The world will show you where you’re not free. This means our limitations are from past experiences, fears and unconscious patterns.
Most appraisal leaders avoid conversations that would unlock growth. Legacy systems? Easier to tolerate the pain than face the disruption of change. Culture? Easier to say “we’ll get to it later.” Succession? Easier to pretend the next generation will show up than admit we’re not investing in them.
An EOS Level 10 meeting is designed to force what you’ve been avoiding into the light. Every week you face metrics, issues and accountabilities. No hiding, no “someday.”
I guarantee a Level 10 meeting (done correctly and consistently) is a game changer for appraisal firm owners and chief appraisers.
Level 10 Meeting Agenda for Valuation Professionals (90 minutes)
- Good News (5 minutes)
- Share professional and personal wins.
- Scorecard Review (5 minutes)
Track weekly metrics:
- Turnaround times on appraisals
- SLA compliance rates
- Open orders vs. completed reports
- Vendor grading or panel performance
- Audit readiness checklist items
- Rock Review (5 minutes)
- Check progress on quarterly priorities:
- Platform upgrade to YouConnect or DataComp
- Pilot AI review process
- Launching new culture or training initiative
- Client & Vendor Headlines (5 minutes)
- Share key updates from banks, clients, or fee panels.
- Spot early signs of issues (communication gaps, delays, regulatory red flags).
- To-Do List Review (5 minutes)
- Review last week’s action items.
- Mark complete/incomplete. No excuses, just accountability.
- IDS: Identify, Discuss, Solve (60 minutes)
- This is the heart of the meeting. Rank and tackle the biggest issues first.
Examples:
- How do we prepare for shifting audit requirements?
- Where can AI reviews save time without introducing risk?
- How do we improve the consistency of our reports?
- What’s blocking faster report delivery?
- Conclude (5 minutes)
- Recap new to-dos.
- Rate the meeting 1–10 for effectiveness.
- Close with alignment: What’s the single biggest win if we achieve it this week?
What will you stop avoiding this week? Level 10 it and find out.