## Dive into the world of WEDO with SEBconnect!

In this video, Sébastien Bouvier, a recognised specialist in productivity tools, introduces you to WEDO, an innovative platform for collaborative project management. After an in-depth evaluation, Sébastien highlights the many features of WEDO that are revolutionising teamwork. Explore how this tool can not only optimise your organisation, but also enhance the synergy and effectiveness of your collective projects.

_Video available in French_

::youtube-video{#EiX8mpsJr0k}



In this video, Sébastien Bouvier, a recognised specialist in productivity tools, introduces you to WEDO, an innovative platform for collaborative project management. 

Sebastien Bouvier tests WEDO on his SebConnect channel

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Sebastien Bouvier reviews WEDO

Human resources (HR) departments are at the heart of talent management and employee well-being in companies. Their role ranges from day-to-day administrative management to strategic decisions to improve corporate culture and employee engagement. However, these responsibilities bring a considerable administrative burden, particularly in managing the time spent preparing and monitoring HR processes and meetings.

Automating HR procedures is emerging as a key solution for saving time, reducing errors, and improving the employee experience. In this article, we take a look at the recruitment process.

## Standardizing the recruitment process

Recruitment is often a long and costly process. Automating procedures will simplify the process for any new business.

### Checklists for your recurring procedures

By creating a checklist model for employee recruitment, you standardize the steps to be taken. 

With WEDO, each task in the template has :

- a detailed description
- attachments (application file, regulations, assessment, specifications, etc.)
- a completion date and deadline
- a member of staff responsible
- an observer, if required

Once created, these templates are available in the WEDO platform and can be updated as often as necessary as the internal process evolves. The various tasks in the template are automatically delegated to the people in charge and will be added to their list of tasks.

In the case of recruitment, good practice would advocate the creation of checklist templates for each of the following stages:

#### Talent search process
From describing the job to putting your adverts online, your checklist will enable you to list all the usual steps involved in targeting the right profiles. 

#### Recruitment process
As soon as an application enters the recruitment process, a checklist can be launched on behalf of the candidate to ensure that each application is treated in the same way:

![recruitment process with wedo](https://wedo-assets.sos-ch-gva-2.exo.io/Recruiting_process_EN_1_47784f7f75.png)

#### Onboarding procedure
You've found your rare pearl. Mission accomplished? Not entirely. You now need to prepare for the arrival of your new employee. Contracts, integrating the profile into the system, setting up their computer, creating entry badges, creating an email address, informing employees: you've got a long list of tasks ahead of you. What's more, this list of tasks will concern not only the HR department, but also the head of the person's department, or the IT department, for example. That's why it's so important to be able to delegate tasks between departments and to be able to monitor them as an observer.

![onboarding process with WEDO](https://wedo-assets.sos-ch-gva-2.exo.io/Onboarding_EN_1_0563642850.png)

#### Handover of tasks to the new employee:
Now that the HR staff's job is done, the checklists will be invaluable to the new recruit's manager. Welcoming a new employee and handing over tasks and projects are laborious and time-consuming stages. WEDO improves familiarization by providing checklist templates. These will provide crucial information on the steps to follow, contacts and documents needed to carry out their new projects.

In addition to recruitment and onboarding, WEDO customers use the Checklists module to automate procedures such as employee departure, contract amendment, maternity/paternity leave, event preparation and training strategy.

### Preparing and transcribing job interviews

As part of your recruitment process, you can transcribe all your interviews in WEDO's meeting module. By creating a customized agenda, all you have to do is transcribe the discussions into the planned themes.

## An array of essential HR management functions

In addition to its checklists and task management, the WEDO collaborative platform offers a host of features to support human resources in their activities.

### Manage your bilateral meetings

Bilateral meetings are privileged occasions for establishing a confidential and open communication space, encouraging in-depth discussion of individual and collective objectives. They provide a framework for recognizing each person's achievements and contributions, reinforcing the sense of achievement and belonging to the team.

![bilateral meetings with WEDO](https://wedo-assets.sos-ch-gva-2.exo.io/HR_EN_1_c973c7a2da.png)

The WEDO platform enables you to automate your recurring meetings of all types, particularly bilateral meetings. The agenda is set by the supervisor, but preparation is collaborative. This allows employees to fill in the various points and questions to be addressed beforehand, or to complete an assessment, for example.

Generally speaking, the items on the agenda of a bilateral meeting are recurrent. With WEDO, you can set up the themes so that they recur from one meeting to the next, to ensure that the discussions are followed up and the objectives evolve.

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

![Sylviane Juilland HR manager testimonal](https://wedo-assets.sos-ch-gva-2.exo.io/EN_Sylviane_Juillandfinal_1_b0a38e1a92.png)

In a previous article, we gave you a few ideas on what to discuss at a bilateral meeting, to make it as engaging as it is constructive. 

[Read article](https://wedo.com/blog/topics-for-bilateral-meetings)

### Governance :

In addition to checklists, task management and the meeting module, WEDO offers a governance add-on. It represents your organization chart in the form of circles and roles. Thanks to this unique and innovative visual structure, drawn from the principles of holacracy, WEDO users can now benefit from an agile and transparent method for structuring their teams, defining roles and responsibilities, and improving internal communication.

[Learn more](https://www.youtube.com/watch?v=vSchpiRKs0M)

### Home working supervision :

As a collaborative platform, WEDO lets you monitor the progress of tasks and projects in real time. It provides secure access to minutes and files at all times, for seamless remote collaboration.

Interested in WEDO? Schedule a 30-minute meeting to discover all the WEDO features that will make your HR processes easier.

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


Automating HR procedures is emerging as a key solution for saving time, reducing errors, and improving the employee experience. In this article, we take a look at the recruitment process.

How can you save time in your HR procedures

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How can you save time in your HR procedures?

In today's professional world, meetings are inevitable. In particular, they are essential for planning, decision-making and monitoring projects. According to a recent WEDO survey, the biggest challenge for many professionals is **the follow-up on post-meeting actions.**

This article aims to provide you with practical advice on how to overcome this challenge and maximise the effectiveness of post-meeting follow-up.

Here are 6 concrete actions that you can apply to your follow-up:
1. **Clear assignment of tasks**: during the meeting, clearly assign responsibilities. Each action should be assigned to a specific person with a clear date. At the end of the meeting, recheck the tasks assigned and complete them if necessary.
2. **Use meeting/project management tools**: integrate tools such as WEDO to track the progress of tasks from one meeting to the next. These platforms provide a clear view of the actions to be taken and their progress.
3. **Meeting summaries**: send a meeting summary to all participants, including a list of actions to be taken, who is responsible for each task and the related deadlines.
4. **Plan follow-up points**: schedule follow-up meetings to review progress. At the start of these meetings, review any outstanding tasks. These regular updates help to maintain momentum and adjust plans if necessary.
5. **Open communication**: encourage regular communication between teams. This helps to resolve issues quickly and share updates on ongoing tasks.
6. **Recognition and feedback**: value successes and give feedback on completed actions. This strengthens the team's motivation and commitment.

For these strategies to be effective, it is essential to establish a culture of responsibility and transparency within your team. Encouraging each member to take ownership of their tasks and to communicate openly about progress contributes greatly to the overall effectiveness of monitoring. Similarly, it's important to remain flexible and adapt to changing circumstances, while keeping an eye on the final objectives. By implementing these practices, you will not only see an improvement in the follow-up of actions, but also a strengthening of the cohesion and dynamics of your team.

Post-meeting action tracking doesn't have to be a source of stress. By adopting these strategies, you can turn this challenge into an opportunity to improve the productivity and effectiveness of your meetings and your team.

In the professional environment, meetings play a key role in planning and decision-making. However, the follow-up of post-meeting actions represents a major obstacle for many people. Faced with this challenge, this article proposes concrete strategies for improving the effectiveness of follow-up.

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Follow-up on post-meeting actions

![5 employees taking part in a motivating and engaging meeting](https://wedo-assets.sos-ch-gva-2.exo.io/i_Stock_1443245160_40bc218d99.jpg)

In today's business landscape, meetings have become a cornerstone of how we work together. However, they can often seem monotonous and unproductive. They present a double challenge: on the one hand, keeping participants motivated and engaged, and on the other, ensuring that these exchanges are productive. As we struggle to navigate overloaded agendas and ambitious goals, how can we transform these meetings, often perceived as a constraint, into fruitful opportunities for collaboration and innovation?

This article examines how meeting leaders can create spaces where engagement, motivation, and productivity blend naturally. From agenda setting to post-meeting management, every aspect plays a crucial role in meeting success.

## How to boost motivation during a meeting?

### 1. Clarify the purpose and importance of the meeting
Make sure each participant understands why the meeting is important, and how it contributes to the overall objectives of the team or company. Try to link the meeting's objectives to the participants' personal or professional goals, showing them the direct benefit of their active participation.

### 2. Involve participants
Before the meeting, ask participants to contribute to the agenda. This gives them a sense of ownership and reinforces their interest. Actively encourage participation and show appreciation for everyone's ideas and opinions. Recognizing everyone's input increases motivation and commitment. Assigning specific roles (such as facilitator, topic leader, note-taker, moderator) can help participants feel involved and responsible for the success of the meeting.

### 3. Use interactive techniques
Incorporate interactive activities such as brainstorming or small-group workshops to energize the meeting and stimulate commitment. Round-table discussions are an easy way to encourage exchange.

### 4. Establish a comfortable, positive meeting environment
A welcoming space and a positive atmosphere can greatly influence participants' attitudes.

### 5. Ensure good time management
Setting a time limit for each item on the agenda and for each speaker ensures that the meeting remains dynamic and that all important topics are addressed without dragging on. Respecting participants' time shows that you value their contribution and their time.

### 6. Incorporate active breaks
For longer meetings, incorporating short breaks allows participants to stretch, refresh and come back more focused.

### 7. Use visual aids
Presentations, graphics and videos can make your meeting more lively and help to better communicate complex information.

### 8. Conclude with clear actions
End every meeting with a summary of key points and the distribution of tasks or actions to be undertaken. This ensures that the meeting has a concrete impact and that everyone knows what they need to do next.

### 9. Provide updates and feedback 
After the meeting, share a report with actions to be taken and follow up. This shows that the meeting is having a real impact and encourages continued participation.

![Meeting agenda for engaging meetings](https://wedo-assets.sos-ch-gva-2.exo.io/Brainstorming_Od_J_8cefa5a55a.png)

**Making a business meeting engaging is not only good for productivity but also for team morale.** By applying these strategies, you can transform your meetings into dynamic and productive moments, fostering better collaboration and communication within your team. You can create an environment where participants feel valued, involved, and motivated to contribute to the success of the meeting.

With the WEDO collaborative platform, you can **prepare your agendas** as a team and easily **track the progress of your projects**. From file sharing to task tracking, the content of your meetings is optimized by the platform so you can focus on the essentials.


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


This article examines how meeting leaders can create spaces where engagement, motivation, and productivity blend naturally. From agenda setting to post-meeting management, every aspect plays a crucial role in meeting success.

People participating in an engaging and productive meeting

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9 simple tips to make your meetings more engaging

In the context of digitalization, it is essential to improve the efficiency of administrative tasks within municipalities and public administration to ensure better delivery of public services. However, these entities are often grappling with time-consuming administrative activities that can hamper productivity.

Digital transformation offers valuable opportunities to automate administrative tasks. WEDO is a major asset in this field and has a proven track record as an cloud based, high-performance municipal government software. With its user-friendly interface, it enables local authority and public service professionals to quickly create, organize and manage essential documents. This automation frees up valuable time that can be reallocated to more strategic activities.

## Efficient management of committee meetings, town council meetings and municipal assemblies

Municipal meetings play an essential role in the decision-making process within public administrations. However, organizing and keeping track of them can be time-consuming.

WEDO simplifies this process by making it easy to create city council agendas or any other operational meeting agendas. The web app helps schedule meetings, write meeting notes, and share them easily and securely. As a result, we structure discussions better, make decisions faster, and closely monitor their implementation. WEDO is ideal for managing all types of meeting, whether bilateral or large-scale.

![government software solutions for municipal council meetings](https://wedo-assets.sos-ch-gva-2.exo.io/Administrations_publiques_6_EN_2f16bea765.png)


## Tracking discussions and decisions of council's and areas' meetings

Traceability of discussions and decisions is a key element in the transparent management of public administration. WEDO meets this requirement by recording every discussion, every decision and every task precisely and with a time stamp. This traceability guarantees complete documentation, promoting public accountability and trust in public institutions.

Before choosing a meeting manager, communities and municipalities should ensure that the software solution in question allows the management of access rights to certain areas and meeting minutes, so that sensitive information remains confidential.


## The benefits of a collaborative task management software for municipalities and local governments

A good task manager is essential for effective supervision of all areas of the commune. In WEDO, every member can get an overview of the status of every project, task, meeting and file.

This makes it possible to make informed decisions, identify potential bottlenecks and reallocate resources to optimize overall administrative productivity.

![Software for the management of operational daily business of municipalities](https://wedo-assets.sos-ch-gva-2.exo.io/Administrations_publiques_5_EN_ac2fe2fc90.png)


### The benefits of a task manager for an area manager:

**Organization and monitoring of activities:**
A task manager enables the area manager to maintain an organized list of activities and projects underway in his or her area. This gives him or her an overview of all tasks to be completed, their status and deadlines.

**Strategic planning in the public sector :**
Area managers can use a task manager to plan short-, medium- and long-term activities in their area. This helps him or her define objectives, allocate the necessary resources and develop strategies to meet community needs.

**Distribution of responsibilities :**
Using a task manager, the sector manager can assign specific tasks to members of his team or to other departments in the commune or town hall. He can assign priorities and keep track of who is responsible for what, promoting role clarity.

**Progress tracking :**
The task manager enables the area manager to monitor the progress of projects in real time. It can quickly detect delays or potential problems, enabling corrective action to be taken quickly.

**Internal communication:**
The Area Manager can use the Task Manager to communicate with his team and other departments in the commune. He can share information, documents and updates on ongoing projects without having to send e-mails. This boosts collaboration and cohesion within the town hall.

**Reduced forgetfulness:**
By recording all tasks to be completed in a task manager, the team leader minimizes the risk of oversight or neglect. He can be sure that nothing slips through the cracks and that all responsibilities are taken care of, with precise deadlines.


### The benefits of a task manager for the employee:

**Work management:**
A municipal software helps to keep track of the tasks assigned to the employee. They can organize their activities, set priorities and avoid oversights, all of which contribute to better workload management. Municipal operations can be managed from a computer, tablet or smartphone. This compatibility means that everyone, whether in the field or in the office, can find what they're looking for.

**Project and file tracking:**
A municipality management solution enables employees to track the progress of specific projects or files on which they are not working alone. They can note milestones achieved, important information and actions to be taken, making it easier to collaborate with other colleagues or departments in the municipality.

**Priority management:**
Employees can prioritize tasks according to importance and urgency. In this way, they can concentrate on activities that are crucial to the commune, and avoid being overwhelmed by lower-priority tasks.

**Reminders and notifications:**
Task managers often offer the option of setting reminders and notifications. This ensures that the employee doesn't forget deadlines, important meetings or actions to be taken, thus contributing to better punctuality.

**Personal assessment :**
A task manager enables employees to reflect on their own performance. They can analyze their achievements, identify areas for improvement and take steps to enhance their efficiency.



## Case study: How did the commune of Saxon (CH) breathe new life into its activities with WEDO?

In this article, you'll discover how the Commune de Saxon improved internal communication between its councillors, sector managers and staff. A successful implementation, both in terms of productivity and staff motivation:

[**Read article**](https://wedo.com/blog/commune-of-saxon-a-digital-revolution-in-municipal-administration)


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



In the context of digitalization, it is essential to improve the efficiency of administrative tasks within municipalities and public administration to ensure better delivery of public services.

Software helping municipalities and local authorities to manage their daily operations

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Digital transformation of public administrations


Our recent LinkedIn survey revealed that almost 40% of respondents associate the ineffectiveness of a meeting with the lack of decisions made, while 34% point the finger at the participants' lack of preparation.

Indeed, meetings dictate our weeks and petrify our calendars. However, they remain a central element in collaboration and mark the echelons of project management.

In this article, we address these issues and suggest a few best practices that will have the advantage of optimizing your meetings.



## Problem n°1: Promoting decision-making at meetings

### 🎯 Systematically setting objectives

The meeting leader must be clear about the objectives of the meeting. Depending on the objectives and their deadlines, it is important to systematically [define in advance the decisions to be taken](https://help.wedo.com/en/articles/6877940-voting-decision-preparing-the-decision-on-a-vote) and mention them in the agenda. 

### 🗣️  Assign decision-making authority 

It is advisable to define a meeting moderator or to [assign responsibility for each topic to a specific person](https://help.wedo.com/en/articles/5747620-define-the-presenter-of-a-topic). In this way, this person ensures that the matter reaches a decision before moving on to the next item. 

### 🗳️  Putting to the vote 

Decision-making can be facilitated by [voting](https://help.wedo.com/en/articles/6877940-voting-decision-preparing-the-decision-on-a-vote). When a decision is taken within a group, voting can  reach a collegial decision. Voting puts an end to endless discussion and allows the group to move on to the next issue.  

### ✅   Formalizing decision-making 

It's important to record decisions clearly in the minutes. The [record of any decision must be easily accessible](https://help.wedo.com/en/articles/2614315-view-all-decisions-made-in-meetings) to avoid wasting time searching for information. 


##  Problem n°2: Encourage participants to prepare themselves

### 👀  Reading discussion material in advance

[Send information and documents](https://help.wedo.com/en/articles/5959542-share-a-meeting) dealing with the various topics in advance so that participants can prepare themselves. Reading the issues in advance ensures that they are dealt with more quickly, thus reducing the length of the meeting.   

### 🗓️  Initiate debate before the meeting

By mentioning any [questions or decisions](https://help.wedo.com/en/articles/5701398-types-of-blocks) to be made on the agenda, participants can prepare themselves for the debate.  

### 👤 Empowering participants

The meeting initiator does not have to run the entire session. On the contrary, by [appointing a member of staff as presenter](https://help.wedo.com/en/articles/5747620-define-the-presenter-of-a-topic) for a topic in which he or she is involved, he or she will by nature be better prepared and more responsible for managing the project. In addition, the change of presenter will have the advantage of giving the meeting a rhythm.

### ❎  Consistency in the participation of certain employees

A lack of preparation or investment on the part of an employee can sometimes mean that his or her presence is perhaps not relevant.

![Préparation d'un ordre du jour](https://wedo-assets.sos-ch-gva-2.exo.io/ca_preparer_odj_d6adef1deb.png)


Collaborative upstream work can radically improve meeting productivity and participant involvement. 

WEDO is a cloud-based solution that enables all team and company members to manage their meeting agendas. Agenda items and content are automatically transferred from one meeting to the next, ensuring the traceability of projects, tasks and decisions. 

The platform is compatible with the management of all types of meetings, from board meetings to HR meetings, as well as regular or exceptional project management sessions.


::button-primary[Request a free demo]{link="/demo"}


Our recent LinkedIn survey revealed that almost 40% of respondents associate the inefficiency of a meeting with the lack of decisions made, while 34% point the finger at the lack of preparation on the part of participants.

This article addresses these issues and suggests a few best practices to optimize your meetings.

People havin a discussion during a meeting

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What are the main disruptive elements in our meetings?

## The organization of a Board of Directors

Companies in any field frequently meet with their board of directors to agree on major strategic decisions. This formal meeting must be well organized and conducted efficiently to facilitate the exchange and communication with the board members. It is, therefore, essential to use the necessary digital tools to improve the organization and follow-up of these meetings. These technological solutions must meet security requirements to allow secure communication and access.
Do you need help to ensure effective follow-up and organization of your board meetings? Then, we have the solution to help you!
WEDO is a meeting management tool that lends itself perfectly to preparing and monitoring boards of directors for many reasons. We suggest you discover 7 steps that show you how our collaborative platform supports the organization of Boards of Directors.

 🗓️ 👩‍💼👨‍💼🧑‍💼

## 1. Prepare your CA

### 📂 Organize the documents

If you are involved in preparing for your company's Board of Directors meetings, first organize all the documents that will be presented at the meeting, such as financial reports, sales reports, and marketing updates. Ensuring all documents are well-given, complete, and easy to understand is essential.

###  ✍🏻 Prepare reports

If you are responsible for presenting reports, prepare them well before the meeting. Ensure they are clear, and concise and contain all the relevant information for the meeting.

###  ❔ Identify key issues

Finally, before the meeting, identify the key issues or areas of concern that will be addressed during the session. Then, be prepared to offer ideas, suggestions, or recommendations if necessary.

Once you have prepared these initial points, focus on establishing the topics discussed at the meeting: your agenda.

##  2. Set the agenda

###  📣 Determine what topics to address

Topics discussed at board meetings may vary depending on the organization. They may include:

- financial reports;
- operational updates; and
- Strategic planning;
- Risk management;
- legal compliance;
- Ongoing projects;
- Voting;
- and other matters of importance to the organization.

###  📋 Create your base frame

The items discussed are often the same from one board to the next. Be sure to identify recurring themes to save valuable time preparing for future meetings.

###  🗣️ Choose theme presenters

The speakers may vary depending on the theme. Therefore, it is essential to define who should prepare the agenda items or simply who will be the presenters of the topic. This will reinforce the collaborative aspect of the preparation of the meeting. All members will be involved in the upcoming session.

###  📎 Joignez les fichiers aux bonnes thématiques

Au préalable, l’idée est de préparer les documents et rapports à partager avec votre CA. Prenez le temps en amont d’également les joindre aux différentes thématiques de votre ordre du jour afin que les participants puissent les lire et les annoter avant le jour J. Une réunion bien préparée améliorera son efficacité ! 

##  3. Manage access to the meeting

It is expected that access to a CA meeting needs to be finely managed to choose who can see what and especially when. If your tool allows it, try to control the access to the meeting and the role of your participants according to its stages. This will enable you to prepare your agenda according to these different rights and not worry about access beyond the preparation. Determine who are editors, readers, or those who do not have access.

##  4. Integrate the votes

#### 🗳️ Determine voters

Choose who is allowed to vote. Then determine how you will collect the results. Different options are possible:

- digital votes by each voter ;
- a show of hands during the session;
- and collecting votes, with the secretary transcribing the results at the end of the meeting.

####  ☑️ Allocate shares

Voting is integral to the Board of Directors' process since members are often asked to vote on strategic decisions affecting the company. Therefore, be sure to allocate shares according to the decision-making weight of each voter.

####  🟢 Require quorum

In the event of a vote, and if you have allocated shares, you must verify at the beginning of each board meeting that a quorum is present. A quorum is the minimum number of shares based on those present at the meeting.

####  👤 Allow anonymous voting

Determine for a meeting whether you will allow anonymous voting. This should be determined before the meeting, or at least before voting opens.

####  🚫 Hide voting results until close

Depending on the internal operation, it may be necessary to hide the votes until they are closed. Ensure this is the case for the votes processed during your board of directors.

####  🔨 Write pre-decisions

To save time processing the votes, you can write the pre-decisions resulting from them. This is possible if you can imagine the outcomes of the votes. You can prepare a pre-decision for each possible answer. 

##  5. Write the minutes

###  💻 Writing by the Secretary

For this very formal meeting, the writing of the minutes is usually entrusted to a secretary. Here is how this person will compose their minutes.

#### ✍🏻 Paragraphs

Add well-structured paragraphs to reflect the discussions in the plenary. The idea is to proceed systematically and be as transparent as possible while favoring a simple style and short sentences. Think about your future readers from the start!

#### 🗳️ Votes

During the drafting process, validate the votes prepared beforehand and decide on the final decision.

#### 🔨 Decisions

Highlight essential decisions made during the board meeting. The idea is that from the minutes, each member can see all the strategic decisions that the meeting has decided upon.

#### ✅ Tasks

Make a clear list of tasks that flow from the decisions approved by the board. You can also already assign tasks to the people in charge, determining their priority and due date. By doing this, you will have your members up and running by the end of the meeting. Then, everyone knows what needs to be done and by when.

###  👀 Private note-taking by members

####  ✏️ Add private notes to the minutes

Encourage your members to prepare in advance by taking private notes. The idea is also to have them write their notes and comments during the meeting to ensure they understand what is expected.

####  📝 Annotate attached files

The notes can also be added directly to the files and documents attached to the agenda and meeting minutes. The goal is for members to find their written interventions exactly where they belong.

##  6. Follow up on tasks

Track the progress of tasks from one meeting to the next to ensure that deadlines are met. Then, if your tool allows it, simply import your tasks into the next meeting's agenda to see if they were completed on time.

##  7. Give access to the minutes

At the end of the meeting and after the proofreading stage, control access to the minutes so that each member can review the minutes of the discussions. This will allow members to record everything that was discussed during the meeting. At the end, share the minutes with all members to encourage them to review them as soon as possible after the board meeting.

##  ✅ WEDO's advantages for your CA management

We talked earlier about the importance of choosing an excellent tool to manage and track the progress of your board meetings. WEDO develops the ideal collaborative platform for efficient meeting management. So why will our solution be your best ally for board meetings? Here is a summary:

**📋 You collaboratively prepare your agenda.**
![bod-prepare-agenda.png](https://wedo-assets.sos-ch-gva-2.exo.io/bod_prepare_agenda_7476ddda20.png)

**🔐 You manage access to the meeting.**
![bod-access-meeting.png](https://wedo-assets.sos-ch-gva-2.exo.io/bod_access_meeting_ac15c4df9d.png)

**🗳️ You integrate the votes into your board.**
![bod-votes.png](https://wedo-assets.sos-ch-gva-2.exo.io/bod_votes_c631be7608.png)

**⌨️ You write your report in real-time directly on the platform and allow the participants to take their private notes.**
![ca-writing-minutes.png](https://wedo-assets.sos-ch-gva-2.exo.io/ca_writing_minutes_7aa178ad22.png)

**✅ You track tasks from one meeting to the next by importing ongoing and completed tasks.**
![bod-tasks-tracking.png](https://wedo-assets.sos-ch-gva-2.exo.io/bod_tasks_tracking_21b36c4285.png)

**👀 You provide access to the minutes directly after the meeting and email them to members from the platform.**
![ca-access-meeting-minutes.png](https://wedo-assets.sos-ch-gva-2.exo.io/ca_access_meeting_minutes_b8cb3e8b91.png)

>**Do you want to test WEDO for your next board meeting? Then, our experts will introduce you to the tool and help you prepare your first agenda in 30 minutes.**

::button-primary[Contact our experts]{link="/demo"}

## Some examples of our clients who use WEDO to manage their board of directors
![wedo-customer-board-of-directors.png](https://wedo-assets.sos-ch-gva-2.exo.io/wedo_customer_board_of_directors_d91a634e29.png)



Efficiently organize & conduct board meetings w/ WEDO - a secure, digital meeting management tool. Enhance communication & follow-up with our 7-step collaborative platform.

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Organize your Board of Directors with WEDO

In this article published in the April 2023 issue of PME Magazine | Focus IT & Digital, we discuss the place of people in an environment that is becoming increasingly digital.

(Article only available in French)

![article dans le PME MAGAZINE | Digitaliser au profit de l’humain](https://wedo-assets.sos-ch-gva-2.exo.io/2903_PME_IT_1_19_1_91e9506501.png)

Digitizing, yes, but with the aim of raising the human element. David Dutch and Antoine Sudan, creators of the WEDO software, have always wanted to put the human element at the heart of the digitalization process of a company.

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PME MAGAZINE | Digitalising for the benefit of people

## Voting in meetings

During a meeting, the participants' opinion is frequently requested to facilitate the decision-making process. **Voting** is an excellent way to reach a clear and transparent decision.

The WEDO collaborative platform includes a new feature that allows you to collect votes within your organization efficiently. Let's find out together what is included in this update. 👇🏻

## Digital voting with WEDO

### Add a vote

🗳️ A new block has been added to the editor so you can integrate a vote into your meeting.

Insert a **Vote block** in the topic of your meeting agenda, then enter a _Title_ and a _Description_ to formulate the purpose of the vote:

![](https://wedo-assets.sos-ch-gva-2.exo.io/2022_10_1_voting_en_40e452fa87.gif)

### Define answers

From the voting details panel, enter the possible answers. _Yes_ and _No_ are added by default. If needed, click on the field to change them manually or add other answers.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2022_10_2_voting_en_c81470adcd.gif)

### Manage abstention

If participants have the right to abstain from voting, check the **"Can abstain"** option in the voting details panel.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2022_10_3_voting_en_b741381967.gif)

### Prepare for the voting decision

While preparing a vote, you can already add a **Decision**. When the time comes, you will only have to validate the final decision, which will be added with one click to your meeting minutes. By doing so, you will save precious time during the minutes taking process.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2022_10_4_voting_en_d0a1706fb0.gif)

### Choose how to collect the answers

#### **Option 1 | Direct vote : participants add their answers**

Do you want to encourage a collaborative vote so participants can enter their answers independently? Then choose who can vote by checking the "Vote" option for authorized participants:

![](https://wedo-assets.sos-ch-gva-2.exo.io/2022_10_5_voting_en_239ebb2a90.gif)

🔔 When the meeting is "Validated”, users receive an instant notification and can access all the votes they need to vote on with one click.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2022_10_6_voting_en_9dbfd99719.gif)

🚨 Users haven't voted yet as the deadline approaches? **Send an email request for a vote** to invite them to express their opinion!

![](https://wedo-assets.sos-ch-gva-2.exo.io/2022_10_7_voting_en_350c0a9316.gif)

#### **Option 2 | Proxy vote : the organizer votes for the participants**

Depending on your internal process, it is possible that you carry out votes by show of hands during your meetings or that the organizer wishes to keep the writing on the final entry of the results in WEDO.

The meeting editor can then **Edit results**.

ℹ️ To ensure full transparency, it will be stated that X voted on behalf of Y.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2022_10_8_voting_en_28210a3d41.gif)

#### **Option 3 | Absentee voting: vote collection**

With this collection method, the vote is not nominative; it simply expresses a percentage according to the possible answers (on 100 voters, we collected 60 _Yes_ against 40 _No_).

Thus, after a postal survey, you can record the result of the vote in your meeting minutes after the votes have been counted. Enter the number of votes received for each answer:

![](https://wedo-assets.sos-ch-gva-2.exo.io/2022_10_9_voting_en_eb5225b956.gif)

### Close a vote

If you want to manage the response time of a vote, you can close it at the appropriate time. However, participants will no longer be able to vote after it is closed.

📅 When setting up, you can also set a due date for votes for a meeting.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2022_10_10_voting_en_7d7134e197.gif)

## Use Case: Efficiently manage votes for your boards of directors

With this update, WEDO improves the voting system for your board of directors by offering a simple and efficient digital alternative. During these meetings with a very specific functioning, the shareholders or associates are frequently brought to vote in order to make decisions. The **voting** functionality integrated in the meeting module favors this type of use. WEDO also offers advanced options that will speak to all members of a board of directors. For each meeting, the editor can :

* Allocate shares according to the decisional weight of each voter,
* Require a quorum (minimum number of shares based on those present at the meeting),
* Allow anonymous voting,
* Hide the results of the vote from the participants until the vote is closed.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2022_10_11_voting_en_1_fd9ba95c26.gif)

## The benefits of this update 🗳️🤚🏻

In sum, the **Voting** feature aims to encourage clear, accurate and transparent decision-making by allowing organizations to manage votes during meetings efficiently.

Integrate voting into your meetings today to effectively poll participants' opinions!

![](https://wedo-assets.sos-ch-gva-2.exo.io/2022_10_12_voting_en_1_edae4bd816.gif)

To facilitate the collection of votes and the adoption of decisions, we have integrated a new feature that allows you to vote before or during meetings. In this article you will learn more about the features and benefits of this update.

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Improve decision-making with voting

Trello

Asana

Decisions

Monday.com

eSéances

MS Teams

MS Planner

Hypercontext

OneNote

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

Small businesses don’t have time to waste on complicated software. The right project management tool should fit seamlessly into their daily operations, helping teams track progress, manage tasks, and collaborate without friction.

The problem is that many tools feel either too complex or too limited. Some require weeks of training before teams can use them effectively. Others seem simple at first but lack essential project planning and task tracking features. And then there’s pricing. Some platforms look affordable upfront but quickly become expensive as soon as you need real-time updates, Kanban boards, or Gantt charts.

A tool built for [small businesses](https://wedo.com/industries/sme) should be easy to use, flexible, and scalable. It should make it effortless for teams to allocate resources, track deadlines, and automate workflows without turning daily work into a struggle. More importantly, it should support team collaboration by keeping conversations, files, and action items in one place, so nothing gets lost in endless email threads or scattered apps.

In this blog post, we’ll break down the top project management tools for small businesses in 2025 to help you find the best fit for your team.

![A chart listing the key features to consider when looking for project management software](https://wedo-assets.sos-ch-gva-2.exo.io/what_to_consider_when_choosing_a_project_management_tool_en_b0c0ccca49.png)

## What Small Businesses Should Look for in a Project Management Tool
Before we jump into the best project management tools for small businesses, let’s talk about what actually matters when choosing one. Small teams have different needs than massive enterprises drowning in complex workflows and endless approval chains. 
A tool that slows you down, forces you into rigid processes, or charges extra for basic features likely won’t be a good fit. The goal is to make work easier, not more complicated, which is why the right software should actually match the way your team operates.
Here’s what small businesses should look for when choosing a project management software that works:

### Ease of Use
If a tool takes weeks to learn, it’s already a problem. Small teams need something they can start using right away, drag, drop, assign, check off, and move on. Whether it’s Kanban boards, Gantt charts, or simple task lists, it should be intuitive enough that your team isn’t wasting time figuring out how to do basic things.

### Affordability
A free trial is great, but what happens when you actually need to use the tool long-term? Paid plans can quickly pile up in cost, especially if essential project management features, like task dependencies, tracking progress, or automation, are locked behind expensive upgrades. Look for transparent pricing that scales without hidden fees.

### Collaboration Features
A small business project management software shouldn’t just be a task tracker, it should help your team collaborate without the back-and-forth hassle. Built-in file sharing, meeting follow-ups, and real-time updates keep everything connected, so no one is hunting down notes from last week’s meeting or getting lost in endless email chains.

### Task and Workflow Automation
The best tools help save time by taking care of the repetitive stuff. Task dependencies, recurring assignments, and checklist templates keep projects moving without managers manually checking in on every single task. 
### Scalability
What works for a three-person team today might not cut it when you’re handling bigger projects and more people. A good software lets you allocate resources, track progress, and expand workflows without suddenly becoming too complicated to manage.
Picking the wrong tool means wasted time, messy projects, and frustration. The best project and task management software will fit the way your team works today while giving you room to grow. 

Now, let’s take a look at the top project management tools of 2025 and see which one actually makes sense for your business.

## 1. Monday.com: The Visually Intuitive Project Manager
For small businesses seeking a visual approach to project management, Monday.com offers a user-friendly platform. Its color-coded boards, customizable workflows, and drag-and-drop task management make organizing work straightforward. Teams can easily view who's responsible for tasks, upcoming deadlines, and overall project progress at a glance.

### Key Features:
**- Multiple Views:** Access to Kanban boards, Gantt charts, calendar views, and more, depending on the subscription plan.
**- Integrations:** Seamlessly connects with popular apps like Google Drive, Slack, and Microsoft Teams, centralizing your tools.
**- Automation:** Streamlines repetitive tasks to enhance efficiency.

### Pricing:
**- Free Plan:** Suitable for individuals or pairs, offering up to 3 boards, unlimited docs, and 200+ process templates.
**- Basic Plan:** Priced at $9 per user/month (billed annually), includes features like unlimited items, 5 GB file storage, and priority customer support.
**- Standard Plan:** At $12 per user/month (billed annually), adds timeline and Gantt views, 250 automations (actions) and integrations per month, and 20 GB file storage.
**- Pro Plan:** For $19 per user/month (billed annually), offers advanced features like time tracking, chart views, 25,000 automations and integrations per month, and 100 GB file storage.

### Hosting Location:
Primarily USA; EU Data Region available for certain plans.​

### Considerations:
While Monday.com provides a robust set of features, some advanced tools, such as time tracking, chart views, and higher limits on automations and integrations, are only available in the Pro Plan or higher tiers. Additionally, the free plan is limited to 2 users, making it more suitable for very small teams or individual use.

### Best suited for:
Small businesses that prioritize a visually intuitive interface and are willing to invest in higher-tier plans to access advanced features.

📌 _Note: Pricing and features are subject to change. For the most current information, please visit Monday’s official website._

## 2. Asana: The Structured Task Manager for Small Teams
For small businesses seeking a structured approach to project management, Asana offers a comprehensive platform designed to streamline workflows and enhance team collaboration.

### Key Features:
**- Multiple Views:** Asana provides list, board, and calendar views in its free Personal plan, with timeline (Gantt chart) views available in the Starter plan and above.
**- Task Management**: Assign tasks with due dates, set priorities, and establish dependencies to ensure projects progress smoothly.
**- Automation:** Automate routine tasks to increase efficiency, with the number of automations per month varying by plan.
**- Integrations:** Connect Asana with popular tools like Slack, Google Drive, and Microsoft Teams to centralize your work environment.

### Pricing:
**- Personal Plan** – $0 (Free): Basic project management for individuals or small teams (up to 10 users), with list, board, and calendar views.
**- Starter Plan** – $10.99 per user/month (billed annually): Adds timeline & Gantt charts, workflow builder, 250 automations per month, and dashboards.
**- Advanced Plan** – $24.99 per user/month (billed annually): Includes portfolios, goal tracking, time tracking, critical path, and advanced reporting.
**- Enterprise & Enterprise+** – Custom pricing: Offers unlimited portfolios, enhanced security, and compliance features.

### Hosting Location:
Primarily the USA.

### Considerations:
While Asana’s free plan is useful for small teams, it’s limited to 10 users and lacks essential features like Gantt charts, task dependencies, and advanced reporting. To access these, businesses will need to upgrade to a paid plan, which can become costly as teams grow.

### Best suited for: 
Small businesses that need structured task tracking, workflow automation, and multiple project views, with room to scale as their needs grow.

📌 _Note: Pricing and features are subject to change. For the most current information, please visit Asana’s official website._

## 3. ClickUp: The Customizable Powerhouse
For small businesses seeking a highly customizable and feature-rich project management solution, ClickUp stands out as a versatile platform designed to adapt to various workflows and team needs.

### Key Features:
**- Multiple Views:** Access a variety of project perspectives, including List, Board (Kanban), Calendar, Timeline (Gantt), and more, allowing teams to visualize tasks in the format that suits them best.
**- Task Management:** Create and assign tasks with due dates, priorities, and dependencies. Use native time tracking to monitor the time spent on tasks and projects.
**- Customization:** Tailor your workspace with Custom Fields, Custom Statuses, and over 35 ClickApps to add specific functionalities as needed.
**- Collaboration Tools:** Enhance team interaction with real-time chat, collaborative whiteboards, and document sharing, ensuring seamless communication and idea exchange.
**- Integrations:** Connect ClickUp with popular tools like Slack, Google Drive, and Microsoft Teams to streamline workflows and centralize information.

### Pricing:
**- Free Forever Plan:** Ideal for personal use, this plan offers features such as 100MB storage, unlimited tasks, collaborative docs, whiteboards, and Kanban boards.
**- Unlimited Plan:** At $7 per user/month (billed annually), this plan includes unlimited storage, integrations, dashboards, Gantt charts, custom fields, and guests with permissions.
**- Business Plan:** Priced at $12 per user/month (billed annually), it adds advanced features like Google SSO, advanced time tracking, workload management, timelines, mind maps, and advanced automation.
**- Enterprise Plan:** Designed for large teams with complex needs, this plan offers white labeling, advanced permissions, enterprise API, custom roles, single sign-on (SSO), and more. Pricing is available upon request.

### Hosting location:
Data is stored in one of five AWS regions: Oregon (USA), Ohio (USA), Sydney (Australia), Singapore, and Dublin (Ireland).

### Considerations:
While ClickUp offers a comprehensive suite of features, its extensive capabilities can present a learning curve for new users. Teams may need to invest time in setup and training to fully leverage the platform's potential. Additionally, some advanced functionalities are reserved for higher-tier plans, which could impact budgeting for small businesses.

### Best suited for: 
Agencies and service-based businesses that need a highly customizable tool to track time spent on tasks for billing and resource management, while supporting diverse workflows and team collaboration.

📌 _Note: Pricing and features are subject to change. For the most current information, please visit ClickUp’s official website._

## 4. Trello: The Best Lightweight Kanban Solution
For small businesses seeking a straightforward and visual project management tool, Trello offers an intuitive platform centered around Kanban boards. Its simplicity and flexibility make it ideal for teams looking to manage tasks without unnecessary complexity.

### Key Features:
**- Kanban Boards:** Use boards, lists, and cards to organize tasks and workflows visually.
**- Unlimited Cards: Create as many task cards as needed to keep track of project components.
Power-Ups:** Enhance functionality with integrations and add-ons, with unlimited Power-Ups per board, even on the free plan.
**- Collaboration Tools:** Assign tasks, set due dates, and add comments to facilitate team communication.
**- Automation:** Built-in automation (Butler) to streamline repetitive tasks, with command runs varying by plan.

### Pricing:
**- Free Plan:** Ideal for individuals or small teams, offering up to 10 boards per Workspace, unlimited cards, unlimited Power-Ups per board, and 250 Workspace command runs per month.
**- Standard Plan:** At $5 per user/month (billed annually), this plan includes unlimited boards, advanced checklists, custom fields, 1,000 Workspace command runs per month, and unlimited storage (250MB/file).
**- Premium Plan:** Priced at $10 per user/month (billed annually), it adds multiple views (Calendar, Timeline, Table, Dashboard, and Map), unlimited Workspace command runs, and advanced administrative and security features. 
**- Enterprise Plan:** Designed for larger organizations, starting at $17.50 per user/month (billed annually) for up to 250 users, with pricing decreasing as more users are added. This plan offers organization-wide permissions, unlimited Workspaces, and enhanced security options.

### Hosting location:
The Trello servers (including the databases) are hosted on Amazon Web Services (EC2, in the United States.

### Considerations:
While Trello's free plan is robust, it limits users to 10 boards per Workspace and offers basic functionalities. Advanced features like multiple project views, increased automation capabilities, and enhanced administrative controls require a move to paid plans. Additionally, teams managing complex projects may find Trello's simplicity lacking in advanced project tracking and reporting tools.

### Best suited for: 
Small businesses that prefer a lightweight, visual task management tool and do not require extensive advanced features.

📌 _Note: Pricing and features are subject to change. For the most current information, please visit Trello’s official website._

## 5. WEDO: The Best Alternative for Businesses That Need More Than Just Task Tracking
Most project management tools focus on organizing tasks—but what happens when those tasks come from meetings? [WEDO](https://wedo.com/features) is designed to bridge the gap between meetings, follow-ups, and execution, ensuring that decisions don’t get lost and action items are always followed through.

For teams that rely on structured collaboration, project tracking, and real-time updates, WEDO makes managing tasks effortless by connecting meetings, action items, and ongoing work in one seamless platform. Instead of juggling multiple tools for task management, file sharing, and meeting follow-ups, WEDO keeps everything in sync, helping teams stay aligned and productive.

### Key Features:
**- Seamless Meeting-to-Task Integration:** Most tools separate meetings from task tracking, but WEDO [automatically links meeting discussions](https://wedo.com/features/meetings), decisions, and action items to tasks, so nothing falls through the cracks.
**- Multiple Views for Flexible Workflows:** Teams can customize their workspace with List, Kanban, and Gantt chart views, ensuring everyone can [track progress](https://wedo.com/features/tasks) and manage tasks in a way that works for them.
**- Meetings Integrated into Gantt Charts:** WEDO is the only [project management tool](https://wedo.com/features/project-management) that directly integrates meetings into project timelines. From the Gantt chart, users can access task details, meeting agendas, and meeting minutes, ensuring complete visibility over ongoing work.
**- Collaboration-First Approach:** Designed for teams that work together, WEDO brings meetings, tasks, and files into one workspace, eliminating the need for endless email threads and scattered documents.
**- Enterprise-Grade Security:** As a Swiss-made platform trusted by 700+ companies, WEDO prioritizes data security and compliance, with features like SAML 2.0 Single Sign-On, SCIM provisioning, and Bring Your Own Key (BYOK) for encryption.
**- Fast, Personalized Support:** Unlike other project management tools where support feels distant, WEDO offers dedicated training and fast customer service to ensure teams get the most out of the platform.

### Pricing:
**- Pro Plan** – $19.90/user/month: Includes unlimited meetings, tasks, [checklists](https://wedo.com/features/checklists), project management (including Gantt Chart), file sharing, and live chat support.
**- Enterprise Plan** – $24.90/user/month: Includes everything in Pro, plus Active Directory integration, SAML 2.0 SSO, SCIM provisioning, enforced two-factor authentication, Bring Your Own Key (BYOK), audit logs, and custom terms.
A 14-day free trial is available—no credit card required.

### Hosting location:
Europe (Switzerland), ensuring data security and compliance with European regulations.

### Considerations:
Many small business project management software options focus only on task tracking. But without meeting follow-ups and structured collaboration, tasks often get lost in a backlog. WEDO keeps everything connected, meetings, discussions, tasks, and follow-ups, so teams stay aligned and nothing gets forgotten.

For businesses looking for a modern, collaboration-driven project management solution, WEDO is the best alternative to traditional task managers; because great teamwork starts with great communication.

### Best suited for: 
Teams that want a fully integrated workspace where meetings, tasks, and follow-ups happen in sync, eliminating scattered tools and keeping collaboration seamless.

![An illustration listing the benefits of the WEDO project management platform, such as the seamless integration of meetings with tasks, the integration of meetings into Gantt charts, the collaborative approach, enterprise-wide security and fast, personalised support.](https://wedo-assets.sos-ch-gva-2.exo.io/why_is_wedo_more_than_just_a_task_management_tool_en_ca300550aa.png)

## Conclusion
Managing projects is more than tracking tasks. You have to keep momentum, turn discussions into action, and create a workflow that supports success. The right tool brings all that together, making it easier for teams to stay aligned, track progress, and complete projects efficiently.

[WEDO](https://wedo.com/features) connects meetings, follow-ups, and execution in a single workspace. Instead of switching between tools, teams can assign tasks directly from meeting agendas, track progress in real time, and keep follow-ups organized. With integrated Gantt charts, multiple task views, and enterprise-grade security, WEDO supports structured collaboration that keeps teams productive and projects on track.

🚀  [Start your free trial today](https://wedo.com/signup) and experience how WEDO transforms the way teams manage meetings, tasks, and collaboration.


Discover the best project management tools for small businesses in 2025. Compare features, pricing, and find the right fit for your team.

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Best Project Management Tools for Small Businesses in 2025

Looking for the best Asana alternatives? Explore top project management tools and find the right fit for your team’s collaboration, meetings, and task tracking.

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6 Asana alternatives for efficient team collaboration

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.

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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

an executive assistant overwhelmed by work and demands

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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.

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

Meeting management

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