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- Meeting Management
- Process
- Meeting to assigned work
Meeting to assigned work
The organizer opens the upcoming meeting with its project context and checks the pending agenda. A topic can be marked Met after discussion or Missed when the team still needs an answer. The organizer then creates action items against the meeting; the Project Manager confirms that each has an assignee and due date.
Step by step
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Plan meeting Project Manager
Set the project, organizer and schedule. Project Manager owns this step.
- Set the project, organizer and schedule.
- Updates Meetings, Projects
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Prepare agenda Meeting Organizer
Name pending topics, owners and due dates. Meeting Organizer owns this step.
- Name pending topics, owners and due dates.
- Updates Agenda items, Projects
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Hold meeting Meeting Organizer
Mark meeting progress and record the discussion context. Meeting Organizer owns this step.
- Mark meeting progress and record the discussion context.
- Updates Meetings
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Record agenda outcomes Meeting Organizer
Mark each project topic Met or Missed. Meeting Organizer owns this step.
- Mark each project topic Met or Missed.
- Updates Agenda items
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Assign actions Project Manager
Assign a title, owner and due date to work from the meeting. Project Manager owns this step.
- Assign a title, owner and due date to work from the meeting.
- Updates Action items, Meetings, Team members
Who does what
Roles and permissions- Project Manager
- Coordinates the project; Meeting Organizer prepares the meeting; Team Member updates assigned work; Attendance Approver reviews approval outcomes; Delivery Lead reviews exceptions and verification.
Set up Meeting Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.