Video - Create Meeting Templates

Using the Metronome Kickoff Meeting Template, you can easily set up and customize a kickoff meeting to suit your coaching style.

Step 1: Start a New Meeting

1. Navigate to Meetings
   From the left-hand panel in your Metronome account, click on Meetings. For a new client and company, this section will appear as a blank canvas.

2. Add a Meeting Template

   • Click Add Meeting in the middle of the page, or use the Add Meeting button in the upper-right corner.
   • Select Copy settings and agenda items from, then choose the Metronome Kickoff Template from the dropdown menu.

3. Customize Meeting Details

   • Update the meeting title (e.g., change "Metronome Kickoff" to "Kickoff" if preferred).
   • Choose Non-Recurring if this is a one-time meeting.
   • Set the meeting date, e.g., January 28.
   • Add attendees by selecting them from the Teams dropdown menu.
   • For the location, paste the Zoom link or other relevant meeting details.
   • Click Add Meeting in the bottom-right corner to save.

Step 2: Customize the Agenda

1. Review the Preloaded Agenda
   The agenda will automatically populate based on the selected template. You can customize it as needed:

   • To remove an item, click the X next to it.
   • To edit an item, click the pencil icon.

2. Edit a Sample Agenda Item
   For example, if there’s an agenda item labeled Good News:

   • Click the pencil icon to edit.
   • Adjust the Team Member Filter to include only non-coach team members by selecting Non-Coach Team Members from the dropdown menu.
   • Modify the text, e.g., changing the title to "Professional Good News."
   • Click Save to apply changes.

3. Add New Agenda Items
   Click Add Agenda Item and select the type of agenda item from the dropdown menu. Metronome offers various options to match your needs.

Step 3: Attach Resources for the Meeting

1. Add Links to Notes
   Paste relevant links, such as a Mural collaboration link, into the Notes section.

2. Upload Documents
   Add documents, like a PDF from SurveyMonkey, by uploading them under the Documents section.

Step 4: Send the Meeting Invitation

1. Save to Calendar
   • Go to More in the upper-right corner and select Save to Calendar.
   • Open the downloaded ICS file and send the invite directly from your calendar.

By following these steps, you’ll have a fully customized kickoff meeting ready to engage your new clients. This ensures team members can prepare in advance by reviewing agenda items, accessing resources, and entering any required information.