CIS Meetings & Management Review
Turn Meetings Into Decisions, Actions and Follow-Through
CIS brings meeting planning, agendas, decisions, responsibilities, due dates, reminders, verification and follow-up into one connected system so agreed actions do not disappear when the meeting ends.
Plan meetings with purpose
Build the meeting before everyone enters the room
CIS gives each meeting a structured plan so participants know when it will occur, why they are attending and what needs to be discussed.
Meeting details
Define the meeting title, location, scheduled start and finish times, owner and preparation information.
Attendees
Select the Associates who should attend and keep responsibility for the meeting clearly identified.
Agenda planning
Build agenda items in advance so required subjects, decisions and follow-up points are not left to memory.
Supporting files
Attach notes, drawings, reports and other information participants may need before or during the meeting.
Recurring meetings
Plan the series once and keep the rhythm of the organization moving
CIS can create one-time or repeating meetings and supports weekly, monthly, quarterly and yearly schedules.
- Create a complete series of future meetings.
- Keep recurring meeting titles consistent for easy retrieval.
- Plan common agenda topics across the series.
- Add different subjects to selected meetings in advance.
- Use the same system for regular management-review cycles.
Plan future agendas
Add an agenda item to one meeting, several meetings or the whole series
A recurring meeting series does not have to use exactly the same agenda every time. Common items can appear in every meeting while individual meetings receive their own planned topics.
For example, every monthly safety meeting could begin with review of previous actions, while each month has a different primary safety topic.
From agenda to accountability
Every agenda item can become a controlled action
The value of a meeting is not the discussion itself. It is what happens afterwards. CIS carries agreed actions directly into the follow-up system.
Discuss the item
Record the meeting results, decision or conclusion against the agenda item.
Assign responsibility
Select one or more Associates responsible for carrying out the agreed action.
Set the due date
Establish when the action must be completed and when reminder notifications should be sent.
Verify completion
The meeting owner can review the completed action, record verification and formally close it.
Automatic follow-up
CIS keeps the action visible after everyone leaves the meeting
Assigned actions can appear on each responsible Associate’s To-Do List, on the Master Calendar and in late-action reporting if the work is not completed by the due date.
Reminder timing can also be established so CIS follows up before the action becomes late.
Two-stage accountability
Completion and verification are not the same thing
The person responsible for an action can record what was completed and the completion date. The Associate who called the meeting can then verify the result and close the item.
- Responsible person records completed comments.
- Completion date is retained.
- Meeting owner reviews the result.
- Verification notes can be recorded.
- The action is formally closed after verification.
Management review
Build repeatable management reviews without rebuilding the agenda every time
Management review is a natural use of the CIS Meetings/Planning system because recurring agendas, documented results, responsibilities and follow-up can all remain together.
More than meetings
Use the same system for planning projects and coordinated work
The CIS Reference Guide calls this module Meetings/Planning for a reason. Agenda items can also function as project or planning actions, each with responsibility and due dates.
- Plan internal projects.
- Assign project actions to responsible people.
- Set target dates.
- Record results as work progresses.
- Keep a structured record of what was planned and completed.
One planning framework
Meetings and projects use the same basic discipline
Both require a plan, defined actions, responsible people, due dates and follow-up. CIS lets the same underlying structure support both formal meetings and structured planning activities.
Find the information later
Meeting history should still be useful months or years afterwards
CIS provides several ways to retrieve the meetings you need instead of forcing users to search through folders of old minutes.
Dedicated meeting calendar
See meetings without the rest of the organization’s activities
CIS includes a Meeting Calendar specifically for Meetings/Planning. Unlike the Master Calendar, it shows only meetings and displays the meeting titles directly on the calendar.
Clone meetings
Reuse a proven meeting structure instead of starting again
CIS can clone a meeting or group of meetings together with their agenda items. This is useful when a successful meeting structure needs to be repeated for another period, project or group.
- Clone the meeting structure.
- Carry the agenda into the new meeting.
- Select the new date.
- Adjust the copied plan as required.
Where it can be used
One system for recurring meetings, reviews and planning activities
CIS Meetings/Planning can support formal management processes and ordinary operational meetings using the same accountable approach.
Meetings that lead somewhere
Stop losing action items between one meeting and the next
CIS connects the meeting plan, agenda, decisions, responsibilities, due dates, reminders, completion and verification so management can see not only what was discussed, but what was actually done about it.