Meeting Planner: Introduction

The Meeting Planner is a meeting management solution in Diligent Entities that committees and subsidiaries can use to support the planning of meetings such as scheduling, creating agenda items and agenda templates as well as generating reports.

The Meeting Planner allows users to:

• Plan and manage meetings using a meeting scheduler.

• Create and manage meeting templates.

• Create agenda items for meetings.

• Search, filter and export meeting information or agenda items.

Access Meeting Planner

Open Meeting Planner in the Navigation Bar on the home page.

Select Meeting Planner in the Navigation Bar to access the Meeting Planner submenu. Four options are available in the submenu:

• Scheduler

• Meetings

• Agendas

• Meeting Templates

To learn more about the available options within Meeting Planner, refer to:

• Meeting Planner: Scheduler

• Meeting Planner: Scheduler – Meeting Details and Participants

• Meeting Planner: Scheduler – Agenda

• Meeting Planner: Create Meetings and Download Meeting Information

• Meeting Planner: Meeting Templates

• Meeting Planner: Reports