Introduction to Meetings

Table of contents

1. Introduction
2. Why Meetings?
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 modules?
7. How does it work?
8. How can one benefit from the Meetings?

1. Introduction

Engagedly’s Meetings module is designed to enhance the efficiency and effectiveness of 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 Meetings?

Engagedly’s Meetings module addresses common meeting challenges, such as disorganization, inefficiency, and lack of follow-up. It aims to transform meetings into productive sessions that drive meaningful outcomes for the organization.

It streamlines the meeting processes, enhancing collaboration and promoting accountability, transforming meetings into productive sessions that drive meaningful outcomes for the organization.

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 meeting effectiveness by tracking duration, engagement levels, number of meetings, participants, and discussion points. It captures participant feedback through ratings, offering insights to optimize meeting practices 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 modules?

• Calendar integration: Create meetings in the module with Google and Microsoft Calendar integrations.
• Agenda templates: Access in-built meeting templates for seamless implementation with customizable discussion points.
• Cross-module Integration: Add discussion points from other modules like Feedback, Goals, Growth, and Team Pulse.
• Pinned discussion points: Pin discussion points for easy access in recurring meetings, ensuring updates propagate automatically.
• Attachments: Share attachments for easy access by all participants of the meeting.
• Private and public notes: Take private notes under each discussion point or make them visible to all participants.
• Transfer discussion points: Transfer pending discussion points with notes to subsequent meetings, streamlining continuity.
• Collaborative progress tracking: During meetings, any participant can mark discussion points as complete, facilitating collaborative progress updates.
• Meetings feedback: Facilitate feedback exchange during or after meetings to enhance engagement and transparency.
• Offline meetings: Create meetings without an online link, providing flexibility in scheduling.
• Mobile application: Enhance accessibility and convenience with a mobile application for seamless access and updates.
• Reports and analytics: 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 meetings, 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. Reports and analytics: Track meeting metrics, including total meetings, members without meetings, meetings without discussion points, average meeting ratings, and average employees meeting hours per week.
7. Strategic action: Leverage the insights to inform strategic decisions and drive actionable outcomes.

8. How can one benefit from the Meetings?

Admins and managers: Admins and managers can gain insights into meeting effectiveness through the dashboard, facilitating smoother coordination and scheduling of meetings, and ensuring accountability by tracking discussion points and follow-ups. They can collect feedback from participants, leading to continuous improvement in meeting practices.

Employees: Employees can easily plan and organize meetings, access agendas, and resources in real-time, and collaborate effectively during meetings. It streamlines meeting processes, improves collaboration, and increases productivity.