Meeting agenda

Learning outcomes:

• Why have a meeting agenda
• How to add agenda items to a meeting
• How to remove an agenda item
• How to add agenda items on the fly
• How to record notes and discussion points against an agenda item
• How to re-order the agenda

Why have a meeting agenda

Agendas are more than just a list of discussion points. They are essential road maps for meetings, outlining the associated topics and updates that team members need to address. Preparing a business meeting agenda can make all the difference between an engaging, productive meeting versus a chaotic waste of people's time. 

A meeting agenda helps you set a clear purpose for the meeting and the participants' expectations about what will be discussed and allows the team to come to the meeting prepared. It gives the meeting structure and order providing a checklist to ensure all topics are covered.

How to add agenda items to a meeting

In the meetings module, click add new meeting.

Every meeting gets the default meeting agenda of wins, goal/task review, roadblocks and summary of actions. 

To add an additional agenda item, click the add agenda item button, type the name of the agenda item and click add agenda item.

How to remove an agenda item

To remove an agenda item, click the delete button in line with the agenda item. 

If you delete an agenda item, and then decide you need it, you can add it back to the meeting. Follow the add agenda item process, and type the agenda name. If the agenda item exists it will be displayed, click it to add it back into your agenda list.

You'll notice we do not allow you to delete the summary of actions agenda item. The reason for this is the module related to summary of actions is where your meeting minutes are collated and displayed.

How to add agenda items on the fly

So, you have created your meeting and agenda. But, during a meeting, a team member raises an important item that needs to be addressed. 

To update the agenda during a meeting, click the add agenda item button, type the agenda item and click save.

After clicking save, 2 things happen. The agenda item key account updates is added to the agenda list for the meeting, and a key account updates module is added to the meeting. This is where you can record any discussion points raised against that agenda item.

How to record notes and discussion points against an agenda item

To record information against any of the agenda items, on the related agenda module, click the add button. Add the discussion point and click save. The agenda module is updated with the information recorded and the summary of actions is also updated.

Re-order your agenda

You may need to re-order your agenda item list to prioritize a specific item. The agenda items can be re-ordered by drag and drop. Click the item you want to re-order, and drag it to the position you need it. The agenda list will update as well as the agenda modules.