Pinnacle Weekly Tactical | Video Guide
Run your first Weekly Tactical
Navigate to the Agendas tab from your team page and click into the active Weekly Tactical agenda
Customize your Weekly Tactical Agenda
Not all teams run Pinnacle or their Weekly Tactical meetings by the book. Strety gives you the option to set custom durations for each section, toggle on/off sections, reorder sections, and even add custom sections so you can fully control what gets discussed in the most important meeting of your week
Run the Weekly Tactical
Once you have your Weekly tactical configured how you want it, you're ready to run your first meeting! Click Start Agenda, mark who is attendance, and use the Next nav button in the top right to progress through the meeting
As you move through each section, notice the timer counting up in the left agenda pane. As the allocated time nears, the timer will turn red letting you know it's time to wrap-up that section.
At any point throughout the meeting, you're also able to create an Action Item, cascade an announcement to other teams, and take notes. Take advantage of the features during the meeting rather than after. You can also trigger a tangent alert if things start to deviate too far off track as good natured way to get everyone to refocus.
The Topics section is typically where teams spend the majority of their Weekly Tactical time. We recommend giving everyone a couple minutes to review the Topic list and vote for the topics they feel are highest priority. Everyone gets (3) votes. We show a vote counter in the top right so you know once everyone in attendance has exercised their full voting power. Once the votes are in, click the Votes column header for a quick sort and begin to tackle your topics list.
You can merge Topics, send Topics to other teams, cascade a message from an Topic, and convert short to long and long to short by clicking the 3-dot menu of any Topic. Again, do this during the meeting, not after.
We believe it's important to celebrate the wins - big and small - and resolving topics should be seen as a win. Hopefully you are able to resolve a few during your first Weekly Tactical. If you want to take your celebrations up a notch, you can customize the confetti settings from your personal profile and make it rain emojis across your screen.
You can disable confetti anytime if or when meetings require a more formal tone
Check-Out of the Weekly Tactical
The check-out page serves as both a meeting review and an opportunity for housekeeping. On it, you'll see a list of Action Items that remain open, any cascading messages that were sent out during the meeting, a rating section where everyone in attendance can provide rankings and add context, as well as option to have Strety auto-archive any resolved Topics and discussed Announcement (recommended).
Upon concluding the meeting, you'll see a meeting summary page. The summary is sent out via email to everyone on the team whether they were in attendance or not - making it easy for everyone to stay aligned on what was discussed that day.
We'll show you total meeting time, # of attendees/absentees, # of tangents, average ranking, a Topics report, an Announcement report, and an aggregated set of notes from anyone who took them throughout the meeting
When you navigate back to then pilot or test teams Agenda tab, you'll see the competed agenda in the Past Agendas section and the the current - or next - iteration of the Weekly Tactical ready in the Active Agendas section