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Indistar® Leadership Team Meetings. Where can we plan a meeting? Choose ‘Plan Your Meeting’ from the main menu screen Click on Meeting Agenda Setup.

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Presentation on theme: "Indistar® Leadership Team Meetings. Where can we plan a meeting? Choose ‘Plan Your Meeting’ from the main menu screen Click on Meeting Agenda Setup."— Presentation transcript:

1 Indistar® Leadership Team Meetings

2 Where can we plan a meeting? Choose ‘Plan Your Meeting’ from the main menu screen Click on Meeting Agenda Setup

3 Set up a New Meeting

4 To set up a new Meeting, add: Meeting date Meeting time Meeting title Meeting location Click Save/Update

5 Add indicators To add Indicators or Objectives to a Meeting Agenda, click on Button 2:

6 Apply filter or choose a Section to view indicators to choose from

7 Choose indicators to assess or plan

8 Indicators/Objectives will become color- coded as they are assessed, planned and implemented

9 After choosing a section of indicators to display, the category and section titles will display at the top of the page. Check indicators to add to your meeting re-display all indicator categories and sections close this set of indicators and choose a new section

10 Indicators that have already been assessed or planned will have a green shadow around the check box To add indicators to assess or plan for your meeting, simply check the appropriate box Once you have selected all necessary indicators for a section, click the button to add them to your meeting agenda. REPEAT above steps to add additional indicators

11 Add ‘Other Business’, if applicable, and click SAVE

12 Prepare documents for meeting Once an agenda has been created, the process manager should then prepare (print or save and ) meeting documents. This can be done from Tab 2 of the Meeting feature. Items to prepare for a meeting may include: Agenda Meeting Minutes Form Worksheets Wise Ways

13 Agenda and Meeting Minutes Forms... Each member of the Leadership Team should get a copy of the meeting agenda. The process manager should have a Meeting minutes form for note-taking

14 Worksheets... A blank worksheet for each indicator chosen may be printed to use for note-taking, as the team discusses and decides on implementation and/or creates a plan and tasks

15 Wise Ways® The process manager should print or export and a copy of each Wise Ways® to the team members a few days prior to the meeting, so they have time to evaluate exactly what the research says.

16 Adding Meeting Minutes Once the meeting has concluded, the process manager should: Update the meeting information Add specific indicator information to Assess, Create a Plan, or Monitor Progress from the main menu Print Meeting Minutes Prepare and set up for the next Leadership team meeting

17 Watch a ‘How-to’ video tutorial

18 Video Tutorials give you step-by-step guidance on how to: Set up or edit a Meeting Agenda Print agendas, worksheets, and Wise Ways Add Meeting Minutes

19 Edit current agenda or add Meeting Minutes

20 Simply edit date, time, location, indicators or other business and SAVE

21 Remove a Meeting

22 If you need to remove a meeting, just click ‘remove’ in the last column and click OK on the pop-up if you are sure.

23 View existing Agendas or Meeting Minutes

24 To view, export, or print a meeting agenda or minutes, click on the link under ‘View Agenda or Minutes’.


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