Quick Start Guide to Online Meetings

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Meetings

Contact Us For Support
Alan Mackenzie, 
B Acc, CA (SA)
B Com (Hons) IT,
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+27 71 50 71 400
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Enterprise Knowledge Management

The 10 Steps to Going Live


There are ten steps to hosting your first meeting. These are:
  1. Appoint a Site Administrator to mange the setup options and a Meetings Administrator to type the meeting minues in the meeting room backoffice
  2. Gather Content & Build Meetings Pack APPs by linking to original format pages or to specialist Webpages
  3. Setup Meetings Categories
  4. Add Meetings & Design the Meeting Wall's Structure by selecting from the range of options
  5. Add to the Minute Pages Template Library by adding company specific meeting minute templates
  6. Add Meeting Presentation Content to Specialist Webpages and link these to the Meeting Wall Minute pages
  7. Distribute Meeting Packs with a link to the meeting wall. Our Meeting Pack APP is unique. You can detail alerts on the home screen and link to tap to dial lists of telephone numbers, e-mail addresses, urls or to thousands of content pages hosted on specialist webpages.
  8. Appoint and provide login details to the Meetings Administrators to take the Meeting Minutes.
  9. Host the Meeting. Our meeting wall is also unique as it allows you to have scroll box windows open on up to six meeting minute pages at once with on and off record chat, optional social media integration, draft minute downloads, presentation sharing and opinion polling.
  10. Manage Comments, Comment Followers, Voting Detail and finalise the Draft Minutes.
The ten steps.
 
1. Appoint a Site Administrator to mange the setup options and a Meetings Administrator to type the meeting minues in the meeting room backoffice
  • Finalise Policy Guidelines
  • Create Meeting Categories
  • Finalise a Meetings Calendar
  • Appoint Meeting Attendees
 
2. Gather Content & Build Meetings Pack APPs by linking to original format pages or to specialist Webpages
  • Hyperlink Original Documents from a Webpage
  • Load Content to Specialist Webpages - see 6 below
  • Create Alerts, Link & List Communicator APPs
  • Define minimum document security requirements
 
3. Setup Meetings Categories
  • Organise meetings into categories such as:
    • Public meetings
      • Such as the Staff Car Club
      • The Annual General Meeting etc
    • Private Meetings
      • Board meetings, sales meetings, factory etc.
 
4. Add Meetings & Design the Meeting Wall's Structure by selecting from the range of options
  • Setup The Meeting Structure for Each Meeting
  • Select an Audio Channel, in meeting opinion surveys and doc sharing
  • Setup on record, private and off record chat and comment systems
  • Set up a meeting "Go Live" Date & Time
  • Decide on immediate or the later release of on record comments & draft minutes

 

5. Add to the Minute Pages Template Library by adding company specific meeting minute templates

  • Add Intro/Version control meeting wall page templates
  • Add Agenda meeting wall page templates
  • Add Decision meeting wall page templates
  • Add Action Plan / Feedback Reports meeting wall page templates
  • Add other templates eg Budget Frameworks and Marketing/ Sales Projection Templates

 

6. Add Meeting Presentation Content to Specialist Webpages and link these to the Meeting Wall Minute pages

  • Create download pages with original document hyperlinks for Meeting Packs
  • Add Image slide shows, rotators, alternators, image/text surveys, forms etc.
  • Setup facebook/Instagram/Twitter Integration for sharing & image harvesting
  • PDF & Video Download Register Pages
  • Add Linked webpages with password access & social media image harvesting

 

7. Distribute Meeting Packs with a link to the meeting wall

Our Meeting Pack APP is unique. You can detail alerts on the home screen and link to tap to dial lists of telephone numbers, e-mail addresses, urls or to thousands of content pages hosted on specialist webpages.

  • Link Content to a Meeting Pack
  • e-Mail Attendees the Link to the Communicator APP
  • Notify those that have the Communicator App to Open It
  • Follow up on Meeting Pack user friendliness and assist

 

8. Appoint and provide login details to the Meetings Administrators to take the Meeting Minutes

  • Load Meeting Wall Links to the Meeting Pack
  • Load Other Links to the Meeting wall
  • Load Meeting Presentation pages (if any) to the meeting
  • Train the Meeting Administrator on taking Minutes or Outsource

 

9. Host the Meeting

Our meeting wall is also unique as it allows you to have scroll box windows open on up to six meeting minute pages at once with on and off record chat, optional social media integration, draft minute downloads, presentation sharing and opinion polling.

  • Online meetings that are not live
    • Attendees link to the meeting wall & review documentation
    • Attendees vote on all agenda items
    • Attendees can share presentations, comments, chat and private messages
    • At a given time on a given date attendees can return to review the draft minutes
  • Online real time meetings
    • Attendees link by Skype, Conferencce Call or Other
    • Opinion Surveys and Voting can be built/voted on during the meeting
    • Attendees can share presentations, comments, chat and private messages
    • Attendees can instantly see the poll result at that stage but they do not see who voted for what
    • Attendees can vote anonymously if they do not login to the site
  • Offline Meetings
    • Attendees can reference their Meeting Packs in the Meetings on hand held devices

 

10. Manage Comments, Comment Followers, Voting Detail and Draft Minute finalisation

  •  Here you can see who is following what topics
  • Download comment files for archiving with draft minutes
  • Download spreadsheets on who voted for what for draft minutes

 
 
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