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EOS One Help Center

Create a Quarterly Meeting

In addition to creating a Level 10 Meeting™ or Same Page Meeting®, you can create a Quarterly Meeting by using the Custom Meeting function! Follow the below instructions to create your Quarterly Meeting.

  1. From the Dashboard, click the plus button to the right of "Meetings."
  2. Click “Custom Agenda” to begin building your Quarterly Meeting. 
  3. Begin by adding new meeting segments. Click “Add Section” to add your new meeting segment. Give the agenda item a name, and then select what content you would like the segment to contain from the “Add to Agenda Item” dropdown. Choices include an editable notepad and the Level 10 Meeting segments. The segments of a Quarterly Meeting can be found below
  1. Check-In: 15 minutes
    1. Segue
    2. Notepad (Personal and business best from the quarter, what is working and not working, and expectations for the meeting)
       
  2. Review Prior Quarter: 30 minutes
    NOTE: Prior to running this meeting, add your meeting’s Rocks to this meeting. Instructions on having Rocks appear in multiple meetings can be found here.
    1. Rocks
    2. Notepad (Grade Last Quarter)
       
  3. Review V/TO®: 1 hour
    NOTE: Prior to running this meeting, print your V/TO. Instructions on how to do so can be found here. Alternatively, you can put a link to your V/TO in EOS One through hyperlinked text in the notepad.
    1. Notepad (Provides a space for any notes/comments)
       
  4. EOS® Tools: 1 Hour
    1. Notepad
       
  5. Rocks: 2 hours
    1. Notepad (Provides a space to add new Rocks)
      NOTE: Previous Rocks need to be removed, and these new Rocks will have to be entered on the Meeting page of the appropriate meeting after the Quarterly meeting concludes. Instructions on doing so can be found here.

  6. IDS: 3 hours
    1. IDS
       
  7. Next Steps: 7 minutes
    1. Notepad
       
  8. Conclude: 8 minutes

 

 
  1. Edits to the order and length of each meeting segment can be made on the right side of the screen. Simply drag and drop the segments to reorder them, click a segment’s icon to change it, click the time dropdown to increase or decrease the length of the segment, and click the trash can to remove the segment.

 
  1. Next, select the attendees of the meeting. You can click in the search bar of the “Attendees” section to see everyone who is currently a member of your organization. You can also type the name of the person you would like to add and select them from there.
  2. Finally, give your meeting a name and set the date and time of when the meeting will run. For the Quarterly Meeting, make sure to select "Meet as needed (no set schedule)" under the date and time of the meeting.
  3. Click “Create Meeting,” and the meeting will now appear on your homepage!