TABLE OF CONTENTS


Overview

The Group Meetings feature in Team GPS helps your team organize, track, and run productive meetings focused on driving the business forward. This guide will walk you through the setup, from configuring preferences to creating and scheduling your meetings.



Step 1: Configuring Company Preferences


Purpose: Configuring Company Preferences allows you to customize modules and agenda items, so they align with your team’s language and goals. This flexibility ensures that Group Meetings resonate with your company’s unique terminology and meeting style.


  1. Go to Company Preferences within Team GPS.
  2. Locate the Group Meetings settings.
  3. Customize module names as needed. For example, if your team follows the EOS framework, you can rename “Goals” to “ROCKS” to match EOS terminology.


Tip: Customizing names makes it easier for your team to relate to each agenda item and keep meetings aligned with your goals.



Step 2: Creating a New Group Meeting


Purpose: Setting up a meeting with defined attendees and a clear schedule ensures that your team remains informed and ready to engage in meaningful discussions.


  1. In Team GPS, go to the Group Meetings tab.
  2. Select Create New Meeting to start setting up your meeting.
  3. Assign Attendees: Add team members who should participate by selecting them from the list or typing their names.
  4. Set the Meeting Title: Choose a descriptive title, such as “Weekly Leadership Check-In” or “Project Planning.”
  5. Add Meeting Components: Choose which sections (Tasks, Goals, Issues, etc.) to include in your meeting. The system will display default options, but you can adjust them based on your team’s focus.


Tip: Setting up recurring meetings helps keep the team aligned and fosters accountability over time.



By following these setup steps, you'll ensure that your Group Meetings are organized, clear, and optimized for meaningful discussions