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Agendas

Creating agendas

This article applies to all users in the PI2 platform

PI2 is the latest version of the Predictive Index software.
If you are using a legacy version of PI, this article will
likely not match your experience.
Which product version do I have?

A strong meeting agenda is the linchpin of a successful meeting. In this article, you’ll learn how to create agendas from scratch—or using a template—within Perform.

How to create an agenda

  1. Log in to Perform.
  2. Select the relevant workspace.
  3. Click the dropdown arrow next to “Add Topic.”
  1. Click “Add Section.”
  1. An empty topic will appear. Modify it to fit your desired meeting agenda.
  1. Repeat steps 3 through 5 as needed until you’ve built an outline for your agenda.
  1. For each section, click “Add Topic” to add specific discussion points for your next meeting.
  1. You’re ready to go! Invite others in your workspace to add their own discussion topics to ensure a productive meeting.

Building an agenda using a template

Looking to build a meeting agenda, but not sure where to start? Perform includes several pre-built templates to help you get up and running quickly. If anyone at your organization has created a public template, you can use that as well.

How to load an existing agenda template

  1. Select the workspace for which you’d like to create an agenda.
  2. Click the “Templates” button.
  1. Select the relevant type of meeting: 1:1 Meetings or Team Meetings.
  1. Click on the template that best fits your meeting needs.

Tip: If a template has a “Public” tag, it means someone within your organization built it. If a template doesn’t have a tag, it was built by our team at The Predictive Index. 

  1. Review the selected template, then confirm by clicking “Use Template.”
  1. Your agenda will automatically generate. Modify it to your heart’s content!

How to save an agenda as a template

Enjoying your current agenda, and want to replicate it in a different workspace?

Perform lets you easily save your agenda as a template. Here’s how:

  1. Select the workspace whose agenda you’d like to use as a template. 
  2. Click the dropdown arrow next to the “Templates” button.
  3. Select “Save Workspace as a Template.”
  1. Enter a name and description for the template.
  2. Choose whether to make your template private or public.
  3. Review the included discussion topics and delete any you don’t want.
  4. Finalize your template by clicking “Submit.”

Your template will be created. Find it by clicking the “Templates” button at the top of the workspace.

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