Organize a Meeting: Create Agenda

To begin, here is a video to help you create your first agenda:

 

Another way to start, click on the button Create Meeting in the menu on the left.

create agenda menu

 

 

 

 

Write an Agenda

Write an agenda will allow you to plan an effective meeting that will respect all good practices. What? When? Who? Where?

new agenda beenote

By default, the time allocated to the meeting is one hour, as the ideal estimated meeting time is between 30 minutes and 1 hour. People prefer short and efficient meetings. Get to the point!

Meeting Roles

First of all, before you can assign roles, you must invite your colleagues to join your team. Then, it will be easy to add them with their email address. Learn more about invitations>

Whoever writes the agenda is usually the leader. You can, however, change this role to assign it to another person. 3 other roles of importance in Beenote: partner (the one who assists the leader of the meeting execution), participants and temporary guests (those who do not have a Beenote account). Learn more about Meeting Roles >

 

Have a Well-Constructed Agenda

An effective meeting must have a game plan.  This game plan is the topics on the agenda.

topic-on-agenda Beenote

Automatically, Beenote creates 3 topics (1), but it is easy to add or insert one between 2 topics (2). You can easily move the topics to your liking (3) and even to delete it(4). Topic numbering is automatic. Beenote allows you to configure each topic so that participants know beforehand the content of upcoming discussions. Here’s how…

topic-on-agenda part 2

1. Name Your Topic

The choice of the meeting title may seem pointless but it is essential. The same goes for each topic title on the agenda (1). By reading the title, people must be able to understand what it will be discussed. They will be able to prepare themselves accordingly.

 

2. Assign a Person in Charge

In Beenote, it is recommended to assign a person in charge of each topic (2). It could be the leader, but not necessarily. The person in charge of a topic is responsible for animating and managing the topic concerned. He must respect the topic time allocated. Another benefit: knowing that he will be in charge, the participant will be well prepared to attend the meeting.

 

3. Define Objectives

Why are we talking about this? This is a very legitimate question and unfortunately too frequent question. By indicating the objective of each topic (3), people will know in advance how to prepare for it. Beenote allows you to indicate the following objectives:

  • Inform: Distribute information so that everyone aims the same goal.
  • Exchange: Share information and knowledge about the topic.
  • Generate idea: It’s time for a little brainstorm.
  • Consult: Get feedback from participants on a given topic.
  • Decide: This is one of the main objectives of a meeting. During this topic, Beenote will record your decisions in the form of “Decision” notes.

 

4. Determine Topic Length

You will need to enter the expected length of each topic(4). Beenote constantly indicates the total time for all the topics, as well as the expected length of the meeting. Thus, you can easily assess whether the planned meeting is sufficient, or on the contrary, unnecessarily long. Beenote goes to validate the planned vs estimated length and notifies you in case of inconsistency. Knowing this, you will be able to adapt the content of the meeting accordingly, or allocate to the meetings only the necessary time.

Having a reliable estimate of the meeting length also makes it possible to judiciously use the resources of the company and free the rooms for your colleagues.

In addition, to help the person in charge of the topic to respect the allocated time, Beenote displays a timekeeper for each topic and notifies the participants when the time is up. Here is the solution for too long meetings!

 

5 and 6. Additional Notes

Despite an explicit title, it may be necessary to give more details on a topic before the meeting. Still, in order to get better prepared, Beenote offers you a notes area for each topic (5). You can also add notes as a list (6):

topic list in Beenote

 

 

 

 

 

Do you want an efficient meeting? Enter notes as a list and you will only have to click on each line in the meeting to add a note on the current topic.

The notes can also be used by the person in charge as a reminder. Don’t forget to talk about this or remind someone to do something. These are examples of very practical notes. Combine with attachments, participants will have all the information they need to hold an effective meeting.

7 and 8. Insert Attachments

Why planning an agenda? Because people could prepare in advance. By attaching files and adding URL links directly on each topic, Beenote allows you to share the same information to everyone. Share your agenda in advance to allow participants to read it at their own speed.

And Finally

You can choose to make this agenda a template for future meetings. Just click on this button:

When the agenda planning is done, just press the button Save  create meeting.

Invitation emails will be sent to all participants, if you want, who will be able to consult the agenda, attached files, etc. Meetings will also be integrated into the participant’s corporate calendars. A good agenda planning will allow everybody to be well prepared for the meeting.

Next Step: Start Your Meeting

 

> A related article: How to write an effective meeting agenda?