Creating Agency Scorecards and Standardizing Meetings

This episode dives into the operational backbone of a healthy agency - standardized meetings and performance scorecards. Andrew Dymski walks through the tools and frameworks that keep leadership teams aligned and accountable week after week.

The Level-10 Meeting

The Level-10 meeting format, drawn from Gino Wickman’s Entrepreneurial Operating System (EOS), provides a weekly rhythm for agency leadership. The agenda is structured and consistent, which removes the overhead of figuring out what to discuss each week and ensures nothing important falls through the cracks.

A big part of the Level-10 meeting is the scorecard review. The scorecard identifies the key numbers - both lead and lag indicators - that show the health of the business. Fluctuations in these numbers tell you where attention needs to be paid or where efforts are paying off. Rather than waiting for end-of-quarter surprises, weekly scorecard reviews create early warning signals.

The IDS Problem-Solving Method

When issues surface during scorecard reviews or team discussions, the IDS method provides a clear framework. Identify the root issue, Discuss possible solutions collaboratively, and Solve by assigning a clear owner and next step. This prevents meetings from becoming circular conversations without resolution.

The Organizational Checkup

Beyond weekly meetings, the episode covers the organizational checkup - a standardized set of questions that each member of the core team should take every six months. This assessment tracks momentum toward one-year and three-year goals and surfaces alignment gaps before they become larger problems. Establishing shared expectations is perhaps the most important element in building a scalable agency.