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Gannon's Recurring Meeting Template
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Use this doc to help run recurring meetings.
👉 Copy this doc to get started. Then head back here to the
section

Follow these instructions to set-up and run your recurring meeting.


1: Enter Meeting Details

Meeting Details
0
Meeting Name
Description
Cadence
Owner
Owner Email
1
Weekly Product Review
Weekly meeting to review work in progress
Weekly
GH
Gannon Hall
gannon@choco.com
There are no rows in this table
1
Count

2: Add Regular Attendees

Regular Attendees
1
Name
Email
1
GH
Gannon Hall
gannon@choco.com
There are no rows in this table
1
Count

3: After Each Meeting

Send Meeting Notes:
Send the meeting notes to all attendees by going to the
and clicking the "Send Meeting Notes" button at the bottom of the page.
Crowdsource Topics:
After each meeting, go to the
section and click the "Send Reminder" button to email all Attendees and ask them to add topics.
Archive Agenda:
Duplicate
and move it in the
Broken link
section.
When duplicating, be sure to click the "Duplicate Data Instead" option.

4. Before Each Meeting

Select Meeting Topics:
Prior to each meeting go to the
and mark today's topics as "Today." These topics will now appear in the "Today's Topics" table on the Active Agenda.
Set the date:
Go the
and set the date using the Date Picker
Set the Note Taker
: Go to the
and check the box for the note taker

5. During Each Meeting

Use the
to run your meeting
Select which regular attendees are present
Review Action Items from previous meeting
Run through the topics, with the owner of each driving the discussion; Each topic should be identified as Inform. Discuss or Decide
Note taker captures Action Items during meeting
Log the outcome and mark the topic as Complete; completed topics can be seen in the


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