At Tadum, we believe that there are 5 major sections to any agenda. Todos, Attachments, Discussions, Updates, and Metrics.
T - TODOs
These are the action items that come out of your discussions. In Tadum, every Todo must have a person and due dated assigned to it which creates accountability.. They have a state of Todo, Done or Tabled. A Todo will remain on the agenda and roll forward automatically to subsequent agendas until it is marked as Done. A Todo that is Tabled also remains on the agenda but is moved to the bottom of the Todo list until it is either marked as an active Todo or as Done.
A - Attachments
This is where you have any supporting documents or links to relevant information you want people to have to support your discussions. They do not roll forward to the next agenda.
D - Discussions
This is the meat of your meeting! This is where you have the specific topics you want to cover in your meeting. Discussions have a state of Open, Closed, or Tabled. Open discussions remain on the agenda and roll forward automatically to subsequent agendas until marked as Done. A Discussion that is Tabled also remains on the agenda but is moved to the bottom of the Discussion list until it is either marked as an Open or as Done.
U - Updates
This is where you show a snapshot of the status of your overarching goals/initiatives/projects. They have a state of On Target, At Risk and Off Target. They are for information only. If there is something specific you want to talk about in any of these goals/initiatives/projects (like something that is Off Target), you add them as a separate Discussion item. Updates roll forward on the agenda until deleted.
M - Metrics
These are your KPIs (Key Performance Indicators) or any other numbers that you want to measure. In the same way that Updates have a state of On Target, At Risk and Off Target, Metrics provide a quick snapshot from a measurables perspective of where your goals/initiatives/projects are at.
See what we did there? :)