Meetings Module Overview #

The Meetings module is where teams manage, organize, and run recurring meetings in Propel. It serves as the central location for meeting agendas, scorecards, initiatives, tasks, resources, and accountability.

Understanding Meeting Series #

When you open the Meetings module, you’ll see a list of the meeting series you attend or have access to.

A meeting series is a recurring meeting between a group of people. Rather than creating a new meeting each time you meet, a meeting series keeps all related information, discussions, tasks, initiatives, and resources together in one place.

Benefits of a Meeting Series #

• Maintains meeting history in one location
• Keeps projects and initiatives connected to the meeting
• Tracks accountability over time
• Stores resources and discussion topics
• Eliminates the need to recreate meeting content each week

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Creating a Meeting Series #

To create a meeting series:

1. Navigate to Meetings.
2. Click Add Meeting Series.
3. Enter a meeting title.
4. Select whether it is an advising meeting.
5. Assign an owner.
6. Add editors and attendees.
7. Select meeting attendance type (virtual or in-person).
8. Add or save a default meeting link.
9. Save the meeting series.

Access Levels #

Owner

• Full control of the meeting series
• Can edit settings, attendees, scorecards, and initiatives

Editor

• Can add and edit initiatives, roadmap items, scorecards, activities, and meeting content

Attendee

• View-only access to meeting content

Users who are not owners, editors, or attendees cannot see the meeting series or any associated content.

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Managing Meeting Cadence #

Within a meeting series, you can:

• Edit recurring meeting schedules
• Add additional recurring cadences
• Schedule one-time meetings
• Move individual meetings to a new date
• Cancel individual meetings
• Copy meeting links for Google Calendar or Outlook

This flexibility allows teams to maintain a consistent meeting structure while adjusting individual occurrences as needed.

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Meeting Agenda Structure #

Propel uses a structured meeting framework designed to encourage accountability, execution, and productive discussions.

Intro #

The Intro section is used to:

• Share wins
• Discuss challenges
• Capture quick discussion topics
• Set the tone for the meeting

Best Practice #

Spend no more than 10–15 minutes in this section before moving into execution-focused topics.

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Scorecards #

Scorecards track month-over-month business performance.

Within Scorecards, you can:

• View scorecards pinned to the meeting
• Create scorecards
• Add goals
• Track KPI performance
• Review historical results

Multiple scorecards can be pinned to a single meeting series.

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Activities #

Activities track leading indicators and recurring behaviors that drive future performance.

Examples include:

• Sales calls
• Marketing campaigns
• Networking activities
• Prospecting efforts

Activities vs. Goals #

Goals (Scorecards)

• Monthly performance results
• Lagging indicators

Activities

• Weekly actions and behaviors
• Leading indicators

Activities help teams focus on the actions that drive long-term results.

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Initiatives #

The Initiatives section is where strategic priorities and projects are managed.

Here you can:

• Pin initiatives to the meeting
• Track roadmap items
• Review project progress
• Hold owners accountable
• Monitor execution

Multiple initiatives can be pinned to a single meeting series.

Initiative Structure #

Initiative → Roadmap Item → Task

Each initiative contains roadmap items, and roadmap items may contain tasks assigned to team members. This structure helps break large priorities into manageable actions.

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Tasks #

The Tasks section provides a consolidated view of tasks associated with the meeting series.

Tasks may be:

• Linked to initiatives
• Linked to roadmap items
• Standalone action items

Whenever a task is assigned, the assigned individual receives a notification within Propel.

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Next Steps #

The Next Steps section is used to close the meeting and prepare for future execution.

Here you can:

• Review completed discussion topics
• Add future discussion topics
• Confirm the next meeting date
• Record meeting takeaways
• Review upcoming activities
• Review outstanding tasks

This section ensures accountability between meetings and captures important insights before the meeting concludes.

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Resources #

Resources provide quick access to documents, links, templates, and materials frequently used by meeting attendees.

Resources can be pinned directly to a meeting series so participants always have easy access to the information they need.

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Best Practice #

Use one meeting series for each recurring group of attendees. Rather than creating new meetings each week, maintain a single meeting series that houses all discussions, initiatives, scorecards, tasks, and resources. This creates continuity, improves accountability, and keeps meeting-related work organized in a single location.