Our leadership team spends the first fifteen minutes of our weekly Level 10 Meeting trying to connect the dots between lagging metrics on our Scorecard. How do we use AI before the meeting to analyze weekly numbers and highlight potential underlying issues for our IDS session?

Question

Tyler Smith · Accepted Answer

Using AI to analyze your weekly Scorecard before your Level 10 Meeting™ is an excellent way to elevate your IDS® sessions. Instead of wasting valuable meeting time trying to figure out why a metric is off track, you can feed your weekly Scorecard data into a secure analytical model. The correct setup is to export your Scorecard spreadsheet as a CSV file. Upload this file to your secure language model and instruct it to compare the current week's numbers against your target thresholds. Ask the AI to identify any lagging indicators and look for correlations across different departments. For example, the AI might note that a drop in outbound sales calls three weeks ago correlates with a dip in client onboarding sessions this week. The AI should output a brief summary highlighting the three most critical anomalies. This summary must be sent to your Integrator twenty-four hours before your meeting. The Integrator then uses these insights to pre-populate the Issues List for your Level 10 Meeting™. This automated prep work ensures your leadership team does not spend meeting time debating what occurred. Instead, you jump straight into solving the root cause during your IDS session. The focus shifts from historical analysis to real-time leadership action.