Using Meetings

In most organisations, meetings play an important role in developing and executing strategy. So, naturally, you can manage them right here in


  1. Where to find meetings in
  2. Working with meetings
  3. Meeting Run Mode

MeetingIn most organisations, meetings play an important role in developing and executing strategy: gathering insights, developing and evaluating options, making decision, reviewing progress, etc.

So, naturally, you can manage them right here in

Where to find meetings in

You can create meetings in the Governance Quadrant of your Strategy Board.

  1. Click on Strategy Board near the top of the main menu.
  2. Click on Meetings in the Governance panel to open up the project calendar view.
  3. From there, you can click on an existing meeting, or click on the "+" towards the top left to create a new meeting.

You can also access Calendar Views (and Meetings) by:

  1. Clicking on Governance and the Meetings on the main menu.
  2. Clicking on your Account name (at the very top of the main menu) and then Personal Calendar (for premium and Enterprise users only).

Working with meetings

For each meeting you can:

  1. Add attendees.
    These can be individual Stakeholders or Committees. (See also: How to create a committee.)

  2. Add a meeting title.
    The meeting title should make the purpose/main objective of the meeting clear.

  3. Add a meeting venue.
    This can be a physical location, or a link to an online meeting facility like Zoom or Teams, etc.

  4. Set a date, start time and duration for the meeting.

  5. Write an agenda before the meeting.
    Meetings can be expensive to run as they take multiple people's time. A clear agenda will help to ensure your meeting is effectively run and it objectives are achieved. The Calendar view will highlight with a red triangle any forthcoming meetings for which an agenda has not yet been set.

  6. Write minutes during or after the meeting.
    Minutes capture a summary of what was discussed during a meeting and provide an important record of progress. You can type minutes during or after the meeting, or copy and paste from one of the many tools which now use AI to record and summarise meetings. You can also use #StratBot AI to turn your roughly typed notes into more formal minutes.

  7. Link directly to the decisions made, actions raised, and risks and issues reviewed.

  8. Attach files.

There are also features for (See the icons at the bottom of the screen):

  1. Generating agendas and minutes in Microsoft Word (in case you need to send them to other participants who are not directly linked to your project in
  2. Discussing the meeting in Notes (on the right-hand side of the screen as it is for most things in
  3. Emailing all of the attendees of a meeting with a single click.
  4. Integrating with your existing calendar (learn more, and more).

Meeting Run Mode

During the time when the meeting is scheduled (and for an hour thereafter), an onscreen meeting timer will help you stay on track. The progress bar will show you how far through the planned time you are. It is green by default, turning amber once 75% of the allocated time has passed, and red once the scheduled time is complete.

See also:

If any part of this text is not clear to you, please contact our support team for assistance.

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Updated: 2024-06-18