Events: Meetings & Inspections

Steps

1. Prepare Calendar / Invitation

   • Prepare a calendar event, and invite all relevant stakeholders

   • Remember to prepare a simple agenda

2. Create an Event Entry and prepare for it

GO to App.Arcanary.com and add an Event

3. Take Notes

You can create the minutes as a Google Doc or in another software like Clickup

4. Pack all relevant documentation

   • BEFORE

     • If necessary prepare a printed version of files such as the presentation and save them in the event folder. You may also save files such as SketchUp files.

     • Make sure that the event notepad is ready to take notes

   • AFTER

     • Add to the automatically created folder in the server any drawings, PDF, pictures... that were used during the meeting.

     • Save in PDF Format the minutes of the meeting or any other relevant report as an "Inspection report"

5. Distribute Minutes

Send the minutes back to all attendees and apologies

6. Assign Tasks

Allocate tasks (Who, Where, What, When) to any member