Indistar®

1. Indistar® Leadership Team Meetings

2. Where can we plan a meeting? • Choose ‘Plan Your Meeting’ from the main menu screen • Click on Meeting Agenda Setup

3. Set up a New Meeting

4. Set up a New Meeting • To set up a new Meeting, add: • Meeting date • Meeting time • Meeting title • Meeting location • Click Save/Update

5. Add indicators To add Indicators or Objectives to a Meeting Agenda, click on Button 2:

6. Apply filter or choose a Section to view indicators to choose from

7. Choose indicators to assess or plan

8. Indicators/Objectives will become color-coded as they are assessed, planned and implemented

9. After choosing a section of indicators to display, the category and section titles will display at the top of the page. Check indicators to add to your meeting re-display all indicator categories and sections close this set of indicators and choose a new section

10. Indicators that have already been assessed or planned will have a green shadow around the check box • To add indicators to assess or plan for your meeting, simply check the appropriate box • Once you have selected all necessary indicators for a section, click the button to add them to your meeting agenda. • REPEAT above steps to add additional indicators

11. Add ‘Other Business’, if applicable, and click SAVE

12. Prepare documents for meeting • Once an agenda has been created, the process manager should then prepare (print or save and email) meeting documents. This can be done from Tab 2 of the Meeting feature. • Items to prepare for a meeting may include: • Agenda • Meeting Minutes Form • Worksheets • Wise Ways

13. Agenda and Meeting Minutes Forms... The process manager should have a Meeting minutes form for note-taking Each member of the Leadership Team should get a copy of the meeting agenda.

14. Worksheets... A blank worksheet for each indicator chosen may be printed to use for note-taking, as the team discusses and decides on implementation and/or creates a plan and tasks

15. Wise Ways®The process manager should print or export and email a copy of each Wise Ways® to the team members a few days prior to the meeting, so they have time to evaluate exactly what the research says.

16. Adding Meeting Minutes • Once the meeting has concluded, the process manager should: • Update the meeting information • Add specific indicator information to Assess, Create a Plan, or Monitor Progress from the main menu • Print Meeting Minutes • Prepare and set up for the next Leadership team meeting

17. Watch a ‘How-to’ video tutorial

18. Video Tutorials give you step-by-step guidance on how to: • Set up or edit a Meeting Agenda • Print agendas, worksheets, and Wise Ways • Add Meeting Minutes

19. Edit current agenda or add Meeting Minutes

20. Simply edit date, time, location, indicators or other business and SAVE

21. Remove a Meeting

22. If you need to remove a meeting, just click ‘remove’ in the last column and click OK on the pop-up if you are sure.

23. View existing Agendas or Meeting Minutes

24. To view, export, or print a meeting agenda or minutes, click on the link under ‘View Agenda or Minutes’.