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Meeting Agenda
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I. Account Prep:
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II. Welcome to our class on Committee Management in BoardBook Premier
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II.A. Committees vs Permission Groups, and Managing an Existing Committee
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III. How to create a Committee?
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III.A. Creating the Committee
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III.B. Who needs to be on the Committee?
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III.C. How do permissions work in a committee?
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IV. What Premier options particularly suit working with Committees
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IV.A. Meeting Templates and Agenda / Notice Report Templates
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V. Creating a Committee Meeting
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V.A. Managing the Committee Meeting Agenda
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VI. End / Questions / Next Steps
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Agenda Item Details
Reload Your Meeting
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| Meeting: | September 5, 2022 at 3:00 PM - Presentation - Committee Meetings 1hour training | |
| Subject: |
I. Account Prep:
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| Subject: |
II. Welcome to our class on Committee Management in BoardBook Premier
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Description:
Cover Slide for intro
Home Screen |
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| Subject: |
II.A. Committees vs Permission Groups, and Managing an Existing Committee
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Description:
Show navigation to Users & Committees / Committees
Show lower right hand 'current available note Garage Comparison Show how to get to permission groups Return to Users & Committees / Committees, Show clicking 'Edit' to manage an existing Committee |
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| Subject: |
III. How to create a Committee?
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| Subject: |
III.A. Creating the Committee
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Description:
Show the basics for creating and naming the new committee. Add title 'School Health Advisory Committee' do not add description
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III.B. Who needs to be on the Committee?
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Description:
Show how to pick users and add them to the committee. As you describe the three criteria, add
Three Board Members, Administrator Prime Superintendent First, Hal and or Tony |
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III.C. How do permissions work in a committee?
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Description:
Add 'Voting' to the board members
Add 'Leader' to Superintendent First Add 'Agenda' 'Minutes' and 'Leader' to Admin Prime NO permissions are added to Hal or Tony |
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IV. What Premier options particularly suit working with Committees
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IV.A. Meeting Templates and Agenda / Notice Report Templates
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Description:
Navigate to Meetings / Templates
Create Meeting Template 'School Health Advisory Committee - Meeting Template'. Set the meeting type to 'Committee'. Point out that we can pick the meeting type 'Committee' but can't pick the 'SHAC Committee'. After identifying issue, browse to Users & Committees / All Users / Supt First Show how committee permissions for a user can be managed. After Fixing, return and create meeting template, show using advanced template settings to specify the Committee Agenda Report template. Continue and add a few Agenda Items |
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V. Creating a Committee Meeting
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Description:
Create the meeting using the SHAC Meeting Template
Show that the Type, Title, Location and Report templates have been selected Save |
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V.A. Managing the Committee Meeting Agenda
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Description:
Show and discuss 'Advance to Full Board Meeting' action button
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VI. End / Questions / Next Steps
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Description:
Return to home screen
Navigate as needed to answer questions |
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