Roundtables in Metronome provide an organized and collaborative way for coaches and CEOs to manage and share insights across multiple companies. Here’s a step-by-step guide to setting up and utilizing this feature effectively.
Setting Up Roundtables
1. Ensure Companies Are Set Up:
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All companies you work with as part of the Round Table should appear on your My Companies page. If a company is not listed:
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Add the company manually.
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Or, if the company already uses Metronome, request they link you to their account. Once linked, the company will appear on your My Companies page.
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2. Create a New Round Table:
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On the My Companies page, click the Add button and select Add Roundtable.
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Give your Roundtable a name and save it. The Roundtable will now appear as a separate entity with unique features.
Key Roundtable Features
Unlike regular companies in Metronome, Roundtables focus on:
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One Page Plans
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War Room
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Action Items
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Meetings
Features like swim lanes, metrics, and priorities are not included to streamline the collaborative process.
Adding Members to a Roundtable
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Navigate to the Roundtable Members section.
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Add members by entering their email addresses and saving.
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Optionally, send email invitations to members.
Each member can share their company’s One Page Plan with the Roundtable. To share:
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Select the One Page Plan tab within their company.
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Choose the option to share it with all Round Table members.
Managing Meetings in Roundtables
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Set Up a Meeting:
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Go to the Meetings tab within the Roundtable.
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Click +Add Meeting and use a pre-defined template if available.
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Invite all Round Table members to the meeting.
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Prepare the Agenda:
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Include items like:
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Good news
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One Page Plan review
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Company deep dive
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Team dynamics
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Next steps
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Share and Review One Page Plans:
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During the meeting, navigate to the One Page Plan tab.
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Use the dropdown menu to select and review plans shared by members.
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Document Action Items:
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Assign action items to members with deadlines.
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Check off completed tasks to keep the group updated.
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Preparing for Meetings
Members can prepare for Roundtable meetings using the Dashboard:
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Review action items and mark them complete.
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Add notes or updates to agenda items such as good news, company dynamics, or deep dive topics.
Additional Tips
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Use Notes: Members can make private notes in the meeting section to help organize their thoughts before discussions.
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Stay Updated: Keep track of meeting outcomes and action items directly in the Round Table Dashboard.
Need Help?
If you have any questions or need further assistance with Roundtables, please reach out to our support team. We’re here to help!