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Gannon's Recurring Meeting Template
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Topics Inbox
Active Agenda
Action Items
Decision Log
ARCHIVED AGENDAS
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Use this doc to help run recurring meetings.
Gannon Hall
⁠
👉 Copy this doc to get started. Then head back here to the
Start Here
⁠
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
Active Agenda
⁠
and clicking the "Send Meeting Notes" button at the bottom of the page.
Crowdsource Topics: After each meeting, go to the
Topics Inbox
⁠
section and click the "Send Reminder" button to email all Attendees and ask them to add topics.
Archive Agenda: Duplicate
Active Agenda
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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
Topics Inbox
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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
Active Agenda
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and set the date using the Date Picker
Set the Note Taker: Go to the
Active Agenda
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and check the box for the note taker

5. During Each Meeting

Use the
Active Agenda
⁠
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
Decision Log
⁠
⁠

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