Meeting Agenda

Introduction

An agenda outlines the topics and goals to be covered during a meeting, providing structure and clarity for all participants. They help ensure that the meeting stays focused, time is used efficiently, and key points are addressed.

With PerformYard Meetings, agendas are collaborative meaning both meeting participants can add items to it before, during, or after the meeting.

Creating an Agenda Item

To create an agenda item, click + Add Agenda Item.

Type in what you’d like to talk about and then hit the green check mark.

Your agenda item should now be in the list of agenda items.

Editing an Agenda Item

To edit an agenda item, click the pencil icon.

Make any changes to what you’d like to talk about and then hit the green check mark.

Your agenda item should now be updated in the list of agenda items. If this agenda item was carried over from a previous meeting, it will remain unedited in that meeting.

If you’d like to discard your changes while editing an agenda item, click the red x icon.

Marking an Agenda Item as Complete or Incomplete

After discussing an agenda item, you can mark it as complete by clicking the corresponding checkbox. This helps inform meeting participants that the topic has been thoroughly covered and doesn’t need further discussion. If an agenda item was carried over from a previous meeting, marking it as complete or incomplete in the current meeting will not affect its status in earlier meetings. Each instance of the agenda item maintains its own completion status independently.

If you need to mark a completed agenda item as incomplete, simply click the checkbox again to reset it.

Deleting an Agenda Item

To delete an agenda item, click the x icon. Please note, this will permanently delete the agenda item from the agenda of this meeting. If this agenda item was carried over from a previous meeting, it will remain in that meeting.

Adding a Goal as an Agenda Item

Employees who share a manager–direct report relationship can add goals as agenda items for meetings. To add a goal to a meeting agenda:

From the Goals Section:

1. Click the ellipsis next to the goal you'd like to add as an agenda item
2. Click Add to Agenda 

From the Agenda Section:

1. Click Add Goal in the Agenda section

2. Find the goal(s) you'd like to add to your agenda and click their checkbox

3. Click Add Goals

Once a goal is added as an agenda item, it should be present in the agenda section.

Goal agenda items have slightly different management options than regular agenda items. You’ll notice that the pencil icon is replaced with a cog icon, reflecting the additional actions that can be taken on goals during a meeting, such as:

• Editing the goal's details
• Updating the goal's progress
• Adding a message to the activity stream
• Marking the goal as complete
• Archiving or reopening the goal

These options allow you to manage a goal without ever leaving PerformYard Meetings.

Seeing Agenda Updates

To see any updates to a meeting’s agenda during a meeting, refresh the page.