How About a Workflow for the Meeting Agenda AND Minutes?

Friday, January 21, 2011
There are three crucial rules for efficient meetings: designating a chairperson, sending out the agenda in advance, and making sure everyone knows when the meeting starts. If you include the expected conclusion in the agenda, the meeting (and minutes) will surely go smoothly.

We already talked about "A Workflow for Checking Meeting Minutes" and "Thinking About Who Should Be in Charge of Proofreading Minutes and Finalizing Them." But refining the workflow for sending meeting agendas ahead of time may be a more essential innovation. Some meetings have participants from multiple companies, which is further cause for optimizing meetings.

It is so much more enjoyable to attend a meeting that is well-prepared. Ideally, we would like a proofread and checked agenda to be sent to us each time. Of course, this is not always possible, so in the below workflow we added a way to start from the task of creating minutes. (This is for board meetings, executive meetings, product development meeting, marketing strategy meetings, etc.)