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Accordion Agenda Guide

Version 1.1.004 — Review Edition

This shared guide is for Group Administrators and District Administrators who prepare, review, publish, and revise Accordion Agendas.

Reviewers can see the suite's current status, review priorities, and next steps.

Printable references

The online guide is the current and authoritative version. For a focused handout, open the Accordion Agenda Quick Start or Final Publication Checklist and select Print this page. The print dialog can also save a PDF. We are considering prepared accessible PDFs for these short references rather than a duplicate PDF of the complete guide. Reviewer feedback about that approach is welcome.

On an iPad or iPhone, use the browser's Share button in the toolbar, then select Print. The How to print button displays this reminder.

Before you begin

Who should use this guide: An authorized Group or District Administrator responsible for meeting agendas.

Required access: Group Administrator access to the Board or committee group that owns the agenda.

Recommended starting point: Use an approved reusable template and work in Draft Mode until review is complete.

  1. Open Drafts & Templates.
  2. Clone the approved template for the meeting type.
  3. Update the title, date, time, header, and placeholder content.
  4. Actively select the correct Group.
  5. Work in Draft Mode: Private, Notifications unchecked, Published unchecked.
  6. Save frequently and review the saved agenda.
  7. Build or update sections, agenda items, expandable HTML, and attachments.
  8. Verify public and private content.
  9. Publish, send the intended notifications, and verify the signed-out public view.

Group home page showing the preferred Drafts & Templates method and the alternative Add Content method.

Figure SB-AAC-001. Clone an approved template whenever possible.

Preferred method

Clone the appropriate meeting template. Use Add Content to build from scratch only when no suitable template exists.

Ask before guessing

Stop and ask whenever Group assignment, visibility, publication, notifications, or confidential attachments are unclear. There are no stupid questions.

Start here