Understanding Meeting Series #
A Meeting Series is a collection of recurring meetings that happen between the same group of attendees on an ongoing cadence inside Propel .
Instead of creating separate meetings every time you meet, the Meeting Series keeps all meeting-related information connected in one place.
What Is a Meeting Series? #
A Meeting Series includes:
- Recurring meetings
- Attendees
- Scorecards
- Activities
- Initiatives
- Tasks
- Communication
- Shared resources
The purpose is to keep all work tied to that group and cadence centralized.
Why Meeting Series Matter #
If you create a brand-new meeting every single time your team meets, your information becomes fragmented.
That means:
- Tasks get separated
- Roadmap discussions disappear into old meetings
- Scorecards are disconnected
- Resources become difficult to find
A Meeting Series solves this by creating one “home base” for an ongoing working relationship.
Examples of Good Meeting Series #
- Weekly Leadership Team Meeting
- Sales Team Huddle
- One-on-One Manager Meetings
- Client Advisory Meetings
- Operations Weekly Sync
Cadence Flexibility #
A Meeting Series can support:
- Weekly meetings
- Multiple meetings per week
- Monthly meetings
- One-time scheduled meetings
You can:
- Move meetings
- Edit cadence
- Cancel individual occurrences
…without losing the information tied to the Meeting Series itself.
What Lives Inside a Meeting Series #
Inside the Meeting Series, users can manage:
Scorecards & Activities #
Track KPIs, goals, and leading indicators tied to the meeting cadence.
Initiatives & Roadmap Items #
Manage projects and execution priorities connected to the team.
Tasks #
Assign and monitor action items across attendees.
Collaboration & Communication #
Keep discussion and accountability tied directly to the work being done.
Resources #
Attach documents, playbooks, and supporting materials.
Key Concept #
The Meeting Series is the container.
Individual meetings are simply occurrences within that container.
This keeps:
- historical context
- accountability
- goals
- execution
- meeting documentation
…all connected over time.