Running an Annual Meeting
Learn how to effectively plan and run a successful Annual Meeting.
Table of Contents
Remember
- A user starts a new meeting, and Day 1 is started by default
- The meeting runs like the Quarterly and Level 10, with functionality on most pages and some sections having just text direction. For example, you have the “Objectives” prompt on Team Health, but each team does something different yearly, so refer to your Implementer for instructions.
- Upon concluding Day 1, no recap email is sent, and no ratings are taken. You will finish the meeting, and the Recap / Ratings will be covered in Conclude of Day 2.
Starting Day 2
Once you have pressed "FINISH" on Day 1, you will return to the Meetings page and see that meeting in your Active Meetings area. This will allow you to end your session and pick up the next day by starting the Day 2 agenda!
Don't forget, the SWOT is visible on the V/TO™ outside of the Annual Meeting, too!
Helpful Tips
- Team Health: Looking for help deciding what your team should do? View some excellent suggestions here, or ask more questions to the EOS® Community!
- One Thing: If completing the "One Thing" exercise as a part of Team Health, add a headline called "One Thing Check In" and add everyone's details so you can check in weekly/monthly.
- Organizational Checkup®: Don't forget to have each team member complete the organizational checkup BEFORE the meeting. Complete it here, and enter the final scores on the Quarterly Scorecard. These scores will show how your company performs in the Six Key Components®. While the Annual Meeting agenda contains a dedicated Organizational Checkup® section, during Quarterly Meetings, use the Scorecard to determine which aspects of the Six Key Components® you need to IDS®.
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