Our leadership team spends the first fifteen minutes of our weekly Level 10 Meeting catching up on status updates instead of solving problems. How do we use AI to automate our meeting prep so we can jump straight into IDS?

Question

Tyler Smith · Accepted Answer

The Level 10 Meeting™ is designed to maximize leadership team efficiency, but too many teams waste valuable time on status updates instead of solving issues. You can use AI to completely streamline your pre-meeting workflow so your team arrives fully informed and ready to IDS®.

Set up a simple automated workflow that triggers twenty-four hours before your meeting. Have your system gather the current status of all team Rocks, recent Scorecard numbers, and department milestones. Run this aggregated data through an AI tool configured to analyze operational health.

Instruct the AI to generate a concise, one-page pre-meeting briefing for the leadership team. This briefing should highlight three specific areas:
- Any Scorecard measurables that have missed their target for three consecutive weeks.
- Rocks that are currently marked as off-track, along with the documented obstacles.
- Potential issues that need to be added to the IDS list based on recent client feedback or project delays.

Distribute this briefing to the leadership team on the morning of the meeting. This process ensures everyone has reviewed the data beforehand, eliminating the need for verbal updates. When the meeting starts, you can quickly transition past the review sections and dedicate the bulk of your ninety minutes to identifying, discussing, and solving the real issues holding the business back.