Where Should I Put My Meeting Agenda? #
A common question is: Where do I put my meeting agenda in Propel?
The answer is that your meeting agenda is already built into the meeting structure.
When you open a meeting series, the navigation bar across the top serves as your meeting agenda and guides the flow of the meeting.
Typical agenda sections include:
- Intro
- Scorecards
- Activities
- Initiatives
- Tasks
- Next Steps
This structure is designed to help teams run consistent, focused meetings and ensure important topics are addressed in the same order each time.
Using the Built-In Meeting Agenda #
The agenda bar is intended to provide a repeatable framework for your meetings.
By following the agenda sections, teams can:
- Review performance metrics
- Discuss priorities
- Track progress on initiatives
- Assign accountability
- Confirm next steps
Using the same structure across meetings improves consistency, accountability, and execution.
Using Discussion Topics #
Within the meeting, you will also find a Discussion Topics section.
Discussion Topics are intended for:
- Quick updates
- Questions
- Announcements
- Issues that require brief discussion
- Topics that are not already covered within the agenda structure
Think of Discussion Topics as a parking lot for items that need attention but do not belong within Scorecards, Activities, Initiatives, Tasks, or Next Steps.
Best Practice: Keep Discussion Topics Brief #
As a best practice, teams should spend no more than approximately 10 minutes in the Intro and Discussion Topics sections combined.
Discussion Topics should be used for:
- Quick decisions
- Short updates
- Immediate clarifications
If a topic requires extensive discussion, planning, or multiple follow-up actions, it likely should not remain a discussion topic.
When a Discussion Topic Becomes an Initiative #
If a topic requires significant time, multiple actions, or ongoing accountability, it should be converted into an Initiative.
An Initiative provides:
- Defined ownership
- A clear scope
- Roadmap Items
- Due dates
- Accountability
- Progress tracking
Instead of repeatedly discussing the same issue in meetings, create an Initiative and build a plan to address it.
Best Practice #
Use Discussion Topics for quick conversations and updates.
Use Initiatives for anything that requires meaningful planning, execution, or ongoing accountability.
This approach helps meetings stay focused while ensuring important work is captured, assigned, and completed.