TABLE OF CONTENTS


Overview


Our Group Meetings feature is designed to streamline team discussions, track progress, and set actionable goals—all in one place. This guide will walk you through each stage of a Group Meeting, highlighting how each component supports a productive and focused session. The format is a comprehensive meeting framework, providing a proven structure for accountability, transparency, and team health.





Step 1: Check-In


Purpose: The Check-In sets the tone, helping team members reconnect and focus before diving into work discussions.


Try limiting check-ins to 5 minutes and focusing on personal and professional “bests” from the past week. Keep it light but intentional to build team connection without derailing the agenda.


  1. Start by opening the Group Meeting section and selecting your scheduled meeting.
  2. The Check-In page will prompt each team member to share quick personal or work updates.
  3. Use this time to establish rapport and allow everyone to share highlights, setting a positive atmosphere.



Step 2: Review the Scorecard


Purpose: The Scorecard provides a snapshot of key performance indicators (KPIs) to monitor progress toward team and company goals.


  1. Move to the Scorecard tab to view team KPIs.
  2. Each metric (e.g., sales numbers, response times) is tracked here, helping teams gauge overall performance.
  3. Use the Scorecard to discuss any metrics that need attention, celebrate wins, and identify areas for improvement.



Tip: Don’t get stuck in the weeds. If a KPI is off-track and it can’t be resolved in under a minute, drop it to the Issues section for later. Use the multi-create button or the 3 dots next to the score to do this quickly.


A good practice is to review 5–15 key numbers weekly. Focus only on trends that are red or declining. The goal isn’t just to monitor, it’s to create patterns of action when things slip.  



Step 3: Review Headlines


Purpose: Headlines are significant announcements or updates, covering achievements, news, or challenges that need visibility.


  1. Navigate to the Headlines tab.
  2. Team members can add notable items, such as new clients, project milestones, or team member shout-outs.
  3. Review each headline together to ensure the entire team is aligned on major updates and has the chance to share insights or feedback.
  4. If you feel any Headline can be relevant for a different group meeting, click on the 3 dots then "Copy to other meeting" to copy it to the other Group meeting.



Tip: Encourage team members to add headlines ahead of time to keep meetings efficient.


Keep this section under 5 minutes. These should be quick, high-level wins or announcements, no deep discussion. For anything that needs attention or reaction, park it in Issues.



Step 4: Address Tasks


Purpose: The Tasks section keeps track of team assignments, helping ensure that all action items are progressing as expected.

  1. Go to the Tasks tab, where tasks are grouped by assigned member, status, or due date.
  2. Review each person’s tasks, ensuring there are no blockers and confirming completion status.
  3. Discuss any overdue tasks to understand reasons and adjust resources or deadlines if necessary.



Tip: Regularly updating tasks helps everyone stay accountable and aligned on deliverables.


This is the accountability check. Review what was committed to last meeting, Done or Not Done. That’s it. Don’t justify or rationalize missed tasks; just note them and move forward.


Step 5: Review Goals


Purpose: Goals represent longer-term team objectives, guiding efforts toward shared outcomes.

  1. In the Goals tab, you can view current team goals, grouped by priority, owner, or progress.
  2. Check each goal’s status and discuss any roadblocks, upcoming deadlines, or adjustments.
  3. Confirm that team members have the resources needed to meet their goals.



Tip: Encourage team members to update progress on goals prior to meetings to keep discussions focused and action-oriented.


This is your pulse on longer-term initiatives. Only review progress that’s meaningful, skip over goals that haven’t changed. Treat this as the “Goal Review” for the quarter, track status and flag risks early.

Step 6: Tackle Issues


Purpose: The Issues section addresses any blockers or challenges that could impact team progress, prioritizing solutions to keep work on track.

  1. Open the Issues tab to see a list of open items, organized by priority or status.
  2. Start with the highest-priority issues, discussing each one in depth to find actionable solutions.
  3. Assign ownership and set deadlines for follow-up, ensuring accountability.
  4. Create Task for the issues that needs attention by clicking on the 3 dots or the icon next to "Solved?".



Tip: Limit time on each issue to keep the meeting productive and focused.


Use 60%+ of your meeting time here. Always sort issues by priority and solve them in order. Avoid jumping around. Once resolved, mark it as Solved and create a task if follow-up is needed.


Step 7: Wrap Up


Purpose: The Wrap-Up solidifies takeaways, aligns the team on follow-up actions, and confirms accountability.

  1. Conclude by reviewing key takeaways and assigning any new tasks that arose during the meeting.
  2. Summarize actions for the week and verify that all team members know their responsibilities.
  3. Close the meeting by setting the next date and time or any follow-up sessions needed.



Before ending do a quick “Meeting Rating” from 1–10. This builds accountability around the quality of the meeting itself. 


End on time, even if all issues aren’t solved. This builds respect for everyone's time and sets the tone for next week.

Final Thoughts


Running Group Meetings with a consistent structure keeps your team aligned, focused, and accountable. Whether you're following the EOS L10 format or adapting it for your workflow, the key is discipline: time-box each section, park discussions that don’t belong, and use the Issues list to stay focused.


When done right, these meetings drive real progress, not just conversation.