You can move an Issue to another meeting or directly to the Vision/Traction Organizer® (V/TO®) during a live meeting. This is especially helpful when it becomes clear that an Issue is better suited for a different discussion or strategic review in the V/TO.

You can move Issues during the IDS® section in two ways:

Option 1: From the Current Issues List.

1. Click the vertical ellipsis next to the Issue.

2. Select “Move.”

3. Choose the Owner and select the destination: another meeting, or the V/TO.

Option 2: After Prioritizing in IDS

1. Once Issues are prioritized, click the “Move” button.

2. Choose the Owner and the meeting or V/TO to send the Issue to.

Note:

• Only people marked as present in the meeting will appear in the Owner dropdown.

• The meeting list is limited to those meetings where the selected Owner is already an attendee.