Efficient Committee Meeting Planning with Agenda Builder Steps
Streamline your committee meeting preparation using the Agenda Builder Steps tool. Easily create and manage agendas, track proposals, include attachments, and more to ensure a productive meeting. Utilize the provided instructions to enhance your meeting organization and effectiveness.
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Agenda Agenda Builder Builder Training Training September 29, 2021
Agenda Agenda Builder Builder The Agenda Builder allows you to group your proposal for committee meetings into one page and URL.
Agenda Builder Steps Agenda Builder Steps Click on the Agenda button on the right-hand navigation Click on the "+ New Agenda Give the agenda a unique title, including your college or department name so you can find it easily. Then fill out the Date, Time and Location sections.
Agenda Builder Steps Agenda Builder Steps You can fill out the attendees or leave it blank. Tip: After you built out your original agenda with appropriate committee membership and then moving forward you can duplicate. This list can be used to send the agenda through the Agenda Builder (email comes from Kuali) or the URL can be copied and emailed through your regular @frostburg.edu email address.
Agenda Builder Steps Agenda Builder Steps The Agenda Topics and Notes in the agenda can be used to include any other information needed in the meeting or additional discussion items that are being reviewed that will be discussed that are not included as a proposal in Kuali.
Agenda Builder Steps Agenda Builder Steps Selecting the proposals for the meeting: Type the proposal names into the search bar
Agenda Builder Steps Agenda Builder Steps Attachments can be included with your agenda. The attachments in the individual proposals should not be included because those are already attached in those proposals. Examples of other types of agenda include new degree proposals, previous meeting minutes, worksheets, etc.
How do I track what How do I track what needs to be on my needs to be on my committee s agenda? committee s agenda? Open two windows, one for your agenda and the other viewing the Kuali Reports tab. Create a report to view courses, programs, etc. In the Actions panel on the right, click Configure Columns. Check the box for Workflow Step. In the Actions panel you can adjust the location of that column by dragging and dropping the field. If your committee is assigned to review a proposal, you will see your committee s name in this column. Click the Filters tab at the top right of the screen next to the Actions tab. Select under review under status. Save the report.
How do I pull a proposal How do I pull a proposal Group into my Agenda? Group into my Agenda? Click on Proposal Groups using the left-hand navigation. Create a new proposal group by clicking +New Proposal Group in the top right-hand corner Give the Proposal Group a title and description Add courses, programs, etc. that you want to keep an eye on by using this Proposal Group. (Note: you can add items that are already Active or Proposals that are under review) To add a link to this Proposal Group into your Agenda, copy the URL. Add a link to the Proposal Group in the Description on your Agenda.
