In addition to creating a Level 10 Meeting™ or Same Page Meeting®, you can also create a Custom Meeting! This includes being able to reorder meeting segments, change their allotted time, remove a meeting segment, and add a custom meeting segment. Follow the below instructions to create your ideal Custom Meeting.
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From the Dashboard, click the plus button to the right of "Meetings."
- Click “Custom Agenda” to begin building your custom meeting.
- Begin building your custom meeting by adding new meeting segments. Click “Add Section” to add your new meeting segment. Give the agenda item a name, and then select what content you would like the segment to contain from the “Add to Agenda Item” dropdown. Choices include an editable notepad and the Level 10 Meeting segments.
NOTE: You must choose an option from the "Add to Agenda Item" dropdown for the newly added segment to populate.
- Edits to the order and length of each meeting segment can be made on the right side of the screen. Simply drag and drop the segments to reorder them, click a segment’s icon to change it, click the time dropdown to increase or decrease the length of the segment, and click the trash can to remove the segment.
- Next, select the attendees of the meeting. You can click in the search bar of the “Attendees” section to see everyone who is currently a member of your organization. You can also type the name of the person you would like to add and select them from there.
- Finally, give your meeting a name and set the date and time of when the meeting will run.
- Click “Create Meeting,” and the meeting will now appear on your homepage!
Below is an example of a custom meeting in EOS One™ to run a Quarterly Meeting lasting 8 hours (480 minutes). A video demonstration of running this meeting can be found at the bottom of the page. The meeting segments are:
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Check-In: 15 minutes
- Segue
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Notepad (Personal and business best from the quarter, what is working and not working, and expectations for the meeting)
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Review Prior Quarter: 30 minutes
NOTE: Prior to running this meeting, add your meeting’s Rocks to this meeting. Instructions on having Rocks appear in multiple meetings can be found here.- Rocks
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Notepad (Grade Last Quarter)
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Review V/TO®: 1 hour
NOTE: Prior to running this meeting, print your V/TO. Instructions on how to do so can be found here. Alternatively, you can put a link to your V/TO in EOS One through hyperlinked text in the notepad.-
Notepad (Provides a space for any notes/comments)
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Notepad (Provides a space for any notes/comments)
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EOS® Tools: 1 Hour
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Notepad
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Notepad
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Rocks: 2 hours
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Notepad (Provides a space to add new Rocks)
NOTE: Previous Rocks need to be removed, and these new Rocks will have to be entered on the Meeting page of the appropriate meeting after the Quarterly meeting concludes. Instructions on doing so can be found here.
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Notepad (Provides a space to add new Rocks)
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IDS: 3 hours
- IDS
- IDS
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Next Steps: 7 minutes
- Notepad
- Notepad
- Conclude: 8 minutes