Agenda and Meeting Summary PDF's

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:

  1. Click the menu icon in the top right-hand corner of the page
  2. Navigate to Upcoming meetings and choose the meeting for creating an agenda
  3. 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:

  1. Click the menu icon in the top right-hand corner of the page
  2. Click Meeting History under Strategy Tools.
  3. Click a meeting from the list to generate a summary
  4. 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.

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