Efficient meetings with Teams

Tailor-made training

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Description

Having meetings with colleagues and/or external parties is an important part of our daily work. More and more these meetings are online, with modern technology that can support us before, during and after the meeting.

Using Microsoft Teams, OneNote and Planner you have three tools that help you prepare the meeting, keeping notes and tasks and of course lots of functionalities that you can use during the online meeting.

Contents

What makes meetings inefficient?

  • An overview of known frustrations

Prepare for a meeting with Teams and OneNote

  • Who do you meet with? Permanent team - changing team
  • Deploying Teams and Channels
  • Create a shared notebook
  • The invitation to the meeting
  • The dynamic agenda of the meeting
  • Discuss in Teams before the meeting - decide during the meeting

During the meeting

  • The roles during an online meeting
  • President
  • Person(s) taking minutes (with 1, 2 or more?)
  • Task tracker
  • Using Onenote for a shared story
  • Quickly add the meeting details from Outlook to your report
  • Quickly keep track of attendance
  • Embellishing a OneNote report - working with a template
  • Using Planner for the task list
  • Agreements with the participants: mute, hand raise, use chat?
  • Working with subgroups via the break-out rooms
  • Organize a voting moment (using Polls)
  • Recording/transcribing the meeting
  • Tips to avoid frustration during online meetings

After the meeting

  • After-work on the tasks handed out during a meeting
  • Discuss tasks in Planner
  • Get an overview of task progress

Target audience

Everybody who wants efficient meetings (who does not?)

Prerequisites

A basic knowledge of Teams and Outlook

Duration

1 half a day
Tailor-made training
Each organization is unique in its identity, and no co-worker is the same. That's why we at Learnia offer our clients tailor-made courses as well.
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