool businesses should have in their toolbox.

One of the secrets behind the EOS model are meetings called Level 10’s. These meetings create the pulse for movement and transformation within a company. Today I’d like show you a real world method for managing one of these meetings using a great new online tool called Trello.

Some Basics of Trello

The first thing to understand is how the Trello application helps to organize information. Basically there are three basic components to know.

A “Board” is a collection of list and cards that contain information about a project, or company, or initiative. For us we have a Level 10 meeting board for our executive team, our management team, and our front-line teams. You can have as many boards as you like, and organize them however you need to.

trello-boards

A “List” is a collection of cards within a board. You can have as many lists as you like, and can organize them how you wish.

trello-lists

A “Card” is a collection of thoughts, tasks, notes, or actions. You associate your cards to list, and can move them around and change the order however you want.

Trello-cards

The sticky note project management concept is pretty straightforward, but here’s a youtube video if you want to dig a little deeper.

Running Our EOS Meeting with Trello

To see how this applies to EOS, let’s take a look at our Aweomm Level 10 Board. We work from left to right, and have organized our lists to follow that natural path. If you prefer your lists in another order, go for it.

trello-awecomm-level-10-meeting

First we have our Level 10 Meeting list, which has our meeting agenda. This outlines the topics of the meeting, as well as defines the time allotted to each section. If you are using a Chrome Plugin like Plus for Trello, you can even track this time and report against it.

For the scorecard review portion of the meeting, we keep an updated scorecard linked to the Scorecard Review card within the agenda list. This gives us a very quick way to access the scorecard and run through our review. Any items not on track are noted in the issues list to discuss later.

Next we review our Awecomm Rocks list, which holds cards for each of the quarterly rocks we are focused on. Again like scorecard items, if something is off track we move the specific card to the issues list to discuss later. (Our specific rocks have been purposely blurred out) Usually we have one card per rock. That card is assigned to the owner of the rock, and inside of each card are checklists that outline the milestones we need to complete. As they are completed we check them off from within the card, which then shows a progress indicator directly on the card.

Running through the agenda, we get to the To-Do list. The To-Do list contains any actionable items derived from either the last meeting, or from another level 10 meeting board that was transferred over. Each card is assigned to only one person, and a date is specified to make sure tasks are completed on time. Once a date is assigned, Trello send automatic notifications to the owner of the card letting them know the date is approaching. When tasks are completed we archive the cards so we can always reference them later.

Now the real power of the EOS meeting, the issue handling process. At all times, our teams are collecting any potential issues and adding cards on the issues lists within our Level 10 boards. With Trello, we can easily organize and sort the issues, move them around, convert them to tasks, and copy or move them to other boards, which makes processing the issues, cascading messages and assigning work extremely easy and accurate.

Lastly, we have a VTO list which contains our corporate vision, mission, values, and strategies. This is open for all teams and all team members. It’s not necessarily a part of the Level 10 meeting, but we have found the transparency really helps get our company focused in the right direction.

I hope this real world example helps spark some ideas for how you can use tools like this to manage internal corporate governance process. Trello has been great for us, and we have used it in countless applications, from meetings organization, to development project management!

If you are curious about EOS or Trello, I encourage you to check out their websites and learn more.

Brent A. Yax

CEO - Brent is the master architect behind the whole of Awecomm Technologies. He rarely sleeps and is always working harder to stay on the cutting edge of how technologies and businesses can interoperate most successfully, constantly pushing for new horizons.

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