From what they could tell, the management team at iWMS was having productive and engaging meetings, and all seemed to be running quite smoothly. But while meetings seemed productive, Richard felt that they might be missing some of the action items that were assigned to them, because everyone had their own version of the notes from each meeting.
Leadership Teams
Plan meetings better, use the time well, establish a meeting cadence and help your team focus on putting your strategic priorities into action. Eliminate all the wasted time spent on rambling discussions, juggling documents, mucking through email, and chasing commitments down afterwards.
Lucid provides the strategic planning templates, structure, and automation support you need to ensure your regular leadership meetings stay on target and effective. We help you:
- Ensure strategic alignment
- Drive progress on goals
- Identify and solve issues fast
- Customize the strategic plan templates to align with your process
“No action, activity or process is more central to creating a healthy organization than the meeting. Meetings provide the forum for values to be established, discussed and lived, and a place where decisions around strategy and tactics are made and reviewed.”
Patrick Leoncini, The Table Group
What makes Lucid great for Leadership teams?
Based on Best Practices
Our templates include carefully designed agendas and detailed how-to guides based from leading business management experts.
Low Overhead
Every regular meeting comes with the agenda ready to go. Action items automatically roll forward between meetings for review, and one-click meeting follow up means even people who missed the meeting stay in-the-know.
Easily Adaptable
Manage quick discussions to multi-day strategic planning sessions. Review documents in context, track decisions, get feedback, see past meetings, and more.
The Meeting Agenda Templates
Every time you set up a meeting, you start with a meeting template. Build your own or start with one of these templates from the Lucid Meetings Template Gallery.
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A free meeting agenda template for creating clarity about your team's decision making process. Includes a 20-page detailed instruction guide. — Tammy Adams Spann
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A free meeting agenda template for establishing decision-making criteria as a team. Includes a 19-page Facilitator's Guide with tips, step-by-step instructions, & resources. — Beatrice Briggs
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A free meeting agenda template to examine and refresh your strategic plan. Includes a 10-page detailed instruction guide. — Paul Axtell
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A free meeting agenda template for bringing together different team leads to share updates. MS Word and online formats. Includes a 10-page detailed instruction guide. — Elise Keith
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A free meeting agenda template for running your team's daily huddle in just 10 to 15 minutes. Includes a 7-page detailed instruction guide. — Elise Keith
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A free meeting agenda template used to understand, evaluate and decide how to tackle an important decision. Includes a 21-page detailed instruction guide. — Elise Keith
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A free guide for running a near-term planning meeting during times of crisis. Teams use this meeting to create new near term plans when a rapidly emerging situation means your existing plans won’t work. — Elise Keith
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A free guide for running your strategic pivot meeting during times of intense change or opportunity. Use this meeting to create new near-term strategy when a big change in the market means your existing strategy won’t work. — Elise Keith
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A free meeting agenda template for reviewing and refreshing your strategic plan. Includes a 22-page detailed instruction guide. — Elise Keith
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A free meeting agenda template for outlining your company Strategic Goals. MS Word and online formats. Includes a 35-page detailed instruction guide. — Anna O'Byrne
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A free meeting agenda template for drafting a company Mission Statement. MS Word and online formats. Includes a 35-page detailed instruction guide. — Anna O'Byrne
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A free meeting agenda template for capturing the Values that underly your company strategy. MS Word and online formats. Includes a 35-page detailed instruction guide. — Anna O'Byrne
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A free meeting agenda template for defining your strategies for achieving company goals. MS Word and online formats. Includes a 35-page detailed instruction guide. — Anna O'Byrne
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A free meeting agenda template for creating your company Vision statement. MS Word and online formats. Includes a 35-page detailed instruction guide. — Anna O'Byrne
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A free guide for running a team check-in and report-out meeting during times of crisis. Teams use this meeting during times of rapid change. — Elise Keith
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A free meeting agenda template for sharing information, driving accountability and resolving leadership team challenges. Includes an 18-page detailed instruction guide. — Elise Keith
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A free guide for running your all-hands meeting during times of crisis. The all-hands situation update meeting is used by leadership to keep the entire organization informed and aligned during times of rapid change or crisis. — Elise Keith
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A bundle of 5 free meeting agenda templates for strategic planning with remote teams. MS Word and online formats. Includes a 35-page detailed instruction guide. — Anna O'Byrne
Case Studies
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Cathy and her team use the Lucid Meetings’ agenda to contribute ideas for upcoming meetings, action items to keep everyone on task, and the meeting scheduler to initiate a meeting with potential clients in a professional way.
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Lucid helps Leverage model effective meeting management and efficiently take on a client’s blocking and tackling activities. This redefines their clients’ workload, giving them back 10-30% of their workday.
Featured Customers
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