Agenda Builder
BoardSpot's agenda builder tool is an easy way to create your meeting agendas. With features such as topic duration times, outcome types, and presenter assignments your agenda materials will be comprehensive and professional.
Organization Admins and Committee Admins can create an agenda. Contact your organization's administrator(s) for assistance with this task.
New agendas start off with a blank agenda that can be updated or removed to start with a blank slate.
To create an agenda from scratch, click Clear agenda to remove all the agenda items. Then begin adding topic details.
To use a pre-written agenda template (from a word doc, for instance), start by clicking Clear agenda to remove all the agenda items. Then, copy text from the pre-written template and paste it into the blank agenda.
In an agenda, each Roman numeral represents a different primary topic. To create sub-topics use the 'return' and 'tab' keys, or select the blue indent symbols on the left. Select Add item to insert more topic lines. All text can be edited.
Minute durations can be assigned to each agenda topic and sub-topic. A running total will be automatically calculated and displayed at the top of the agenda draft. In the final agenda you can choose to show these minute durations, the time that topic should start, or both.
Presenters and outcome types can be assigned for each agenda topic and sub-topic. Presenter names and outcome symbols will appear to the right of the topic text for easy visual identification in both the draft and final agenda.
Supplemental documents can be added to each agenda topic and sub-topic. A paperclip symbol will be place to the right of the topic text for easy visual identification in the draft. In the final agenda, the document name link will appear under the agenda topic where it is assigned.
Descriptions can be added to each agenda topic and sub-topic. A symbol will be placed to the right of the topic text for easy visual identification in the draft. In the final agenda, the description will appear under the agenda topic where it is assigned.
Once the agenda draft is complete, click Continue, and then Save to save the changes to the meeting.
Organization Admins and Committee Admins can create an agenda. Contact your organization's administrator(s) for assistance with this task.
Use the agenda builder tool by clicking the Create new agenda dropdown menu button, and selecting the Use agenda builder (preferred) option.
Building a new agenda:
New agendas start off with a blank agenda that can be updated or removed to start with a blank slate.
To create an agenda from scratch, click Clear agenda to remove all the agenda items. Then begin adding topic details.
To use a pre-written agenda template (from a word doc, for instance), start by clicking Clear agenda to remove all the agenda items. Then, copy text from the pre-written template and paste it into the blank agenda.
Adding topic details:
In an agenda, each Roman numeral represents a different primary topic. To create sub-topics use the 'return' and 'tab' keys, or select the blue indent symbols on the left. Select Add item to insert more topic lines. All text can be edited.
Minute durations can be assigned to each agenda topic and sub-topic. A running total will be automatically calculated and displayed at the top of the agenda draft. In the final agenda you can choose to show these minute durations, the time that topic should start, or both.
Presenters and outcome types can be assigned for each agenda topic and sub-topic. Presenter names and outcome symbols will appear to the right of the topic text for easy visual identification in both the draft and final agenda.
Supplemental documents can be added to each agenda topic and sub-topic. A paperclip symbol will be place to the right of the topic text for easy visual identification in the draft. In the final agenda, the document name link will appear under the agenda topic where it is assigned.
Descriptions can be added to each agenda topic and sub-topic. A symbol will be placed to the right of the topic text for easy visual identification in the draft. In the final agenda, the description will appear under the agenda topic where it is assigned.
Saving the agenda:
Once the agenda draft is complete, click Continue, and then Save to save the changes to the meeting.
Building the agenda outline:
Adding agenda durations:
Adding agenda presenters and outcomes:
Adding agenda supplemental materials:
A final meeting agenda:
Updated on: 02/06/2023
Thank you!