Watch this video to see how to run a Custom Agenda from end-to end
What is a Custom Agenda
Custom Agendas are designed for any important meeting on your calendar, whether internal or with a client, recurring or one-off. Below are just a handful of the infinite types of meetings you can run with Strety's Custom Agendas
Team: Daily Huddles, Project Updates, Pipeline Review, Incident Response
Project: Kickoff, Discovery, Mid-Point, Completion
Client: Onboarding, QBR, Strategy Sessions
One-Offs: Event/Campaign Planning, Problem Solving, Idea Generation
Secondary L10s: Build a custom L10 agenda separate from the team default
Creating Strety Custom Agendas provides value before, during, and after each meeting by instilling:
Alignment: Defining what is purpose of the meeting for all attendees
Preparation: Sharing agenda topics in advance encourages more thoughtful, informed discussion, leading to better outcomes
Accountability: Knowing who owns which talking points during the meeting and who is responsible for any follow-up To Dos or Action Items ensures things get done
Structure: Adding consistency to your recurring meetings will yield more consistent results, allowing you to assess and iterate and continually improve your meetings
Transparency: Having a historical summary of every team meeting is so important to keep everyone on the same page, especially for cross-functional efforts
How to Add a New Custom Meeting Agenda
Click Create Agenda from your Team's Agenda tab
Give the Agenda a Name, Description (if desired), decide if you want to use a Template as a starting point or start from scratch, and add any additional Viewers from other teams to the Agenda
By Default, the Auto Create Next Agenda feature is enabled. If you intend for the agenda to be a one-off meeting, you can untoggle it
How to Build your Custom Agenda
Click Add in the left pane and begin to build your agenda. You can begin adding Custom Agenda Items & Tools from scratch or use a template as a starting point
Adding Custom Agenda Items
Custom Agenda Items are designed for any topic you want to discuss during the meeting. They are automatically set as recurring but you can toggle that off if you only what the agenda item to appear on that particular meeting.
If a Custom Agenda Item is recurring you can also see the comment & note history of that item from past agendas, providing historical context from meeting to meeting specific to that topic
Adding Tools to Custom Agendas
Tools represent each of the data components that are assigned or shared with a Team - To Dos, Rocks, Scorecards, Issues, or Headlines. When adding a tool to your Custom Agenda, you incorporate all items assigned to or shared with your Team into the agenda to review and discuss
In the above screenshot, we show how adding the Rock tool to our Project Update meeting allows us to review and/or update the relevant Rock(s) within the meeting, providing extra context and information for the meeting's topic.
Note: Not all items within a tool may be relevant to the Custom Agenda, but filters will be added down the road!
Best Practices: When to Add Tools to Custom Agendas
Below are just a few guidelines when choosing which tools to include in Custom Agendas
To Dos: Include in every Custom Agenda. Good chance there are relevant open To Dos that relate to the meeting and/or that new To Dos will arise from the meeting
Issues: Include in most Custom Agendas. Issues can arise in any meeting, and including the Issue tool can ensure nothing pertaining to the meeting slips through the cracks
Rocks: Very useful if/when you have Rocks that are tied to the meeting topic, i.e the example in the section above where Onboarding Acme Co is a Team Rock, I definitely want to include that Rock in my Project Update meeting
Scorecards: Super useful to add metrics to your internal team meetings like Daily Huddles, Pipeline Reviews, Service Standups, etc
Headlines: More important for L10 style meetings, but can still be useful to include if information needs to be cascaded from the Custom Agenda - but you can also achieve this via the + Create button from the top nav bar
Completed Custom Agendas
Once you complete a Custom Agenda, all members of the team - whether in attendance or not - will receive an email summary of the agenda that includes all high-level details including Issues Resolved, Headlines Discussed, and the meeting Ratings
You can also access all past Custom Agenda summaries from the Agenda tab in the Team Space
