Running an efficient business meeting isn’t just about gathering people to go through a checklist. It’s about creating a space where ideas flow, decisions are made, and everyone leaves with clear next steps. For small businesses, this kind of focus drives real progress! Daylite is designed to support this type of meeting planning, delivery, and follow-up, keeping your team on track and accountable.
Make your meetings a success with our 5 must-do tips and see how Daylite helps you make them happen! Turn disorganized unproductive meetings into meetings that lead to decisions and action! Through ensuring clarity, transparency, and accountability, these tips will help you run meetings that people don’t just endure – they’ll actually find value in. Let’s make your next meeting a powerful tool for progress!
Here’s How!
- Prepare an Agenda
While this tip might seem obvious, many meetings still lack an effective agenda. A well-prepared plan, shared in advance, allows participants to come prepared and keeps discussions focused. Be sure to include the purpose of the meeting and what you aim to achieve.
How Daylite helps!
✅ Add the meeting agenda and requirements to the details section of the appointment card.
💥 Pro Tip: When scheduling your meeting with external invitees, be sure to turn on “Include Details” in the meeting invitation preview.
✅ Add a video conferencing link, such as a Zoom link, to the location field.
By organizing all meeting details in one place, Daylite ensures participants have easy access to what they need and are ready to contribute effectively.
- Assign Roles
Assigning roles to individuals will help ensure your meetings run effectively. For example, the role of meeting leader will keep the meeting on task, note-taker will ensure important details and action items are captured, and timekeeper will keep the meeting aligned to the scheduled agenda.
How Daylite helps!
✅ Assign roles to the agenda (in the details section of the meeting) so participants know their responsibilities in advance.
By outlining roles within Daylite, everyone understands their responsibilities beforehand, which keeps the meeting on track and productive.
- Keep Participants Updated of Changes
Even with detailed planning, flexibility is key. Changes to agenda details or meeting time may arise, and keeping everyone in the loop is critical.
How Daylite helps!
✅ Easily add meeting updates in the details field (which update automatically).
✅ Changes to date and/or time automatically notifies internal participants, and automatically gives you the option to email updates to external participants.
By keeping participants apprised of changes ensures no one is left in the dark and everyone stays on the same page. - Capture Meeting Minutes
Meetings shouldn’t just be about discussion—they need to drive action. Capturing key details and deliverables helps ensure clarity of next steps and follow through.
How Daylite helps!
✅ Link a note to the meeting to capture meeting minutes (don’t forget to email these minutes to external participants if applicable)
By making sure everyone can access past meeting information in one place, Daylite keeps your team accountable and prepared to move forward smoothly.
- Assign Action Items
Your meeting went off without a hitch, but the work isn’t done yet! Working from your meeting minutes, ensure action items become delegated Tasks in Daylite. This keeps everyone informed and accountable—including those who couldn’t attend (how handy!).
How Daylite helps!
✅ Highlight, create, and delegate tasks from the meeting to ensure clarity on who is responsible for the jobs to be done.
By delegating tasks, you turn discussion into action, and action into success!
Bonus – Build Your History with Linking
In case you didn’t know, one of Daylite’s SUPERPOWERS is linking information – amalgamating and organizing all your business details in one place. By linking your meetings to pertinent opportunities, projects, tasks, notes, and more, you are building a history of your business’s activities that can be easily referenced in the future. Save time and never miss a detail again!
Let’s face it – meetings are a key piece to running a successful business – make them work for you! Follow these five tips—with the support of Daylite—and your meetings will be efficient, productive, and a valuable use of time for everyone involved.
What are you waiting for?
If you aren’t already one of the thousands of businesses using Daylite, start your free trial today!
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