Creating a meeting agenda

Build and share a structured agenda before the meeting so everyone comes prepared.

A good agenda keeps a board meeting on track. In Stewardly you build the agenda ahead of time, add timed items, and share it with the board so every attendee knows what to expect before they walk in.

Schedule a meeting and build the agenda

  1. 1Open Meetings from the dashboard sidebar and select “Schedule Meeting”.
  2. 2Enter the title, date, time, and location (a room or a video link).
  3. 3Add agenda items one by one, with an optional time estimate for each.
  4. 4Reorder items with the up and down arrows until the flow makes sense.
  5. 5Save. The meeting appears under Upcoming and members are notified.

Editing later

Need to add a late item or fix a time? Open the meeting and select “Edit details” to update the agenda any time before — or during — the meeting.

Tip · Put the most important decisions early in the agenda, while attention and quorum are strongest.

Still need a hand?

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