We want to roll out departmental Level 10 Meetings to our field service technicians who are on the road all day and do not use computers. How do we adapt the weekly pulse for a highly mobile, non-desk workforce?

Question

Tyler Smith · Accepted Answer

Rolling out departmental Level 10 Meetings™ to a highly mobile, non-desk workforce like field service technicians or warehouse operators requires some tactical adjustments, but the core discipline remains identical. You must protect the weekly pulse even if your team does not sit in front of computer screens all day.

First, handle the logistics by making the meeting fully accessible via mobile devices or run it as a standing meeting at the main facility before trucks roll out. If your technicians are on the road, they can dial in from their vehicles using a secure phone line.

Second, modify the Scorecard and issues list to match their reality. Keep the Scorecard to three or four high-impact, operational metrics that the field team directly controls, such as first-time fix rate or safety incidents. The facilitator, typically the field manager, must manage the screen share or read the data aloud if the team is dialing in.

Third, do not skip the IDS® portion. Field teams face real daily bottlenecks, from broken equipment to poor scheduling. Giving them a structured weekly platform to identify, discuss, and solve these operational issues stops them from complaining in private and empowers them to improve their own workflows. Keeping the meeting highly tactical, structured, and strictly on time will show your frontline workers that you value their productivity and respect their schedule.