Introduction

The image below shows a breakdown of each of the key aspects of our agenda template.

For how to produce this document for one of your meetings, see Exporting agendas.

Worth knowing: this article applies to boardcycle's standard template only

With boardcycle Agendas you have the choice to adopt boardcycle's standard agenda template, or automate your organisation's own template. This article only applies where you have chosen to adopt boardcycle's standard template.

Detailed breakdown

Our agenda template includes the following information:

Information	Description	Article links
Core information
Agenda heading	All exported agendas are headed with the word Agenda to make sure the purpose of the document is immediately obvious to any reader.
Company name	Your company name is prominently displayed in the header.	Changing a company's name
Forum name	The name of the forum of the meeting is prominently displayed as the first item below the header, so readers can easily understand which forum the meeting is for.	Changing a forum's name
Logo
Logo	Your organisation's logo is displayed in the top right hand corner of the agenda to give a quick visual indication of the organisation involved. The boardcycle team will work with you to determine the best logo to use during your onboarding.
Meeting details
Meeting date	Meeting date is shown in the following format: Day, DD Month YYYY	Editing meeting details
Meeting time	The start time of the meeting is displayed in 12-hour format.	Editing meeting details
Meeting location	The meeting location is displayed as you have configured it. This is a free text field and can include whatever information you wish, including virtual attendance details such as "via Teams/Zoom" etc.	Editing meeting details
Members
Members	Each forum member attending is noted with the Chair shown first. For each member, their name and title are shown and then they are noted as attending "All items" in the attendance notes column.	Adding members to a forum
Attendees
Standing Attendees	Standing attendees are shown in a separate section to members. For each standing attendee, their name and title are shown and then they are noted as attending "All items" in the attendance notes column.	Adding members to a forum
Attendees	Item participants (i.e. presenters and attendees) are shown in a separate section called "Attendees" and are shown in the order they will join the meeting. For each item participant, their name and title are shown and then each item they are attending is listed in the attendance notes column.	Managing item attendance
Apologies
Apologies	Members and standing attendees who cannot attend the meeting are noted in the Apologies section. The name and title of each apology is shown.	Managing meeting attendance
Agenda
Scheduled duration	The scheduled duration of your meeting is automatically calculated and included at the top of the agenda section for quick reference.
Numbering	We use a simple indented numbering style that matches common board portals: 1 1.1 1.1.1 etc Although boardcycle does not prevent you from creating any level of depth in your agenda, we strongly recommend not indenting more than 4 levels. On exported agendas, any sections/items indented beyond the 4th level will be shown at the 4th level of indentation as there is not sufficient space on a portrait document to continue indenting further.
Sections	Sections are generally used as heading items on an exported agenda and have different information depending on their level of indentation: unindented (L1) sections show the section name and the duration of all items within that section and all of its sub-sections sub-sections (L2) show the section name only sub-sub-sections (L3) show the section name and the specific timing of all items within it	Sections
Items	Items are the most detailed aspect of the agenda section and include the following information: item name if the item has no paper, it will be tagged as "[Verbal]" just after the item name the action (Approval, Noting, Discussion or Recommendation) the names of each presenter Note: item attendees are not listed in the agenda section - they are however listed in the attendees table at the top of the agenda the specific timing of the item Exception 1: if the start time of the meeting has not been specified, the specific timing of items cannot be calculated, so the item duration is shown instead Exception 2: specific timings of items at the 4th level of indentation and below are not shown - instead, consolidated timings for all such items are shown at the L3 section instead	Items
Breaks	The name and specific timing of breaks are shown except where the start time of the meeting has not been specified, in which case the duration is shown.	Breaks
Notes	Notes are always shown on the exported agenda as a standalone line, whether or not they are indented inside a section. The name of the note and any details you have added are shown. Notes do not occupy any time, so no timing or duration is shown for them.	Notes
Meeting end time	The end time of your meeting is automatically calculated and set out as follows: Meeting close at hh:mm am/pm

Anatomy of our agenda template

Introduction

Detailed breakdown

Information

Description

Article links