Custom Agendas help your team create repeatable meeting flows for client meetings, project updates, daily huddles, planning sessions, and other conversations that do not fit a standard L10 agenda. Use this guide to create a Custom Agenda in Strety, add agenda items and tools, manage timing, and review completed agenda summaries.
The video above provides a full walkthrough of Custom Agendas. For step-by-step written instructions, continue to the sections below.
What Custom Agendas are
Custom Agendas are designed for any important meeting on your calendar, whether internal or with a client, recurring or one-off. Below are a handful of the many types of meetings you can run with Strety Custom Agendas:
Team: Daily huddles, project updates, pipeline reviews, and incident response meetings
Project: Kickoff, discovery, midpoint, and completion meetings
Client: Onboarding, QBRs, and strategy sessions
One-off meetings: Event or campaign planning, problem solving, and 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 the 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
Structure: Adding consistency to your recurring meetings so you can assess, iterate, and continually improve your meetings
Transparency: Having a historical summary of every team meeting helps keep everyone on the same page, especially for cross-functional efforts
Creating a new Custom Agenda
From the team’s Agenda tab, click Create Agenda.
Enter a Name and optional Description.
Choose whether to use a Template or start from scratch.
Note: By default, Auto Create Next Agenda on Completion is enabled. If this is a one-off meeting, disable the toggle before saving.
Building your Custom Agenda
Click Add in the left pane to build your agenda. You can add Custom Agenda items and 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 recurring by default, but you can disable recurrence if you only want the agenda item to appear on that particular meeting.
If a Custom Agenda item is recurring, you can also see the comment and 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 the Strety items assigned to or shared with a team, including To Dos, Rocks, Scorecards, Issues, and Headlines. When you add a tool to your Custom Agenda, you incorporate items assigned to or shared with your team into the agenda to review and discuss.
Note: The screenshot above shows how adding the Rocks tool to a Project Update meeting allows you to review and update the relevant Rocks within the meeting, providing extra context and information for the meeting topic. Not every item within a tool may be relevant to the Custom Agenda.
Best practices for adding tools
Below are a few guidelines when choosing which tools to include in Custom Agendas:
To Dos: Include in every Custom Agenda. There may be relevant open To Dos that relate to the meeting, and new To Dos may arise from the meeting
Issues: Include in most Custom Agendas. Issues can arise in any meeting, and including the Issues tool can ensure nothing pertaining to the meeting slips through the cracks
Rocks: Very useful when you have Rocks that are tied to the meeting topic, such as a team Rock for a client onboarding project
Scorecards: Useful when you want to add metrics to internal team meetings like daily huddles, pipeline reviews, and service standups
Headlines: Useful when information needs to be cascaded from the Custom Agenda. You can also create a Headline from the + Create button in the top navigation bar
Changing agenda item duration and timer mode
You can adjust the time allocated for each agenda item in your meeting. Updating agenda item duration and timer mode helps keep your meetings on track and respects attendees' time by making each topic's timebox clear.
Changing an agenda item duration
Hover over the agenda item.
Click the timer that appears next to the item.
Enter the duration you want to use for that agenda item.
Changing timer mode
Go to the top of the agenda section.
Click the three-dot menu next to Agenda.
Select Count up or Count down.
Strety applies the timer mode to future agenda items automatically.
Completed Custom Agendas
Once you complete a Custom Agenda, all members of the team, whether in attendance or not, 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.
Supplemental reading
Want to learn more? Check out these relevant Custom Agendas resources from Strety's Blog
AI Agenda suggestions: stop starting from scratch: Turn ideas into action faster with AI-generated agendas built for focused meetings.
Strategic Client Meeting Agendas for Service Businesses Running EOS: Run client meetings that turn transactional relationships into strategic partnerships.