Agendas

All new user accounts come with a set of agenda templates that follow the recommended EOS® meeting structures for different meetings your team might need:

• Annual Planning (day 1) - EOS®

• Annual Planning (day 2) - EOS®

• Focus Day - EOS®

• Quarterly pulsing™ agenda - EOS®

• Vision building session - EOS®

• Weekly L10 meeting - EOS®

You can use these templates as they are, or edit the timings and reorder or add new sections to customise them to meet the needs of your teams. You can also create custom templates of your own.

All agendas come with a conclude section that summarises the meeting activity, allows attendance to be recorded and the meeting to be rated by the attendees. You will also find the toggle in the conclude for sending a summary email and the button to conclude the meeting.

The other sections are optional and pull from different areas of your company data.

There are optional sections for the following:

• Scorecard™

• Rocks

• To-dos

• Issues (short-term)

• Issues (long-term)

• V/TO™ - Vision

• V/TO™ - Traction

• Accountability Chart

• Custom

Custom sections allow you to add a custom name and description that will display in the middle of the screen during that section of the meeting. You can also add a link to external resources that will be displayed as an iframe within the meeting section.

To edit your custom section click the cog icon.

For external urls please ensure your url starts with https:// for security purposes.

You will be able to see a preview of your links content by clicking the preview button. If everything looks ok click the Looks good button.

Some websites do not allow their content to be shown in iframes, in which case you will see an error. If it does not show your preview you can click the it does not work button and it will clear the url box for you.

This is ideal for things like Google Sheets and Docs where you keep additional information and you will be able to edit things directly in the iframe during your meeting.

You can change the order of sections, update the name, set different times for each section, toggle sections on and off, add a section description and delete a section.

Reorder sections

To change the order of the section you can drag the section by the 6 dot icon on the left hand side of the section.

Rename a section

You can rename a meeting section by updating the section name field.

Update section time

To change the time that the section will be allocated in the meeting you can use the up and down arrows or click in the box and update the number with your keyboard.

The time is in whole minutes and will be added to the total meeting time at the bottom of the agenda.

Toggle section visibility

You can use the visible toggle to choose which sections you want to show or not show in a meeting.

If the toggle is to the right and the toggle background is orange then the section will be visible. If the toggle is to the left and the toggle background is blue it will not be shown in the meeting.

To create a new agenda click the Add agenda button. You will then see a popup where you can give your agenda a name, optional description, choose a team the agenda is for and if the meeting is a stand alone meeting or needs to repeat.

When you click the Add agenda button your new agenda will be added to agendas list as a custom agenda.

Click into your new agenda. You will see that the conclude section of the meeting is already there are it is a required section.

You can now add other sections to your agenda by clicking the Add section button. You will see the list of available options as outlined in meeting sections. You can adjust the order of the sections, update the time for each section and add comments and attachments to the agenda.