Agenda Setup and Fine Tuning (Video + Tips)

These are updated instructions for setting up your standard meeting agenda and tweaking it as necessary for individual meetings. In addition to trying to explain the software better, I have worked on simplifying the software itself to make the process easier!

If you don’t have time to watch the video, I’ve included some key points below. See also: Sample Contest Agendas: Evaluation and Humorous Speech.

One of the most important improvements is a new tool for planning the timing of your meetings. As you change your time estimate for each “stage directions” agenda note or each block of roles, the time estimates change automatically. You can also check to delete a role from the agenda if you will not have time for it in the context of a given meeting.

Adjusting the planned timing for a meeting.

Both the Agenda Setup and Agenda Timing tools can be used either to make changes for an individual meeting or to modify your standard meeting template and all the agendas based on that template.

Agenda Setup menu

With a time limit set for speeches, members who try to sign up for a speech project that would exceed that limit will get a warning that they need to ask the meeting organizer about adjusting the agenda or the club may not be able to accommodate them.

A warning that signing up for this project would exceed the total time allowed for speeches.

When you edit an agenda in the WordPress editor’s Visual mode, you will see the different components are now color-coded blue for roles, red for agenda notes, and purple for editable fields.

An agenda setup viewed in the WordPress editor’s Visual mode.

Click on any of these placeholders to get a popup editor window. Here, we’re modifying the speaker role and changing the time allowed for speeches.

Role editor popup.

The purple “editable” fields are agenda notes that instead of or in addition to any static content include the ability for you to add or edit a note on the front end of the website. This option becomes available in the same Edit Signups mode you would use to assign other members to roles.

This is useful for things like a Theme and/or Word of the Day field that changes from week to week. In the example below, it’s used to record the details about a guest speaker (or test speaker) for an evaluation contest.

A field that is editable on the front end of the website (Edit Signups mode)

Your agenda plan will rarely be perfect. Typically, the Toastmaster of the Day and club leaders will have to make last-minute adjustments no matter how carefully you plan. Still, you can maximize your odds of success by planning well.

 

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