Once you have templates set up in your account, Zeck creation becomes a breeze.
Included in this article:
2. Zeck Templates
Every new Zeck account comes equipped with a handful of relevant Zeck Templates. These will help to give you a "best practice" example to use as the basis of your first Zeck. You'll notice that board meeting templates have a few key qualities:
- A Letter from the CEO - it's a great idea to let people know what you'll need from them ahead of the meeting.
- Agenda - this is a great place to include the meeting details and outline what you'll go over in the live meeting versus the pre-read.
- Votes - with pre-voting you'll get a sense of what your board is thinking ahead of time which will hopefully cut down on the governance minutia in the meeting.
- Update sections (typically a part of your pre-read) utilize our Framework which includes a quick What You Need to Know list, Highlights, Lowlights, Key Initiatives, What's Keeping Me Up At Night and Key Takeaways for all of your reports.
- Deep Dives (these are your more strategic sections) start with a quick list of questions you'd like your board to consider ahead of the meeting as well as some background information.
- Executive Session - we always recommend making time for a quick executive session during your board meetings.
3. Create a Custom Template
If you have an existing layout for a meeting, it's a great idea to create a new Zeck and build out a template that the team can duplicate going forward. This will make creating new Zecks fast, easy and consistent in the future.
For more on how to create a template, you may want to review the Zeck Editor.
👋 Need more help? Reach the Zeck Customer Success Team directly at success@zeck.app.