### **Agenda of this webinar**

**🔐 Manage access rights and permissions**

- Configure roles and rights for your meetings.
- Control who can view and edit specific content.
- Define permissions for each phase.

**🗂️ Structure your meeting content**

- Organize meetings into sections and phases.
- Ensure a clear and transparent structure.
- Maintain full overview of all topics at all times.

**✉️ Efficiently add topics**

- Turn emails into meeting topics.
- Capture new content quickly and easily.
- Keep your meetings continuously up to date.

**🗳️ Make decisions easily**

- Use voting for fast decision-making.
- Validate decisions with signature features.
- Ensure transparent and traceable approval processes.

### **Meetings: Organize Your Meetings Like a Pro**

Effective meetings require structure, clarity, and the right tools.

In this webinar, you will learn how to optimize the organization of your meetings in WEDO. Discover how to configure access rights, sections, and phases, manage permissions, structure your content efficiently, and streamline your decision-making processes.

Webinar announcement graphic titled "MEETINGS" featuring speakers Sabrina Isoz and Yann Stehle from Customer Success. The background shows an interface screenshot listing upcoming scheduled meetings.

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Meetings: Edit Your Meetings Like an Expert

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Every day, we juggle a series of tasks, from answering emails and attending meetings all the way to cooking dinner or finally folding that pile of laundry staring us down for days. Task management is everywhere around us, whether we realize it or not. 

But here's the catch: managing tasks is more than checking boxes. It's making sure the right boxes are checked at the right time, by the right people.

For individuals, good task management can mean less stress and more time to spend on what matters most to them. For teams and organizations, it's the difference between controlled chaos and seamless collaboration. When done well, task management becomes a superpower, moving businesses toward growth and ensuring projects are delivered on time (and with fewer sleepless nights).

In this guide, we're going to explore strategies, tools, and best practices that turn task management into a fine-tuned system. Whether you're wrangling your own to-do list or leading a team toward big goals, this can be your roadmap to staying on top of your game. 

Let's get started!


The Ultimate Guide to Task Management: Strategies, Tools, and Best Practices

In a digital ecosystem where cyber threats are constantly evolving, protecting strategic data is no longer an option—it is a governance imperative that WEDO has prioritized since its inception. Today, we are immensely proud to announce that WEDO has officially achieved **ISO/IEC 27001:2022 certification**, the international benchmark for Information Security Management Systems (ISMS).

This achievement strengthens an already robust data culture: WEDO was already compliant with the **SOC 2 Type II** standard. While SOC 2 Type II validates the operational effectiveness of our security controls over a specific period (focusing on confidentiality and availability), ISO 27001 adds a comprehensive and standardized global management framework. Together, these recognitions crown a deep structural investment and confirm that our operational, technical, and human processes meet the most rigorous security requirements in the world.

![Logo SOC 2 Type II et ISO 27001](https://wedo-assets.sos-ch-gva-2.exo.io/Image_1_4f6bcc7451.png)

## A Proven Trust Framework for Orchestrating Your Activities

For a B2B SaaS like WEDO, specializing in meeting management and task tracking, the confidentiality of exchanges is the essential prerequisite for seamless collaboration. Whether it involves board meeting minutes, strategic decisions, or sensitive project management, your data’s integrity is guaranteed by an independently certified framework, validating the high-security protocols we already apply daily.

## The Pillars of Our ISO 27001 Compliance

Obtaining this certification, following a rigorous process initiated in September 2025, required a strict external audit of our systems. Here are the concrete measures that structure our work and development environment:

- **Governance and Risk Management:** Systematic identification of potential vulnerabilities and implementation of proactive mitigation measures.
- **Rigorous Access Control:** Strict application of the "least privilege" principle and strong authentication for all employees and infrastructure.
- **Physical and Environmental Security:** Rigorous selection of our hosting partners in Switzerland, who themselves meet Tier IV and ISO 27001 standards.
- **Data Encryption:** Widespread use of end-to-end encryption for data in transit (TLS 1.2+) and at rest (AES-256), ensuring total isolation of your information.
- **Business Continuity (BCP/DRP):** Implementation of business continuity and disaster recovery plans, guaranteeing high service availability and rapid data restoration in the event of a major incident.

![An infographic featuring the central ISO 27001 logo surrounded by five key compliance pillars: Data Encryption, Physical and Environmental Security, Rigorous Access Control, Business Continuity (BCP/DRP), and Governance and Risk Management.](https://wedo-assets.sos-ch-gva-2.exo.io/Image_2_en_d49f381322.png)

## A Strategic Asset for Regulated Sectors

This certification allows WEDO to confidently support companies facing stringent regulatory requirements (nLPD/FADP, GDPR, FINMA). It serves as an additional, **essential guarantee of compliance for:**

- **[Financial Institutions and Insurance](https://wedo.com/blog/collaborate-securely-in-the-financial-sector):** Where decision traceability and the protection of professional secrecy are non-negotiable.
- **Public Administrations:** Subject to increasingly frequent security audits.
- **[The Healthcare Sector](https://wedo.com/blog/the-importance-of-hds-certification-in-the-healthcare-sector):** Where medical secrecy and secure exchanges between hospital management bodies are critical. This certification strengthens our ability to handle sensitive data within the strictest confidentiality frameworks.
- **[The Industrial Sector](https://wedo.com/blog/data-security-and-protection):** Concerned with protecting intellectual property and operational planning.

## Security as a Process of Continuous Improvement

Achieving the ISO 27001 standard is not an end point, but the formalization of an already well-established cycle of continuous improvement. WEDO is committed to maintaining this level of excellence through regular internal audits, annual penetration tests, and constant technological monitoring.

By choosing WEDO, you opt for a solution where productivity never comes at the expense of security.

**To learn more about the security of the WEDO platform:**
You can consult the details of our commitments and our compliance reports directly on our website.

::button-secondary[Visit the Security Page]{link=https://wedo.com/security}

Or [contact our Chief Information Security Officer](mailto:security@wedo.com) for any technical questions.

WEDO achieves ISO/IEC 27001:2022 certification. Insights into our ISMS, SOC 2 alignment, and advanced security controls for highly regulated industries.

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ISO/IEC 27001 Certification: WEDO Reaches a Key Milestone in Information Security

Let’s talk about the most expensive room in your office. It’s not the server room. No, it’s not the CEO’s corner office either. It’s the conference room (or the Zoom room).

Let’s take a look at the statistics: [The average executive spends 23 hours a week in meetings](https://hbr.org/2017/07/stop-the-meeting-madness). That is more than half of their working life. And still, studies show that nearly 50% of those meetings are considered a waste of time.

The financial damage doesn't stop when the meeting ends. There is a phenomenon known as "meeting recovery syndrome." The mental exhaustion that employees feel after a poorly run, unproductive meeting. They don't just go back to their desks and start working. They vent to colleagues, stare at the screen to reset their focus, or simply, procrastinate.

For too long, organizations have treated meeting effectiveness as a ‘soft skill’ or a cultural issue. They assume that bad meetings are just a fact of corporate life, like bad coffee or traffic.

This is a mistake.

Meeting effectiveness is a measurable financial lever. When you optimize your meetings, you are unlocking a return on investment (ROI) that impacts three phases: how you prepare, how you execute, and how you follow up.

![An hourglass illustrating the concept of "time is money." Sand flows down, turning into gold coins, with a clock face at the top, emphasizing productivity value.](https://wedo-assets.sos-ch-gva-2.exo.io/Image_1_469b8de0cb.png)

## Time is Money: Calculating the Hard Costs
Let’s skip the corporate buzzwords and look at the math.

Imagine a standard weekly status meeting. You have 10 participants. Let’s assume an average ‘burdened’ hourly rate (salary + overhead) of $100 per person.

- 10 people x $100/hour = $1,000 per hour.
- If that meeting runs for 90 minutes, you have just spent $1,500.
- If you hold that meeting weekly, that is $78,000 a year, spent on one single meeting.

Now, ask yourself: Did that 90-minute session produce $1,500 worth of value? Did it contribute to completing a project? Or was it just a bunch of updates that could’ve been an email?

Every hour your team spends in a vague ‘catch-up’ session is an hour not spent on strategic growth, billable client projects, or product development. This is the visible cost.

But there is also the "shadow work" of meetings. The hours spent hunting for old minutes in shared drives. It’s the EAs chasing executives for updates. It’s the manual typing of notes from a notebook into a Word doc. Studies suggest that knowledge workers spend up to 20% of their workweek just searching for information. By centralizing your meeting documentation and tasks, you hand your team back one full day of productivity every week.

![An infographic highlighting high-stake ROI use cases: governance for Boards of Directors, retention for HR and Managers, and workflow unification for Project Teams.](https://wedo-assets.sos-ch-gva-2.exo.io/Image_2_en_0820a90a81.png)

## The Soft ROI of Accountability and Transparency
While hard costs are easy to calculate, the "soft ROI" often has a bigger impact on your company’s long-term health.

How often have you heard (or asked) the question: "Wait, didn't we decide that last time?"

That sentence is the sound of money burning. When decisions are forgotten, projects stall. There is immense value in structured agendas where everyone can contribute. When employees are allowed to add items to an agenda, they feel invested. This reduces the feeling of helplessness that leads to burnout.

For Boards and Executive Committees, the ROI is found in security and governance. In high-stakes environments, "talk" needs to become "law." You cannot rely on a loose email thread to confirm a budget increase or a merger strategy. Using tools that offer digital voting and electronic signatures turns a discussion into a binding record. You can securely lock minutes, request signatures, and archive the decision legally. The ROI here is risk mitigation, ensuring that your governance is bulletproof.

## The Three Pillars of Meeting Effectiveness
To capture this ROI, you cannot just ‘try harder.’ You need a system built on pillars.
### 1. Preparation (The "No Agenda, No Meeting" Rule)
The most productive meetings happen before the meeting starts. [If there is no agenda, there is no meeting](https://wedo.com/blog/how-to-create-a-productive-meeting-agenda). Period! But a static agenda isn't enough. You need shared agendas with attached files. If the financial report is attached to the agenda item, participants read it beforehand. This allows the meeting to be about deciding on the numbers, not reading them. This shift alone can cut meeting times by 30%.

### 2. Execution (Real-Time Documentation)
The ‘transcription lag’ is the enemy of momentum. In a high-ROI meeting, the minutes are written live. Using a dedicated platform allows for real-time note-taking. By explicitly defining a strict duration for each agenda item, you establish a formal framework that keeps the discussion on track.. You walk out of the room with the minutes 95% complete, eliminating the post-meeting administrative hangover.
AI is further transforming the landscape: thanks to the transcription of recordings, taking notes is now seamless. Certain tools can even synthesize discussions directly to highlight the most important points. This saves the note-taker a considerable amount of time and guarantees that all critical decisions are accurately captured.

### 3. Follow-up (Closing the Loop)
This is where the money is made. A meeting without action is just empty words. You must create a "task-meeting link." When a task is assigned during the meeting within your platform (like WEDO), it is linked directly to the discussion point. You can click on a task and see exactly why it was assigned and what the context was. This context prevents tasks from slipping through the cracks and ensures that "to-dos" actually get "done."

![Un diagramme architectural illustrant les trois piliers de l'efficacité des réunions : 1. Préparation (la règle "pas d'ordre du jour, pas de réunion"), 2. Exécution (documentation en temps réel), 3. Suivi (bouclage de la boucle).](https://wedo-assets.sos-ch-gva-2.exo.io/Image_3_fr_1_f8d7cbc372.png)

## Use Cases for High-Stake ROI
Improving meeting effectiveness isn't one-size-fits-all. It looks different across the organization.

- **For the Board of Directors:** The ROI is **governance**. Boards need a secure environment where sensitive documents are encrypted, and minutes are legally signed. The efficiency comes from streamlined board packs and the ability to audit decisions years later instantly.
- **For HR & Managers:** The ROI is **retention**. One-on-one meetings are often treated as box-ticking exercises. But when structured correctly, they become engines for employee development. A clear history of previous discussions shows the employee that their growth is being tracked and valued.
- **For project teams:** The ROI is the **unification of workflows**. Rather than scattering information across a task manager, a calendar, and a messaging app, the real value comes from using a single tool that links meeting follow-ups to the resulting actions. By centralizing documents, processes, and tasks within their original context, you eliminate confusion and the time wasted searching for information. This approach ensures that teams (whether remote or hybrid) have all the necessary project elements in one place for an uninterrupted execution.

![An infographic highlighting high-stake ROI use cases: governance for Boards of Directors, retention for HR and Managers, and workflow unification for Project Teams.](https://wedo-assets.sos-ch-gva-2.exo.io/Image_3_en_1_7f64a38687.png)

## Conclusion: From Cost Center to Growth Engine
It is time to reframe how we view meetings. For decades, meetings have been viewed as a necessary evil, a "cost center" that drains resources. But when managed correctly, meetings transform into a growth engine.
Effective meetings aren't about having fewer meetings (though that often happens naturally). They are about making sure that every single meeting leads to action. Organizations that master meeting management see faster project delivery, clearer communication, and significantly higher employee satisfaction.

You invest in your sales software. You invest in your marketing tools. Why are you not investing in the one activity that consumes 50% of your executive time?

Ready to reclaim your organization's time and stop the financial leak?
[Try WEDO for free today.](https://wedo.com/signup)


The conference room is the most expensive room in your office. Discover the true cost of bad meetings and how to turn them into a measurable ROI.

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The ROI of Improving Meeting Effectiveness in Your Organization

In the fast-paced world of administrative management, executive assistants play a crucial role. The Swiss army knives of any organization juggle many tasks and deadlines while supervising those of others. Faced with these challenges, they often find themselves overwhelmed by routine, repetitive responsibilities. We immersed ourselves in the daily lives of 6 executive assistants who use the WEDO platform to understand the workings of their organization, the challenges they face, and the tools they have put in place to facilitate their management.

According to our study, the most time-consuming tasks for executive assistants revolve mainly around administrative functions. These activities, while necessary, tend to monopolize a significant proportion of their working time, preventing them from concentrating fully on more crucial aspects of their role, such as operational and strategic development.

Among the most time-consuming tasks in their job descriptions, the executive assistants surveyed identify the following:

**1. Meeting preparation:** preparing agendas and presentation documents, taking and sharing minutes, following up on decisions and tasks delegated at meetings,

**2. Diary management and meeting organization:** planning and coordination of appointments, team meetings, and conferences, taking care to avoid scheduling conflicts,
**3. Document preparation and management:** drafting, proofreading, and organizing important documents such as reports, presentations, correspondence and contracts,

**4. Project coordination:** managing and following up on specific projects, liaising between different departments, and meeting deadlines.

Internal and external communications, administrative support, and human resources management closely follow those.

## How to lighten the administrative load for an executive assistant?

When asked what tools were used to monitor collaboration before WEDO was integrated, the most common programs were Outlook, Word (for taking minutes), and Excel. However, these tools had significant limitations. Respondents reported difficulties related to the cross-functionality of information between different team members. For example, these tools were not conducive to **active, real-time collaboration when taking PVs**, making this task often cumbersome and time-consuming, and necessitating numerous round-trips. The systematic use of e-mail to distribute these documents wasted considerable time without guaranteeing effective communication.

Furthermore, the limited nature of these tools prevented efficient tracking of tasks and projects. Users faced significant challenges maintaining a clear, up-to-date overview of projects. In short, although these tools are widespread and familiar, their use in team collaboration and project management needs to be improved.

This situation underlines the importance of cross-functional tools and solutions to lighten the administrative workload. With the implementation of WEDO, the executive assistants surveyed were able to optimize their administrative processes.

### 1. Meeting preparation and management

![computerized agenda for real-time note-taking](https://wedo-assets.sos-ch-gva-2.exo.io/reunion_ENEN_aad2ef7f0e.png)

One of the most time-consuming aspects of the job is the preparation of meetings. With WEDO, executive assistants benefit from automated management and considerable time savings in preparation and follow-up. The platform enables uniform management of minutes, clear distribution of post-meeting tasks, and automatic tracking of topics from one session to the next. Users report an average time saving of 55% for these tasks.

![save time spent on meetings](https://wedo-assets.sos-ch-gva-2.exo.io/55_ENEN_83c8604c19.png)

WEDO's meeting module lets you integrate blocks of paragraphs, tasks, file attachments, personal notes, votes and signatures, among others.

![testimonial Regula Oberdorfer](https://wedo-assets.sos-ch-gva-2.exo.io/Regula_Oberdorfer_ENEN_1a54d3c30f.png)

### 2. Project management and task tracking

![efficient task management](https://wedo-assets.sos-ch-gva-2.exo.io/tasks_ENEN_be99588a59.png)

Project management and tracking represent another major challenge. WEDO simplifies this task by offering clear delegation possibilities, the creation of checklist templates to standardize processes, and real-time task tracking. This leads to better prioritization and more efficient day-to-day management.

![testimonials Aline Volery and Nicole Thalmann](https://wedo-assets.sos-ch-gva-2.exo.io/testimonials_Aline_et_Nicole_ENEN_11a8dc6cff.png)

### Use case: facilitating HR processes and the transmission of specifications

When executive assistants are involved in HR processes, the integration of WEDO proves to be a major asset. The platform makes it possible to standardize on-boarding and off-boarding procedures by means of specific checklists. These checklists, drawn up for each stage of the process, automatically assign the relevant tasks to the team members concerned. This method ensures structured, efficient management of personnel transitions, eliminating the operational uncertainties often associated with the question "What steps should I take?".

By simplifying these processes, WEDO not only eases the workload for HR managers, but also contributes to a clear, documented handover of tasks and knowledge from one employee to the next.

![simplified hr processes](https://wedo-assets.sos-ch-gva-2.exo.io/Modeles_checklists_ENEN_fdf58af70f.png)

One of the decisive advantages of WEDO, highlighted by our management assistants, is the ease with which recruitment interviews can be documented in real time. Each exchange can be recorded directly in a standardized (and customized if required) agenda, enabling these interactions to be saved methodically and instantaneously.

### 4. Transmission of information

WEDO lets you link documents to tasks or meetings, ensuring that all the necessary information is in the right place. Global search makes it easy to retrieve documents, and to find a specific file based on a keyword found in the PDF file.

In terms of communication, WEDO users particularly appreciate the immediate visibility of entries and the ability to restrict access to certain information.

![Alexandra Locher](https://wedo-assets.sos-ch-gva-2.exo.io/Alexandra_locher_ENEN_e53527e95c.png)

**We asked our users to rate the platform on a scale of 1 to 10, to qualify the positive impact WEDO has on their daily tasks.**

![Best collaborative software for executive assistant productivity and organizations](https://wedo-assets.sos-ch-gva-2.exo.io/preparation_reunion_note_ENEN_1_d92c7629a1.png)

![Alicia Aubert](https://wedo-assets.sos-ch-gva-2.exo.io/Alicia_Aubert_ENEN_5d3644b8f7.png)

Executive assistants can greatly ease their workload by equipping themselves with a collaborative platform. Do you have any questions or doubts about WEDO's compatibility with your needs? We'll be happy to give you a short 30-minute demonstration.

::button-primary[Try WEDO for free]{link="/signup"}

::button-primary[Schedule a live demo]{link="/demo"}

In the fast-paced world of administrative management, executive assistants play a crucial role. The Swiss army knives of any organization juggle many tasks and deadlines while supervising those of others

Executive assistant smiling while discussing with a colleague in an office, illustrating daily administrative workflow and support.

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Making daily life easier for executive assistants

Held once a month, quarter, or half-year, as required, these privileged meetings provide a confidential and open communication space, encouraging in-depth discussion of individual and collective objectives. They create a valuable opportunity to discuss each employee's specific challenges and needs, fostering better mutual understanding. Moreover, these meetings provide a framework for recognizing individual achievements and contributions, reinforcing a sense of accomplishment and belonging to the team. Thanks to these personalized exchanges, bilateral meetings contribute to more effective personnel management, more focused professional growth, and solid, fulfilling working relationships.

## Key topics for a bilateral meeting

During a bilateral meeting between a team leader and an employee, several key topics must be addressed to ensure effective communication and optimal management. Here are some of these topics:

### 1. Ongoing assessment
Discuss objectives for the current period and assess progress and results achieved. Identify successes and areas requiring further attention.

### 2. Professional Development
Explore opportunities for employee development, training, and professional growth. Identify skills to be strengthened and possible progression paths.

### 3. Feedback
Exchange constructive feedback on work performed, highlighting strengths and addressing areas for improvement. Encourage open dialogue to stimulate continuous learning.

### 4. Needs and Challenges
Allow employees to express their needs regarding resources, assistance, or support to accomplish their tasks. Discuss possible obstacles and find solutions together.

### 5. Work-Life Balance
Address workload-related issues, stress levels, and work-life balance. Identify measures to support employee well-being.

### 6. Projects and Initiatives
Discuss future projects, new initiatives, and potential employee contributions. Encourage active participation and creativity.

### 7. Management feedback
Offer employees the opportunity to share their feelings about management, work methods, and team communication. Foster an environment of trust and continuous improvement.

### 8. Focus on Vision
Ensure that the employee understands and adheres to the team or company's overall vision, values, and goals.

### 9. Resources and Support
Identify the resources required for the associate's success and ensure that he/she has the proper support to carry out his/her tasks.

### 10. Long-Term Planning
Examine longer-term perspectives and discuss the employee's career aspirations and how these align with team or organizational goals.

_"Enabling discussions in bilateral meetings, in a more intimate way and with a long-term vision, brings a notable benefit to the employee's career in the company. It makes them feel valued, heard and recognized above all. Setting clear, long-term objectives is a real motivator for them."_

**Marie Rudaz-Jaeggi**, *[AmbitionSuccess.ch](http://ambitionsuccess.ch/)* - MORGES

Team leaders and employees can establish fruitful collaboration, foster professional development, and maintain a positive working climate by addressing these topics regularly and in-depth at bilateral meetings.

## Use WEDO to keep track of your bilateral meetings!

![1_1 ENFR.png](https://wedo-assets.sos-ch-gva-2.exo.io/1_1_ENFR_78b8a89537.png)

With WEDO, you can prepare your agenda jointly with your manager or colleague. In this way, each participant can prepare the questions or topics to be addressed.

Generally speaking, the agenda items for a bilateral meeting are recurrent. WEDO enables you to set the topics so that they recur from one time to the next to ensure that discussions are followed up and that objectives evolve.

Once completed, the minutes are locked and remain available to both participants for consultation.

::button-primary[Schedule a live demo]{link="/demo"}

During a bilateral meeting between a team leader and an employee, several key topics must be addressed to ensure effective communication and optimal management.

Professional woman answering a phone call while typing on her laptop in an open-plan office space.

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