(Moderator) Post-Meeting Board Meetings

💡 This page covers what to do if a client wants to hold a post-AGM board meeting.

Summary

Sometimes, during the meeting, the client will request to hold a post-AGM board meeting using the same meeting that the AGM was held. This is ideal for them, as it prevents them from having to create a brand new, separate Zoom Meeting, and inviting all required participants.

Details

• Clients can choose (at any time) to host a post-formal meeting.
• When informed in advance (during Sales or CSM stage), we will add a dash note to notify support and the moderator.
• If the client requests this during the meeting, the moderator will ask:

1. Would you like to continue or stop the recording?
2. Should the moderator remain in or leave the meeting?
3. If the moderator is not needed, who should receive Host privileges? (Promote to Host, not co-host.)
4. Should we remove the remaining attendees or allow them to stay?

If the Moderator is requested to stay

• The recording can be stopped if specifically requested.
• OT charges will apply if the meeting goes over 120 minutes.

If the Moderator is requested to leave

• The recording can be stopped if specifically requested.
• A note is made on the Dashboard and any notes regarding OT (>120 minutes) at the time the moderator leaves.
• The client will not be charged OT if the moderator has left the meeting before the meeting reached 120 minutes.

Tips & Important Reminders

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