What to do with Meeting Agendas?

 

What to do with meeting agendas?

 

If you are like most, meetings are an necessary evil of work life and volunteering.  Each meeting you are either given a paper agenda or a link online.  A well run meeting requires an agenda. It’s about preparation and communication.  But what to do with meeting agendas after the meeting has finished?

 

Meeting agenda general plan

If you meet routinely, a meeting agenda helps you keep a structure for the goals of the group.  Your agenda is the place keeper of your accomplishments, your tasks and next steps.  Having a specific file, file drawer or notebook to keep your meeting agenda, labelled with the meeting name, is generally a good idea for the duration of the project.  Be sure you create a spot to easily drop the agenda in when you return from the meeting.

 

Meeting agenda notes

If you are like most of us, your meeting agenda has next action steps noted on it.  You want to consolidate these action steps on a general capture tool, such as a notebook, task list or digital list to be sure to do the next steps before the next meeting.  Adding the actions to your actionable spot makes sense so that the meeting agenda can be stored away and you can accomplish your tasks.

 

Meeting agenda when you are the meeting leader

There’s a time line to preparing a meeting agenda before the next meeting. You will want to recap what has been accomplished, lead your meeting onto the next steps and be sure your attendees are prepared at your next meeting.  Having a digital template to save as a new meeting agenda keeps you moving forward.  You will want to share this agenda at least 24 hours in advance of the next meeting.

 

What’s best practices for your template?  Here’s what I include: name of committee meeting, date of meeting, call in or other contact information, and who is attending the meeting.  The agenda can be a simple, prioritized list of what you want to accomplish.  Be sure to begin your meeting on time and end within an hour.  Efficient meetings are where best work is accomplished.

 

What about when your comittee concludes?

There’s a definitely happiness to ending a well run, successful project!  At that time, sort through, declutter and eliminate the agendas. You might keep one of the last agendas to finalize the project and move the file to an archive location.

 

You might be wondering, does this apply to conference materials as well?  Conference materials are becoming more digital, rather than paper based.  Generally it’s a best practice to pull the materials you will use to save in either paper files or electronically by topic.  I suggest keeping these materials for 2 years to see if you use the materials.  After this, it’s time to delete or recyle.

 

More ideas on paper management here!

2 replies
  1. Linda Samuels
    Linda Samuels says:

    Oh, Ellen! Reading this brings me back to all the ICD meetings that I ran. I enjoyed being in that role, developing the agendas, and leading the group through the material. It was always an interesting dance to stick to the plan, but also allow some flexibility to stray as needed. When you work with creative people, you need some time (even if it’s limited) for discussing other ideas that pop up. And then you have to read the room to the make sure that everyone is participating and expressing their ideas. I love how you describe the process and can tell that you must be an amazing meeting leader. NAPO is so lucky.

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