Right after our Quarterly Planning Session, our weekly Level 10 Meeting feels chaotic because we are trying to transition from old Rocks to new Rocks while managing a clean slate. How do we run the very first L10 of the quarter to set ourselves up for success?

Question

Tyler Smith · Accepted Answer

The first Level 10 Meeting of a new quarter is critical for setting the operational pace for the next ninety days. If you run it like any other weekly meeting, you will carry over old, unresolved baggage and fail to build traction on your new goals. You need a clean break.

To ensure a smooth transition, the Integrator must dedicate the first few minutes of the meeting to a formal reset. Start by confirming that all old rocks are officially closed out, archived, or carried over as new priorities. Do not allow old tasks to linger in a gray area.

Next, update the meeting agenda with your brand new company and individual rocks. Take a moment to review each new rock as a team to ensure everyone is still clear on the definition of done. This prevents the common problem of leaders realizing they misunderstood their quarterly goals three weeks into the quarter.

Finally, review the scorecard to ensure it aligns with your new quarterly priorities. If you set a new rock that requires tracking a new leading indicator, make sure that metric is added to the scorecard immediately. By aligning your weekly pulse with your quarterly plan, you guarantee immediate traction.