Meeting Guidelines (Microsoft Users)

Check how these prompts can help you to have more effective meetings

Julia avatar
Written by Julia
Updated over a week ago

One of the best ways to have successful meetings is to standardize the best practices across your organization. Fellow helps you to do this by including integrated guiding prompts or reminders that are shown when you're scheduling a new meeting from "My Week."

These prompts are designed to guide your team to apply research-backed best practices to enable thoughtful meeting creation, boost meeting engagement and make room for deep work and execution.

We have eight meeting guidelines that can help you. Each workspace can decide which they would like to turn on, which could be all 8 or just a few. These can be configured in Workspace settings --> Meeting guidelines. (Note: you must be an administrator on your workspace to make these changes).

Here are the Meeting Guidelines that you'll find at Fellow:

Meeting cost

When the meeting cost guideline is configured, the total cost of the meeting in attendee hours is shown within the event description when creating, editing, and viewing the event.

Meeting purpose

If a meeting organizer is creating an event, this meeting guideline will remind them to add a purpose to the description on the meeting to set clear expectations for attendees.

Meeting attendees

Studies have shown that more than 7 attendees reduces decision making abilities in the meeting. If a meeting organizer is creating an event with 8 or more attendees, they will be reminded to remove any additional attendees or mark them as optional.

Finite recurring meetings

An end date for recurring meetings allows for purpose reassessment and modifications as needed. This prompt will remind the meeting organizer to include an end date in the event.

No-meeting day

Give employees a dedicated day to do focus work uninterrupted by designating one day a week as a no-meeting day for your workspace.

Speedy meetings

When a meeting organizer is creating an event, this meeting guideline will help them to automatically shorten the meeting to give participants a break and prevent meeting fatigue.

Attendee weekly meeting hours

It's important to prevent individuals that are highly booked from being invited to meetings where they are not essential. When this happens, the organizer will see a prompt to consider whether this person is essential to the meeting or if they can be updated after.

Short notice booking

Meeting scheduled on short notice prevent participants from being prepared which is essential to making the meeting effective. When a meeting organizer is creating a meeting scheduled to be within the next four hours, the organizer will be reminded to give the attendees more notice and schedule the meeting for a different day.

Final warning when saving

If any of the Meeting Guidelines is not being followed, you'll get one last reminder on the top of the "Save" button when creating your event.

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