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MANAGING	MEETING	MINUTES
Tobias	Schlömer
A	CONCEPT	FOR	A	CONNECTIONS	ADDON
Agenda
1. Company	&	Status	
2. Meetings	&	Content	
3. Content	types	&	Tools	
4. Requirements	&	Options	
5. Outlook
Local	Level
1.	Company	&	Status	
Landesbank	Vorarlberg
Zentralbank
20+	independent	local	banks,	

90+	offices,	1.200+	employees
National	Level
Regional	Level
Ownership
IT	Services
1.	Company	&	Status	
Testing	connections	
since	late	2013
Local	installation

since	early	2014
Select	projects	

since	mid	2014
Regular	use	cases

since	early	2015
Decision	to	replace	old	
Information	Management	
System	with	C5.x	and	XCC
2.	Meetings	&	Content
Source:	Will	Bryant	@	www.buyolympia.com
2.	Meetings	&	Content
• gather	
• distribute	
• discuss	
• create	
• …
Information Tasks Decisions
• assign	
• work	on	
• follow	up	
• verify	results	
• …
• prepare	
• make	
• review	
• …
Connections	provides	a	lot	of	tools	for	this!
3.	Content	types	&	Tools
• gather	
• distribute	
• discuss	
• create	
• …
Information Tasks Decisions
• assign	
• work	on	
• follow	up	
• verify	results	
• …
• prepare	
• make	
• review	
• …
‣Wiki ‣Activities ‣???
3.	Content	types	&	Tools
Decisions	should	be	handled	like	„information“	
they	should:	
• be	shared	
• be	distributed	
• be	recommended	
• be	followed	
• be	discussed	
• have	versions	(!)
‣Wiki
4.	Requirements	&	Options
Goals	for	managing	meeting	minutes:	
• List	of	meetings	
• Unified	interface	&	on-board	tools	
• Connected	to	communities	
• 3	primary	content	types:	
• Discuss	information	
• Assign	tasks	
• Make	decisions	
• Let	others	know!
4.	Requirements	&	Options
Option	1	-	Use	activities	as	a	shortcut:	
‣ Activity	=	Meeting	(e.g.	weekly	team-meeting)	
‣ Section	=	Meeting	date	
‣ Entry	=	Information	or	Decision	(linked?)	
‣ Task	=	ToDo
4.	Requirements	&	Options
Option	2	-	Separation	of	content	by	type:
Information	

&	Decisions
Tasks
Documents
Community	
A	Wiki,	Activities,	Files
Community	
Overview	
News	
Status	
Members	
Activities	
Files	
Wiki	
Meetings		Meetings
4.	Requirements	&	Options
Option	2	-	Separation	of	content	by	type:
List	of	meetings	
(Wiki)
Community	
Overview	
News	
Status	
Members	
Activities	
Files	
Wiki	
Meetings
4.	Requirements	&	Options
Option	2	-	Separation	of	content	by	type:
Meeting	minutes

(Wiki)
Tasks

(Activities)
Attachments

(Files)
Meeting	name
Participants

(Members)
Meeting	date
4.	Requirements	&	Options
Option	3	-	Distribution	of	content:
Community	
A	Wiki,	Activities,	Files
Community	
B	Wiki,	Activities,	Files
Information	

&	Decisions
Tasks
Documents
Part	1
Part	2
Information	

&	Decisions
Tasks
Documents
Community	
Overview	
News	
Status	
Members	
Activities	
Files	
Wiki	
Meetings
4.	Requirements	&	Options
Option	3	-	Distribution	of	content:
Part	1

(Wiki)
Tasks

(just	a	view)
Attachments

(just	a	view)
Meeting	name
Participants

(Members)
Meeting	date
+	Task	(Activities) +	Attachment	(Files) +	Tag
Part	2

(Wiki)
+	Task	(Activities) +	Attachment	(Files) +	Tag
4.	Requirements	&	Options
Goals	for	managing	meeting	minutes:	
✓ List	of	meetings	
✓ Unified	interface	&	on-board	tools	
✓ Connected	to	communities	
✓ 3	primary	content	types:	
✓Discuss	information	
✓Assign	tasks	
✓Make	decisions	
✓ Let	others	know!
5.	Outlook
✓ Concept	is	written	and	reviewed	
✓ Offers	have	been	made	
๏ Review	options	
๏ Find	other	users	&	use	cases	
๏ Make	a	decision	
๏ Get	started	on	development	
๏ …
That’s	it!	
If	you	are	interested	you	can	

contact	me	and	connect	

via	LinkedIn	or	Xing
PLATINUM	&	CHAMPAGNE	SPONSORS
GOLD	SPONSORS
SILVER	SPONSORS
BRONZE	SPONSORS

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