Execute your First Meeting

Follow the steps below to Execute your first Meeting with MeetingResult.

You can start a meeting from a couple of places. The first and most obvious place is from the main dashboard which is displayed by default when you open MeetingResult. On this view, you will see a list of meetings running down the center of the screen. You will need to click on the planned toggle button to only show your planned meetings. The second place where you can start meetings is from the Stakeholders dashboard which you can view by clicking on the Stakeholders toggle button in the upper right-hand corner. Then you can select an individual stakeholder and click on the meeting that they are invited to start the meeting.

This will bring up the Meeting Execution Dashboard for the chosen meeting. There are a lot of things happening on this page. We will cover the basics in the remainder of this tutorial and we will cover more advanced topics in other tutorials and in our MeetingResult Essentials book.

When you first open up the meeting you will need to click on the “Play” button at the top and center of the screen. This will start the meeting along with a timer that keeps track of the elapsed time. You can click on the time display to toggle between the elapsed time and the remaining time based on the scheduled start time and the chosen duration of the meeting. At any time during the meeting, you can pause the meeting by clicking on the “Pause” button next to the timer. The elapsed time will stop but the countdown to the scheduled end of the meeting will continue.

Once the meeting has been started the next thing you will want to do is take attendance. In order to do this click on the “Attendance” button below the Attendees section. A pop-up window will appear with a list of attendees that were selected for the meeting. In order to note the Attendees that are present at the meeting click on each of their respective names. A checkmark will appear next to each selected Attendee to note their attendance at the meeting.

As the meeting progresses you can record the completion of Objective and Agenda items by clicking on them in their respective lists on the left side of the Meeting Execution dashboard.

On the right-hand side of the screen, you will notice the Meeting Assets section. Meeting Assets are the keynotes, action items, decisions, issues, and risks that are created during the course of the meeting. These Meeting Assets are the fundamental components of the MeetingResult methodology and represent the value that is created as a result of the human capital that is being invested in the meeting. Each time that a keynote, action item, decision, issue, and risk is raised it is important that the meeting facilitator stops the flow of the meeting and capture the assets within MeetingResult.

In order to capture meeting assets, you must click on the button for the appropriate Meeting Asset that is being captured. When you click on the button for a Meeting Asset a pop-up window will appear. You can capture the asset in two different ways. First, you can type data directly into each field. All required data fields, indicated with an asterisk, must be completed in order to save the Meeting Asset. The second method for entering Meeting Assets is to use the audio recording functionality. At the top of each pop-up window that appears for adding a Meeting Asset is a microphone icon. To record the audio for the Meeting Asset click on the microphone icon and recite the Meeting Asset. When you click on the microphone it will turn blue to indicate that the recording has begun. When you are finished click the microphone icon again to stop the audio recording. When you have stopped the audio recording for the Meeting Asset a play button and a delete button will appear. You can use the play button to test the audio recording. You can use the delete button to delete the audio recording if you are not satisfied with what was recorded. Once you have finalized the recording you can click on the Save button at the top right of the pop-up window to save the Meeting Asset.

As you create Meeting Assets during the meeting they will show up in the respective sections below the Meeting Asset section of the Meeting Execution screen.

Meeting Assets can be deleted by swiping your finger across the Meeting Asset from left to right. When you do this a “Delete” button will appear to the righthand side of the Meeting Asset. Click on the “Delete” button to delete the Meeting Asset.

When the meeting is finished you can complete the meeting by clicking on the “arrow” icon to the right of the Meeting Name. A popup window will appear and you will need to click on the “Complete Meeting” option to complete the meeting.

After you click on the “Complete Meeting” button a popup will appear asking if you would like to send email notifications for any Meeting Asset owners that received assignments during the meeting.

The next step is to review the results of the meeting and distribute the Meeting Summary Report.