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Published byWarren Maultsby Modified over 10 years ago
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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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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 meeting Once 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 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
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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’.
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