This article details the steps for generating a PDF of a Meeting Agenda and a Summary Report in the Strategic Roadmap.
Agenda
To generate an agenda PDF:
- Click the menu icon in the top right-hand corner of the page
- Navigate to Upcoming meetings and choose the meeting for creating an agenda
- Click the three vertical dots in the top right-hand corner of the screen and choose Download agenda PDF
Note: An agenda can only be created for upcoming meetings.
Summary Report
To generate a Summary Report:
- Click the menu icon in the top right-hand corner of the page
- Click Meeting History under Strategy Tools.
- Click a meeting from the list to generate a summary
- Click the three vertical dots in the right-hand corner and choose Download summary PDF
Note: An summary report can only be generated for completed meetings.
Note: The term 'Clients' are now referred to as 'Organizations' throughout the software.