This section will help us understand your group, the names of people we will be working with, when and how you meet, and the types of devices that you will be using.
What is the name of the person that chairs your meetings? * How many voting members are in your organization? When are your meetings usually held? Please be descriptive with day of week, time, frequency. *
Please include the days of the week you normally meet, the general time of your meetings, and the average number of times in a week/month that you meet.
Desired date to first use OpenMeeting with your members? * How will your members be attending meetings as you start to use OpenMeeting? * What type(s) of devices will members be using OpenMeeting on to vote, motion, second, etc.?
Check all devices that apply.
Will you be implementing our platform with any Audio/Video components? What are the name of the A/V companies you’re working with?
Please include contact info (name, email, phone, etc.).
This section will help us gather data and better understand your meeting structure so we can teach you how to customize our applications to fit your needs.
(For purposes of this form we will use the terms "Chair" and "Clerk" to describe the people managing your meetings.)
Please list all meeting members who will be using devices to vote, motion, second, etc. *
First and Last Names (Separate with line breaks)
Should the roster of names appear in a certain order on the Public Display (i.e. alphabetical, by district, etc.)? If they should appear in order above, please indicate in the box below. On the Chair's visual display of board members, do you prefer members to appear by first name, first & last names or last name only? Do you have photos (head shots) of each member that we can get from you?
These can be used in the Discussion Manager application.
If your product includes our Pro version with integration of cameras and microphones, do you have a seating chart of how the board room is set up? It would show who sits where for purposes of A/V incorporation. Most important is where Chair and Members sit, but we also need to know if staff has assigned seating and where public microphones are.
If yes, we will follow up with you for the seating chart.
What constitutes a quorum for your meetings? When does the Chairperson vote? Do you allow members to Abstain from voting? Is the Chairperson allowed to Abstain from voting? Is the Chairperson allowed to motion and second? Do you want your members to initiate motions and seconds on their devices? Do you want your members to initiate amendments on their devices? How would you like voting buttons to be labeled? How do you prefer voting results be displayed?
*This is how most customers prefer to display voting results.
If showing vote results all at once, how do you want the vote tally to be displayed? Do you wish to limit voting time for all votes by default?
This will enable a timer that requires all votes must be cast before time expires.
Are there any other unique ways you know that your organization handles agenda items, voting procedures, etc? Who will we be training on how to use the Meeting Manager application? Please provide names, titles, involvement with meetings.
This is typically 1-3 people who's ongoing responsibility is to know how to run the Meeting Manager.
Who will we be training on how to use the Discussion Manager application? Please provide names, titles, involvement with meetings.
This is typically 1-3 people who's ongoing responsibility is to know how to run the Discussion Manager
What time of day is best for training sessions? Any other comments or questions?