Scheduling

1. Find A Time

• Use the relevant department's Slack channel to find a time that works for everyone (See our Slack Guide).
  • If applicable to multiple departments, use the Project Management Slack channel (#project-mgmt).
• As noted in our Email Guide:
  • Please do not email teammates that exist already on Slack or Asana.
  • Use email only to communicate with external groups.

2. Send a Confirmation

• Use UberConference to send a scheduling confirmation to all relevant parties (See UberConference: The Stress-Free Conference Call).

3. Add to Calendars

• UberConference automatically sends a confirmation email & reminders with options for invitees to add to their personal calendars on Gcal and/or iCal.

4. Create an Agenda

• Use Asana's relevant department to build a meeting agenda task (See Task Management with Asana).
  • If applicable multiple departments, use the Project Management department.
• Use subtasks to build out talking points.
• Assign a notetaker during the meeting to create new tasks / action items.

And finally, let the meeting commence!

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