MeetingResult Version 2.1 Release Notes

MeetingResult version 2.1 is all about our users.  Based on user feedback we have implemented a list of enhancements to help you save time and accomplish more with MeetingResult.  

 

Below we have listed each enhancement along with screenshots and instructions to show you how to take advantage of the new features.  

 

1. Rich Text Editing for Meeting Assets and Planning Notes provides you with common functions for formatting and styling text.

 

Action Item Capture Form

 

 

Meeting Agenda Planning Note Capture Form

 

 

 

 

2. Quick Add Feature for Agenda Items and Objectives allows you to rapidly add these items during the meeting planning process.  

 

Quick Add Agenda Item

 

 

 

Quick Add Objective

 

 

 

3. Redesigned Configuration Page with new option for disabling the Meeting Effectiveness Index (MEI) scores

 

To navigate to the Configuration page you will click on the navigation menu dropdown in the upper right hand corner of the screen and choose the Configuration option. 

 

 

On the Configuration page you will click on the Edit button in the upper right hand corner of the MEI section and then click on the slider to toggle the MEI to off or on.  

 

 

 

4. Stakeholder Grouping allows you to easily find the stakeholders you need when planning meetings, assigning presenters to agenda items, assigning meeting follow up items and tagging stakeholders for situational awareness.  

 

Meeting Planning

During the meeting planning process you will select your attendees and subscribers for the meeting.  When you click on the Attendees button on the meeting planning page a popup will appear.  Stakeholders in the popup are now grouped to make it easier to find the stakeholders that you are most likely to invite or subscribe to a meeting.  The stakeholders are grouped as follows:

 

1. Project stakeholders are grouped at the top of the list.
2. Below the project stakeholder are the list of all of the stakeholders you have created in the system. 

Assigning Presenters to Agenda Items

During the meeting planning process you will create agenda items and select presenters for the agenda items.  When you click on the choose presenters button 

stakeholders in the popup are now grouped to make it easier to find the stakeholders that you are most likely to assign as presenters for agenda items.  The stakeholders are grouped as follows:

 

1. Meeting attendees are grouped at the top.
2. Project stakeholders are grouped below meeting attendees.
3. Below the project stakeholder are the list of all of the stakeholders you have created in the system. 

 

Assigning Owners to Meeting Follow Up Items (i.e. Actions, Issues, Risks)

During the meeting execution process you will capture meeting assets that require you to specify an owner.  When you click on the choose owner button

 

stakeholders in the popup are now grouped to make it easier to find the stakeholders that you are most likely to assign as owners for the action items, issues and risks that you capture during your meeting.  The stakeholders are grouped as follows:

 

1. Meeting attendees are grouped at the top.
2. Project stakeholders are grouped below meeting attendees.
3. Below the project stakeholder are the list of all of the stakeholders you have created in the system.

Tagging Stakeholders on Meeting Assets For Situational Awareness

During the meeting execution process you will capture meeting assets and some of those meeting assets will be of interest to stakeholders that are not present in the meeting and are not configured as subscribers to the meeting.  You can tag stakeholders on individual meeting assets and when you complete the meeting the system will send them an email with a copy of that meeting asset to loop them in on what was said.  When you click on the tag stakeholder button in the bottom left hand corner of the meeting asset editor(s).

stakeholders in the popup are now grouped to make it easier to find the stakeholders that you are most likely to tag.  The stakeholders are grouped as follows:

 

1. Meeting attendees are grouped at the top.
2. Project stakeholders are grouped below meeting attendees.
3. Below the project stakeholder are the list of all of the stakeholders you have created in the system.

5. Stakeholder List Improvements allow you to more easily create, edit and navigate your list of stakeholders.  As a reminder stakeholders are people that you create in MeetingResult so that you can add them to your team to give them access to the system, invite to meetings, subscribe to meetings and tag on meeting content to keep them looped into key information.    

To access the new Stakeholder management interface you will use the dropdown navigation menu which is accessible by click on the horizontal "three bar" icon in the upper right hand corner of the screen next to the global search box (see screenshot below)

Once you click on the Stakeholder option in the dropdown menu you will see the screen below.  See the legend below the screenshot for an explanation of functionality available on the interface.

A - You can create stakeholders one at a time or you can bulk import them.

B - To edit an individual stakeholder click on the edit button to the left of the stakeholder record in the list.

C - To view a stakeholder record click on the name of the stakeholder.  This will open the screen that is included below.  

D - To search for a stakeholder in your list type their name in the search box to filter the list.

E - To navigate your stakeholder list page-by-page use the previous and next or click on a specific page number to jump to that page.

6. Easily Remove Attendees, Subscribers, and Stakeholders Tagged on Meeting Assets

When you are planning a meeting and inviting attendees and setting up subscribers you will sometime need to make changes.  Previously you had to open up the attendee popup window and navigate to the attendee or subscriber that you wanted to remove. Now you can do it by simply clicking on the "x" next to the attendee and subscriber on the main meeting planning screen.  

When you capture a meeting asset you can optionally tag stakeholders so that they will receive a system generated email with the content of the asset in order to keep them looped in on key information.  Previously when you selected stakeholder to tag and wanted to make a change you had to open up the select stakeholder popup and navigate to the stakeholder and click to remove them.  Now you can click on the "x" next to their name on the main meeting asset editor to remove unwanted stakeholders from the tag list.  

7. Support Link Added To Main Dropdown Navigation Menu - The new support link will allow you to quickly access our support center to get help with your questions and to learn how to use functionality within MeetingResult.  As always if you have any questions or need help please send us an email at [e-mail] 

MeetingResult's Support Center Interface