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Playbook · Free Resource

Weekly Operating Meeting Playbook

The 90-minute leadership meeting behind EOS®-style operating systems: the agenda, the accountability chart, the weekly scorecard, Rocks, and how issues get solved instead of discussed.

The Process Map

The 90-Minute Agenda, Every Week

  1. Step 15 min

    Check-In

    Each person shares one personal and one business win. It gets everyone out of the day and into the room.

  2. Step 25 min

    Scorecard Review

    Each owner reads their numbers: on or off goal. No discussion. Anything off goes straight to the issues list.

  3. Step 35 min

    Priority Review

    Each quarterly Rock is on track or off track. Off track goes to the issues list.

  4. Step 45 min

    Headlines

    Customer and employee news in one sentence each. Anything that needs work goes to the issues list.

  5. Step 55 min

    To-Do List

    Last week's to-dos: done or not done. Every to-do has one owner and is due in seven days.

  6. Step 660 min

    Issues: Identify, Discuss, Solve

    Pick the top three issues. Identify the real cause, discuss briefly, and solve with a to-do that has an owner.

  7. Step 75 min

    Conclude and Rate

    Recap the new to-dos, decide what gets communicated to the team, and each person rates the meeting from 1 to 10.

How an issue moves through the week

  1. Signal

    A scorecard miss, an off-track Rock, or a headline

  2. Issues List

    Written down, not argued about

  3. IDS

    Identify the cause, discuss, solve

  4. To-Do

    One owner, due in seven days

  5. Next Week

    Reviewed as done or not done

The Accountability Chart

One Name in Every Seat

The accountability chart is structure, not an org chart of titles. Each seat has three to five responsibilities and exactly one person accountable for them. If two names share a seat, nobody owns it.

Accountability Chart

One owner per seat

Owner

OWOwner

  • · Vision and culture
  • · Key relationships
  • · Big decisions

General Manager

GMGeneral Manager

  • · Runs the weekly meeting
  • · Holds every seat accountable
  • · Resolves cross-team issues

Sales & Marketing

MLMarketing Lead

  • · Lead flow
  • · Booked-call rate
  • · Cost per booked job

Operations

SMService Manager

  • · Capacity and dispatch
  • · First-time fix
  • · Closeout quality

Finance

CTController

  • · Reconciliation
  • · Collections
  • · Margin by job type

L10-Style Weekly Leadership Meeting

90 minutes, same agenda
  1. 1Check-in5 min
  2. 2Scorecard review5 min
  3. 3Priority review5 min
  4. 4Headlines5 min
  5. 5To-do list5 min
  6. 6Issues: identify, discuss, solve60 min
  7. 7Conclude and rate5 min

Ends with every to-do owned and the meeting rated.

The Weekly Scorecard

Five to Fifteen Numbers, Each With an Owner

The scorecard is the weekly pulse: a short list of activity-based numbers, a goal for each, and the seat that owns it. It is read in five minutes. A miss is not debated in the moment; it drops to the issues list.

Weekly KPI Scorecard

Misses go to the issues list
MeasurableOwnerGoalAug 25Sep 1Sep 8Sep 15Sep 22
Booked callsML≥ 60On goal: 64Missed goal: 58On goal: 71On goal: 66On goal: 62
Gross margin %CT≥ 45On goal: 46.1Missed goal: 44.2On goal: 47On goal: 46.8On goal: 48.2
CallbacksSM≤ 3On goal: 2Missed goal: 4On goal: 1On goal: 3On goal: 2
Tech utilization %SM≥ 75On goal: 78Missed goal: 74On goal: 81On goal: 77On goal: 79
A/R over 60 ($K)CT≤ 15On goal: 12.4On goal: 14.1Missed goal: 16.8Missed goal: 17.9Missed goal: 18.4
M1COS weekly operating scorecard with target versus actual in red, amber, and green
Target vs. actual on the numbers that decide the business — reviewed in the weekly leadership meeting.

Rocks & Issues

Quarterly Priorities and the Issues List

Rocks are the three to seven priorities that must be done this quarter, each owned by one person and reviewed weekly as on track or off track.

The issues list is where everything that isn't working goes: scorecard misses, off-track Rocks, and problems raised in headlines. The team works it top-down with IDS, and each solved issue becomes a to-do with an owner.

M1COS goals and action items: quarterly goals with owners and this week's action items with due dates
Every goal has an owner and every action item a due date — the weekly meeting starts where last week's commitments left off.

Quarterly Rocks

Q4 · 3 of 3 owned
  • Launch maintenance-plan renewalsOn track
    SM · 70%
  • Cut A/R over 60 below $15KOff track
    CT · 35%
  • Hire two service techniciansOn track
    GM · 50%

Issues List

Raised automatically
  • A/R over 60 missed goal three weeks runningRaised from scorecardDiscuss
  • Install crews over-booked Tuesday–WednesdayRaised from signalSolve
  • Permit numbers missing at closeoutRaised from past-due to-doIdentify

Start Next Week

Run Your First Meeting

  • Same day, same time, same agenda every week. It starts on time and ends on time.
  • Fill in the accountability chart first: every seat, one name.
  • Pick five to seven scorecard numbers and a weekly goal for each.
  • Set three to seven Rocks for the quarter, one owner each.
  • Open an issues list and add everything that is bugging the team.
  • Rate every meeting. Anything under 8 gets fixed next week.

Keep Going

EOS® is a registered trademark of EOS Worldwide, LLC. Margin One is not affiliated with or endorsed by EOS Worldwide.

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