Strategic Meetings Management Template

Gladys Ward MMBB

Greetings Smartsheet Community and Well Wishes to All!

I'm looking for a template or guidance building a sheet that captures and tracks my company's offsite events on an annual basis (e.g., logistics, spend, metrics). The objective is to gain greater visibility into our events' activity and determine ROI similar to a strategic meetings management program. Any template recommendations or experience building this type of sheet?

Many thanks...Gladys

Andrée Starå

Hi @Gladys Ward MMBB

This might help.

https://www.smartsheet.com/marketplace/template-set/meeting-management

Would that work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

Andrée Starå

@Gladys Ward MMBB

Excellent!

You're more than welcome!

Andrée Starå

Hi @Gladys Ward MMBB

This might help.

https://www.smartsheet.com/marketplace/template-set/meeting-management

Would that work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

Gladys Ward MMBB

Thank you for your response Andrée. I think this template might be a good start!

All the best, and be safe, be well.

Gladys

Andrée Starå

@Gladys Ward MMBB

Excellent!

You're more than welcome!

PeggyLang

@Andrée Starå I'm confused about something. How do the items get from the 'Meeting Agenda with Form' to 'Meeting Follow-ups'?