EOS® Same Page Meeting Agenda

There are plenty of jokes surrounding meeting productivity today. “I wish this meeting was an e-mail” may be a funny phrase, but unproductive meetings are no joke, and no one feels good about them. One way to ensure your meetings don’t become a punchline within your organization is to implement EOS® Same Page Meeting Agendas.

What is an EOS® Same Page Meeting

An EOS® same page meeting is a meeting that is held by the leadership team in your company to ensure everyone is on the same page. It is an essential part of the success of implementing and managing the Entrepreneurial Operating System® and helps to keep everyone aligned and focused on the same goals. The meeting is typically short and focuses on sharing information and decision-making. While the leadership team in any company should meet regularly to discuss updates and make decisions, a Same Page Meeting should be called whenever a significant change or update needs to be addressed. An EOS® same page meeting is a valuable tool for any business.

What is the Purpose of a Same Page Meeting

Are your one-on-one meetings being used to catch up on the business, be used as the same-page meeting, discuss personnel issues, etc.? Even in smaller organizations, GCE recommends weekly level-ten meetings. Depending on the size of your level ten team, you could have a 15-minute check-in meeting with your Integrator right before the L10 meeting. Same Page Meetings are an organized way to ensure your Visionary and Integrator are  explicitly on the same page regarding business-related items.

EOS® Same Page Meeting Agenda

We often get the question from Visionaries as to the best meeting cadence or types of meetings that the Integrator and Visionary should have. This is where an EOS® same page meeting agenda is crucial. The meeting agenda is a document that helps business leaders stay on the same page regarding upcoming goals, objectives, and strategies. This type of agenda is beneficial for businesses because it allows for open communication and collaboration between leadership team members. Additionally, an EOS® Same Page Meeting agenda can help entrepreneurs operate their businesses more effectively and efficiently. If you work in a separate physical location as your Integrator, you might want to consider weekly one-on-one meetings. However, if you work in the same physical place, you need to decide if you have enough material and items to meet weekly or if bi-weekly makes sense. Bi-weekly is the longest you should go without one-on-one, whether with your Integrator or direct reports.

Checklist of Non-Urgent Questions

As explained above, it is essential to create a plan to ensure the most crucial items are being discussed in every meeting. Just as important, however, are the non-urgent questions. These questions are important to go over for a couple of reasons. First, all questions employees or leadership alike may have, are important. The issue needs to be discussed and closed out if clarity is needed, no matter its priority level. It’s important to ensure no confusion and discuss even the questions you and your team may consider “non-urgent.” Another important reason to make a checklist of the non-urgent questions is to be able to reference back to them in case you do not have the opportunity to go over them in that particular meeting. Because the questions have been labeled non-urgent, they may be the perfect items to go over via an e-mail or in a non-formal setting once the meeting has concluded. Making sure you have well-thought-out check-lists of everything from priority items to items that aren’t urgent is just another way to make sure your meeting is running effectively and allowing for efficient communication.

Issues list

Make sure there is a clear list of issues drawn out before the start of the meeting. Problems are one of the main reasons Same Page Meetings are crucial to a company’s success. When everyone is together, and on the same page, solutions are more achievable. There may be issues within departments that others may not be aware of. Once everyone knows the business’s obstacles, it will be easier to draw up solutions and move on, allowing less error in obtaining your goals. 

Benefits of Running Same Page Meetings:

Increases Open, Honest Communication and Build Relationships

Regular scheduling meetings with your leadership team is essential to establishing a strong bond and relationships between your team. Whether you have a full-time Integrator or Fractional Integrator, regular same-page meetings allow you to create a strong leadership connection. The Visionary and Integrator accountabilities might be fundamentally different, but that doesn't mean that being on the same page regarding personnel, human resource items, and financials isn't essential. 

Like every individual in your business, the skills and knowledge will be different. You can learn from your Integrator just as much as they can learn from you. Whether you started the business together or hired a team member like an Integrator in later stages, your relationship shouldn't be taken lightly.

Boosts Productivity

By having regularly scheduled meetings with well-thought-out agendas, you ensure everyone on your leadership team is on the same page. When you are able to communicate frequently about concerns, goals, and the status of both, you are ensuring your business runs smoothly. When everyone is working together, and clear of the goal, obstacles, and next steps, you increase productivity in a major way.

There are many benefits to having Same Page Meetings to ensure your company is appropriately communicating. If you would like to learn more about Same Page Meetings or are considering an Integrator for your business, we can help guide you through the entire process. Contact us today!