Run skip-levels that surface real signal — schedule across the org, capture themes confidentially, and act on what you hear without breaking trust.
Senior leaders running a structured skip-level meeting program.
Quick answer
The Skip-level program template is a ready-made workspace for Senior leaders running a structured skip-level meeting program.
Skip-level program template in short
Included when you apply it
Applying this template creates the 1 board below — with every list — and pre-loads 3 sample issues, all yours to edit. The automation rules further down are suggestions you can wire up next; they aren't created for you yet.
A preview of how this template lays out — the boards, their custom workflow states, and where the sample issues land. WIP caps show a badge.
Skip-levels
Skip-levels with the platform team (round 1)
Capture themes, not attributed quotes — protect candour.
Theme: release process feels heavy — investigate
Close the loop on last round's surfaced themes
These rules aren't created when you apply the template — they're recipes you can wire up in Settings → Automations once your board exists.
When
A skip-level is 'Held'
Then
Prompt for themes (not attributed quotes) to protect candour
When
A theme reaches three mentions
Then
Open an action issue and route it to the responsible manager
Ready to spin this up?
Sign-up takes seconds. We build this template's boards, lists, and sample issues in your new workspace, all yours to edit.
FAQ
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