indistar® leadership team meetings. where can we plan a meeting? choose ‘plan your meeting’...
TRANSCRIPT
![Page 1: Indistar® Leadership Team Meetings. Where can we plan a meeting? Choose ‘Plan Your Meeting’ from the main menu screen Click on Meeting Agenda Setup](https://reader035.vdocuments.site/reader035/viewer/2022070307/551aa1875503466b3a8b5732/html5/thumbnails/1.jpg)
Indistar®
Leadership Team Meetings
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Where can we plan a meeting?
• Choose ‘Plan Your Meeting’ from the main menu screen
• Click on Meeting Agenda Setup
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Set up a New Meeting
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Set up a New Meeting
To set up a new Meeting, add:
Meeting date Meeting time Meeting title Meeting
location
Click Save/Update
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Add indicators
To add Indicators or Objectives to a Meeting Agenda, click on Button 2:
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• Apply filter or choose a Section to view indicators to choose from
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Choose indicators to assess or plan
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Indicators/Objectives will become color-coded as they are assessed,
planned and implemented
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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
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• 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
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Add ‘Other Business’, if applicable, and click SAVE
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Prepare documents for meetingOnce an agenda has been created, the process manager should then prepare (print or save and email) 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
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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
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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
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Wise Ways®
The process manager should print or export and email 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.
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Adding Meeting MinutesOnce 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
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Watch a ‘How-to’ video tutorial
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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
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Edit current agenda or add Meeting Minutes
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Simply edit date, time, location, indicators or other business and
SAVE
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Remove a Meeting
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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.
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View existing Agendas or Meeting Minutes
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To view, export, or print
a meeting agenda or
minutes, click on the link
under ‘View Agenda or Minutes’.