The founder agenda (Figure 1) serves as a pre-session document. It includes the founders goals for the session, what's happened since the last session, any comments they want to make. The founder submits the agenda at least 2 days prior to the meeting.

Figure 1 - Founder agenda form

The founder notes (Figure 2) serves as a post-session document. It includes the founders intentions before the next session and some reflection components. While founder notes are not required, they provide rich information about the founder's mentorship process and how things are going.
Figure 2 - Founder notes form

The links to these documents are automatically sent to the founder when they're invited to the session, however they can be accessed under Sessions → click into the session → Links tab as seen in Figure 3:

Figure 3: Accessing the report link

While training founders, a good admin best practice is to copy the link to the session and send it to the appropriate people manually rather than relying on the automatic email system.

Important!

Each link seen in Figure 3 is unique for each meeting so the form/link should never be bookmarked, saved, etc.

If you would like some additional help figuring out the process and developing a work flow, reach out to us! Send an inquiry for a traction5 coach to [email protected]

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