Management meetings involve multiple stakeholders and decisions made during these meetings trickle down to the rest of the organization. At Unacast, management meetings have a long-term focus but the action items resulting from the meetings require members of the management team to follow up with their respective teams.
With this template, Unacast has one section where all agenda topics are added and discussed during the management meeting. Sometimes the team wants to view which agenda topics are old or when agenda topics have late actions items associated with them. Using some basic checkboxes and filters, they are able to see which agenda topics fit this description. This allows the team to focus on the topics that matter most to all the management meeting attendees.
Beyond just reviewing agenda topics, Unacast’s management team adds action items to specific topics as they are being discussed during the meeting. Action items are followed up on by the lead of the action item. Too often, topics discussed during a management meeting do not “cascade” down to the rest of the organization since a Google Doc to keep track of meeting notes is not the best platform for tracking action items as well.
Unacast has both meeting notes, agenda topics, and actions in one place so that management team members can make updates to action items in the short-term as they are being completed before or after the weekly meeting. Since action items are related to each agenda topic via a lookup column, it’s easy to see how many in progress and done action items are associated with an agenda topic.
Communicating status updates can be handled over e-mail, Slack, or other channels. At Unacast, when the management team completes an action item (changes the status do “Done”), a message automatically gets sent to an internal Slack channel showing details about the action item that was completed. Unacast customized the Slack Pack so that status changes get sent to Slack using an Automation.
This simple automation keeps the entire management team updated on specific action items and lets everyone know that decisions made during management meetings are moving forward.
Interested in more meeting templates? Check out this page for more.
Unacast is the leading transparent, contextualized location data platform. They aim to empower companies and individuals by providing the most accurate understanding of human activity in the real world. Unacast empowers the next generation of data-driven industries with unique and highly accurate data sets and insights from our proprietary Real World Graph® - available both as a Data as a Service and as a Platform as a Service.
Watch a tutorial on how to use this template.
VP of Engineering at Unacast.