TABLE OF CONTENTS


Overview


Our Group Meetings feature is designed to streamline team discussions, track progress, and set actionable goals—all in one place. This guide will walk you through each stage of a Group Meeting, highlighting how each component supports a productive and focused session.




Step 1: Check-In


Purpose: The Check-In sets the tone, helping team members reconnect and focus before diving into work discussions.


  1. Start by opening the Group Meeting section and selecting your scheduled meeting.
  2. The Check-In page will prompt each team member to share quick personal or work updates.
  3. Use this time to establish rapport and allow everyone to share highlights, setting a positive atmosphere.



Step 2: Review the Scorecard


Purpose: The Scorecard provides a snapshot of key performance indicators (KPIs) to monitor progress toward team and company goals.


  1. Move to the Scorecard tab to view team KPIs.
  2. Each metric (e.g., sales numbers, response times) is tracked here, helping teams gauge overall performance.
  3. Use the Scorecard to discuss any metrics that need attention, celebrate wins, and identify areas for improvement.



Tip: Focus on metrics that have deviated from targets, using this time to brainstorm corrective actions. Don't spend too much time discussing in the scorecard review. Use the multi-create button to drop the topic to the Issues list and discuss during that portion of the meeting.



Step 3: Review Headlines

Purpose: Headlines are significant announcements or updates, covering achievements, news, or challenges that need visibility.


  1. Navigate to the Headlines tab.
  2. Team members can add notable items, such as new clients, project milestones, or team member shout-outs.
  3. Review each headline together to ensure the entire team is aligned on major updates and has the chance to share insights or feedback.


Tip: Encourage team members to add headlines ahead of time to keep meetings efficient.



Step 4: Address Tasks


Purpose: The Tasks section keeps track of team assignments, helping ensure that all action items are progressing as expected.

  1. Go to the Tasks tab, where tasks are grouped by assigned member, status, or due date.
  2. Review each person’s tasks, ensuring there are no blockers and confirming completion status.
  3. Discuss any overdue tasks to understand reasons and adjust resources or deadlines if necessary.



Tip: Regularly updating tasks helps everyone stay accountable and aligned on deliverables.


Step 5: Review Goals


Purpose: Goals represent longer-term team objectives, guiding efforts toward shared outcomes.

  1. In the Goals tab, you can view current team goals, grouped by priority, owner, or progress.
  2. Check each goal’s status and discuss any roadblocks, upcoming deadlines, or adjustments.
  3. Confirm that team members have the resources needed to meet their goals.



Tip: Encourage team members to update progress on goals prior to meetings to keep discussions focused and action-oriented.


Step 6: Tackle Issues


Purpose: The Issues section addresses any blockers or challenges that could impact team progress, prioritizing solutions to keep work on track.

  1. Open the Issues tab to see a list of open items, organized by priority or status.
  2. Start with the highest-priority issues, discussing each one in depth to find actionable solutions.
  3. Assign ownership and set deadlines for follow-up, ensuring accountability.



Tip: Limit time on each issue to keep the meeting productive and focused.


Step 7: Wrap Up


Purpose: The Wrap-Up solidifies takeaways, aligns the team on follow-up actions, and confirms accountability.

  1. Conclude by reviewing key takeaways and assigning any new tasks that arose during the meeting.
  2. Summarize actions for the week and verify that all team members know their responsibilities.
  3. Close the meeting by setting the next date and time or any follow-up sessions needed.



Final Thoughts


Using each component in a structured flow keeps Group Meetings organized, productive, and focused on results. By consistently following these steps, teams can maximize meeting effectiveness, reinforce accountability, and drive progress.