vCIOToolbox has a process to close each meeting period in the QBR module. After you meet with your client, add/modify action items, and send and download your final report, we suggest closing the meeting period.
When you close a meeting, it will archive the scores and results, create a point in time for trending reports, and allow you to capture any closing notes (internal view only).
The benefit of closing the meeting period is that it allows you to schedule the next meeting immediately. This step keeps all of the current data. It presents the findings in the IT Review, so the following assessment only requires modification to your results, reducing preparation time and making the process very efficient.
It also ensures that when your meeting is within 30 days of its due date, it will appear in your dashboard, alerting you that it is time to start preparing for the next meeting.
Step 1
When it is time to close the meeting period navigate to More > Close Meeting [NAME]
Step 2
You will then see a confirmation button, if you wish to proceed, click the button.
Step 3
You will then be presented with a dialog box to add any internal meeting notes.
Note: To proceed there needs to be at least one (1) character in the dialog box.
Step 4
This will then archive that meeting
Step 5
Schedule your next meeting
Step 5
All meeting data from the previous session is brought forward. All the previous sessions IT Review findings, Opportunities, and Strategy plan are available for modification. Findings will show the last update date, time and owner for tracking.
