Leadership meeting management in Microsoft Teams

Q: What is leadership meeting management?

Leadership meeting management runs the recurring executive meeting as one process: a structured agenda with pre-reads, facilitation, decisions recorded against their agenda items, actions assigned to owners with dates, and follow-up carried into the next meeting. Buyers often search for it as leadership meeting software. What they need covers the whole run of meetings, not a single one.

Before

Everyone arrives prepared

The agenda goes out with item types, time per item and pre-reads, built for the executive by an assistant with delegate access. Leaders arrive knowing which items need a decision.
In Decisions
- Agenda builder
- Item types
- Pre-reads
- Delegate access
During

The decision gets written in the room

The Teams side panel keeps the agenda and item timer in view. The decision is written and marked final in the room, with a vote when the team needs one.
In Decisions
- Teams side panel
- Item timer
- Voting
- Decision capture
After

Outcomes become owned work

The decision lands in the decision log with its status and origin. Actions go to Microsoft Planner with owner and date, and optional AI drafts the recap for review.
In Decisions
- Decision log
- Planner and To Do sync
- AI recap, optional
Between

Progress comes back by itself

Open decisions and tasks from past meetings sit at the top of the next agenda and update as the work completes, so the leadership team opens on follow-through.
In Decisions
- Decisions and tasks tiles
- Advanced reporting

For the executive

You don't need another report. You need to know the decision from three weeks ago is moving.

In Decisions

When the team decides, structured approvals record who decided and who delivers. From then on, advanced reporting shows that decision, and each team's follow-through on it, in one read-only view of every team you're authorized to see.

Outcome

You see every decision, and how it moves across the organization, from one place.
For managers

Your meeting sits between the one above you and the teams below, and you carry both directions.

In Decisions

Decisions from above arrive on your agenda with their item and materials attached, so you know exactly what was decided and why. The topics your team raises reach the right forum. The actions you agree land in the Microsoft Planner board your people already use, and a standing agenda makes Monday prep minutes, not an evening.

Outcome

You know what's decided and what to focus on, and your team can act on it right away.
For the EA or Chief of Staff

You run the meeting for calendars you don't own.

In Decisions

Delegate access lets you build and publish someone else's agenda from your own login. Draft mode and per-item guest presenters give you control of who sees what, and when. Templates carry the agenda and the minutes format from one meeting to the next, and each update you make lands in the one record everyone reads.

Outcome

One login, one template, one record for every meeting you run.

Give every agenda item an expected outcome.

An agenda with nothing marked for decision won't produce one. In Decisions, mark each item for information, discussion or decision.
Put pre-reads on the agenda item they inform.

Files stay paired with their item wherever it's opened or presented, so they get read before the meeting and found after it.
Set a time for every agenda item.

The agenda and its time tracker sit beside the call in the Teams meeting window, so every topic gets the time you set aside for it and nothing gets squeezed out.
Record the decision while everyone is still in the room.

Written up days later, a decision can get lost or drift. Captured in the room, it enters the decision log as agreed, traceable to its meeting and context.
Every action item leaves the meeting with an owner and a date.

An owner makes someone accountable, a date sets when. Both are captured as the action is created and sync to Planner and To Do.
Open the next meeting with what moved.

Results compound when meetings connect. Open decisions and actions stay in view at the top of the next agenda, and unfinished topics carry over easily, so follow-through is built in.

Your tenant, your data

Your agendas, minutes and decisions stay in your own Microsoft 365 tenant, in SharePoint and OneDrive under the permissions you set there. Decisions holds references, never the content.
Nothing joins the call

Decisions uses Microsoft Teams’ own transcription.
AI on your terms

AI stays off until a tenant administrator turns it on, and prompts and outputs aren’t kept.
Attachments you control

Sensitive attachments on a Decisions agenda item can be restricted to named attendees.

See security and data handling in the Trust Center →

What is leadership meeting management?

Leadership meeting management runs the recurring executive meeting as one process: a structured agenda with pre-reads, facilitation, decisions recorded against their agenda items, actions assigned to owners with dates, and follow-up carried into the next meeting. Buyers often search for it as leadership meeting software. What they need covers the whole run of meetings, not a single one.

What should we look for in leadership meeting software?

Look for four things. The software runs inside the Teams meeting itself, so nobody switches tools. Confidential agendas and minutes stay inside your tenant. Every decision and action is recorded where someone can search for it a year later. And progress is visible without anyone chasing it.

How do we deploy Decisions, and is admin consent required?

Add Decisions from the Microsoft Teams store, or have your administrator deploy it centrally from the Microsoft 365 admin center. Depending on your tenant’s policies, an administrator may need to approve the app before your team can use it. Nothing is installed on devices.

Do we have to use the AI features?

No. AI is built in and always optional, and only a tenant administrator can enable it. Agendas, minutes, the decision log, and action tracking all work without it.

Does Decisions replace Microsoft Copilot or an AI notetaker?

No. Decisions manages the whole meeting process: the agenda, the decision log, minutes, and owned actions in Microsoft Planner. Notetakers capture what was said. Copilot works across Microsoft 365. Decisions works alongside both, using the transcription Teams itself produces.

What is the difference between a leadership meeting and a board meeting?

A leadership meeting is an internal, recurring meeting where executives and managers align on priorities and make operational and strategic decisions. A board meeting is a formal governance meeting with statutory requirements, recorded votes, and approved minutes. Decisions supports both; see board and committee meetings.

Where is our leadership meeting content stored?

In your organization’s Microsoft 365 tenant. Agendas, attachments, minutes, decision records, and actions live in that tenant’s SharePoint and OneDrive, subject to the permissions set there. Decisions’ Azure services hold references to that content, not the content itself. When you use Decisions AI, the selected content is processed through Decisions’ Azure infrastructure and Azure OpenAI. That processing is stateless: prompts and completions aren’t retained, customer data isn’t used to train models, and the resulting content is written back to your Microsoft 365 environment.

Can an assistant manage the agenda for an executive?

Yes. Delegate access lets an executive assistant or Chief of Staff build, edit and publish the agenda from their own login, then prepare the minutes afterward. The meeting stays on the executive’s calendar and the record stays in your Microsoft 365 tenant.

What does Decisions cost?

Decisions is free to start, and paid plans add capabilities for larger teams and governance needs. Current plan details are on the pricing page.

Leadership meetings that end in decisions, actions and results

What your leadership team decides gets done and stays visible

A clear decision

An owned action

Visible progress

Every leadership meeting starts where the last one finished

Everyone arrives prepared

The decision gets written in the room

Outcomes become owned work

Progress comes back by itself

Decisions is built for the people who run the leadership meeting

For the executive

For managers

For the EA or Chief of Staff

How do you run a leadership meeting that ends in decisions?

Give every agenda item an expected outcome.

Put pre-reads on the agenda item they inform.

Set a time for every agenda item.

Record the decision while everyone is still in the room.

Every action item leaves the meeting with an owner and a date.

Open the next meeting with what moved.

Security and control for confidential leadership meetings

Your tenant, your data

Nothing joins the call

AI on your terms

Attachments you control

Leadership meeting management: frequently asked questions

Give your next leadership meeting a clear outcome