The monthly meeting planner.

A road map for your board or committee.

It's almost that time of the year again! Creating a plan for next year's meetings for your board or committee serves multiple purposes. It allows members to add the meetings to their calendars early but much more important, you are creating a plan and roadmap for your board or committee.

Planning meetings way in advance provides an overview of the next six to twelve months and allows you to see the bigger picture. You are planning important events and milestones, making sure that the terms and goals of the board or committee are clear and can be achieved.

New meeting

The meeting planner can be used at any level of the organization, from board to subcommittees. If your group has recurring monthly meetings, you will benefit from having a clear plan and improve the effectiveness of your meetings and your board or committee overall. We're convinced, these improvements will eventually trickle down and benefit the entire organization.


For the meeting planner to work, it must know about your meeting schedule. If you didn't setup a recurring meeting schedule yet, you'll have to do that first.

Recurring meeting schedule

If your board or committee meets on a monthly basis, you can enter your schedule in the settings. (For instance: Every second Wednesday of the month). The meeting planner will automatically calculate the date for each of the future meetings. Once the plan is created, you can make adjustments manually if required.

Creating the plan

To create the initial meeting plan, go to the main 'Meetings' page and click 'Monthly meeting planner' under the ellipsis (...) button. Enter the number of future meetings you want to have in your plan and select the starting month of your plan. If you have more than one recurring meeting schedule, select the one you want to use.

New meeting

Click on 'Plan meetings' to create the plan. At this stage, you are not yet creating any meetings, just a plan. The planner tool creates an empty plan with the number of meetings you selected. The meetings will have the dates according to your recurring schedule but other than that contain the default values for location and meeting info. From now on, all changes to the plan are manual.

New meeting
Meeting plan - partial view

The next step is verifying the meeting dates and locations. For instance, move a meeting that would fall on a holiday, make sure locations are available for all meetings, etc. You can also add extra meetings or delete meetings if required.

“Planning your meetings in advance and building that road map will help your organization to achieve its long-term goals for success.”

With all meeting placeholders now created, it's time to start working on the road map. Click on the edit icon and enter the goals for each meeting.
To keep it clean and simple, only provide the high-level topics. You can always add more details to the agenda items later.

road map
Road map - partial view

Don't worry if you don't get it 100% right the first time, you can leave the plan 'as-is' at any time and come back later to make changes, or you can continue to the next step, create the meetings and make changes later on the 'Future meetings' page.

Creating the meetings

Once the plan is in good shape, click on 'Continue' at the bottom of the page to go to the next step.

You are now about to create the actual meetings and send a notification to your members. Verify the meetings that will be created one more time and enter the text for the notification email.

road map

Once the meetings are created, members will receive a notification email and can add the meetings to their calendar.

The meetings will now show up on the 'Future meetings' page where members can visualize the road map. On this page, you can make changes to the plan and start compiling the individual meeting agendas.

road map

Remember, all meeting agendas are in draft mode and hidden for members until published. Before each meeting, publish the final agenda and send another notification to remind your members of the upcoming meeting and highlight the main topics.


Planning a full year of meetings in advance might seem daunting or overkill but has several benefits with the most important being a visual roadmap for your board or committee members. The plan lets you see the bigger picture and will help to achieve the tasks and goals you set out at the beginning.

“Be flexible with your plan and don't be afraid to adapt when priorities are changing.”

Once the meetings are in place, you already partially defined your agenda for each meeting. Fine tune and publish each agenda well in advance of the meeting so members have time to prepare, and the actual meeting time can be used effectively.

Dirk Op de Beeck
Dirk Op de Beeck

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