Partner Host: What to Expect

Here is an overview of what to expect leading up to and during your virtual meeting as a GetQuorum Partner Host. 

On this page...


GetQuorum will...

  1. Collect electronic consents (as requested).
  2. Serve your meeting's preliminary notice.
  3. Serve your final meeting package (Notice of Meeting).
  4. Collect RSVPs and electronic proxies in advance of the meeting.
  5. Provide the client with a Zoom webinar link and license for the virtual meeting.
  6. Provide you with an attendee user guide that explains how attendees can access the meeting and vote live.
  7. Provide the virtual meeting host with technical assistance during the virtual meeting (Zoom Webinar and GetQuorum Dashboard).
  8. Ensure all reports and recordings are uploaded into the GetQuorum dashboard so that the Partner can access them.

Partners will...

  1. Provide GetQuorum with owner data in the specified format.
  2. Input all panelist details (names, roles, email addresses) into the GetQuorum Dashboard
  3. Send out panelist invites from the GetQuorum Dashboard
  4. Provide GetQuorum with all necessary meeting documents.
  5. Collect paper proxies and input them into the GetQuorum Dashboard.
  6. Conduct a dress rehearsal with your meeting's chairperson and panelists.
  7. Complete and announce attendance for quorum.
  8. Facilitate all aspects of the meeting with the meeting's chairperson.
  9. Run all motions and live voting during the meeting.
  10. Tabulate and announce all voting results.
  11. Retrieve post meeting reports from the GetQuorum dashboard.

1. What if I need assistance helping an owner vote live?

You can reach out to your GetQuorum tech support person. They will be able to help that owner vote live if they still need help.

2. Will GetQuorum tally voting results for me?

GetQuorum does not tally the voting results for the Partner Host. Before the meeting, we will provide training on how to utilize the dashboard in order to ensure you can tally results from the dashboard yourself. 

3. What if I forget the steps to completing a task in the Dashboard during the meeting?

You may reach out to your GetQuorum support person for further assistance. They can provide you with technical support to complete all required tasks in the Dashboard during the meeting. 
Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.