Introduction to Meetings

Table of contents

1. Introduction
2. Why is Meetings important?
3. Who is the module intended for?
4. What can the Meetings measure?
5. What are the suggested use cases?
6. What are the key features of the module?
7. How does it work?

1. Introduction

Engagedly’s Meetings module is designed to enhance the efficiency and effectiveness of the meetings within the organization. It offers a comprehensive solution to seamlessly manage, schedule, and conduct meetings. From planning agendas to tracking discussion points, it empowers the team to maximize meeting outcomes and drive meaningful progress.

2. Why is Meetings important?

Engagedly’s Meetings module helps organizations overcome challenges like disorganization, inefficiency, and lack of follow-up. Streamlining meeting processes enhances collaboration, promotes accountability, and drives meaningful outcomes for the organization.

• Organizations: Improve overall productivity by ensuring meetings are structured, purposeful, and results-driven. Enhance collaboration, streamline workflows, and foster a culture of accountability.
• Admins and managers: Gain insights into meeting effectiveness, coordinate and schedule meetings efficiently, track discussion points and follow-ups, and collect participant feedback for continuous improvement.
• Employees: Plan and organize meetings with ease, access agendas and resources in real-time, and collaborate more effectively, leading to better engagement and productivity.

3. Who is the module intended for?

Engagedly’s Meetings module is intended for organizations and businesses of various sizes and industries, serving employees from different departments and business units, regardless of their roles. It benefits anyone involved in meetings, from team members to managers and HR admins, offering valuable tools for enhanced collaboration and productivity.

4. What can the Meetings measure?

Engagedly’s Meetings module measures key analytics to assess meeting effectiveness, cost efficiency, and employee engagement. It tracks productivity through completed discussion points, collaboration networks, and peak meeting times. Financial insights include meeting duration trends, departmental costs, and ROI through participant satisfaction. Engagement metrics highlight time spent in meetings, module adoption, and action item follow-ups, helping organizations optimize scheduling, improve collaboration, and drive better outcomes.

5. What are the suggested use cases?

• Recurring meetings: Schedule recurring meetings and set agendas to ensure all discussion points are covered. Pinned and rollover discussion points help maintain continuity in ongoing conversations​.
• 1:1 meetings: Regular check-ins between managers and direct reports to set agendas, track action items, and provide feedback, fostering stronger relationships and continuous performance improvement.
• Cross-functional collaboration: Coordinate between cross-functional teams to facilitate regular checkpoints, share relevant information, and manage dependencies efficiently.
• Effective remote collaboration: Pre-set agendas and the ability to take notes and provide feedback during meetings help remote teams stay focused, productive, and well-communicated.
• Project status updates: Regular updates on project progress to review key results, discuss challenges, and adjust plans.
• Integration with other modules: Integrate feedback, goals, team pulse responses, and IDPs as discussion points to enhance employee engagement and transparency in their feedback and team pulse responses, managing and tracking their goals and development plans.

6. What are the key features of the module?

1. Calendar integration: Create meetings in the module with Google and Microsoft Calendar integrations.
2. Schedule one-on-one meetings: Create a private meeting for focused discussions between two participants.
3. Two-way meeting sync: Allow organizers to edit scheduled meetings on Outlook, Google Calendar, or Microsoft Calendar and delete them if necessary.
4. Meetings timeline: Allow organizers to edit recurring meetings in a team meeting.

  5.   Agenda templates: Engagedly offers pre-defined meeting templates for seamless implementation with customizable discussion points.

  6.   Cross-module Integration: Add discussion points from other modules, such as Feedback, Goals, Growth, and Team Pulse.

  7.   Pinned discussion points: Pin discussion points for easy access in recurring meetings, ensuring updates propagate automatically.

  8.   Attachments: Share attachments for easy access by all participants of the meeting.

  9.   Sectionize discussion points: Organize discussion points by topics and sources (e.g., Feedback, Goals, Growth, and Team Pulse) to enhance clarity, prioritize actions, and ensure alignment with organizational objectives.

 10.   Private and public notes: Take private notes under each discussion point or make them visible to all participants.

 11.   Transfer discussion points: Transfer pending discussion points with notes to subsequent meetings, streamlining continuity.

 12.   Collaborative progress tracking: During meetings, any participant can mark discussion points as complete, facilitating collaborative progress updates.

 13.   Meetings feedback: Facilitate feedback exchange during or after meetings to enhance engagement and transparency.

 14.   Offline meetings: Create meetings without an online link, providing flexibility in scheduling.

 15.   Analytics and reports: Obtain actionable insights for enhancing strategic decision-making and team productivity.

7. How does it work?

1. Calendar integration: Synchronize your Microsoft or Google calendar to set up the meetings module.
2. Meeting creation: Create team meetings or schedule one-on-one meetings, and add discussion points and attachments. Add discussion points manually, add them from other modules, or select them from the agenda template library.
3. Meeting notes: Add private or public meeting notes under specific discussion points for comprehensive documentation.
4. Update discussion points: Mark discussion points as complete during meetings and add meeting reflections for comprehensive progress tracking.
5. Share feedback: Share feedback after meetings to ensure continuous improvement.
6. Analytics and reports: Track meeting metrics, including

   productivity, costs, engagement, and collaboration trends to improve efficiency.

7. Strategic action: Leverage the insights to inform strategic decisions and drive actionable outcomes.

Discover the power of Engagedly's Meetings firsthand: schedule a demo today and unlock the full potential of your organization!