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Project Managers

Successful project execution relies on regular communication to keep everyone informed, aligned and on target. Project managers know that in a fast-paced modern workplace, where things are constantly changing and stakeholders don’t always agree, effective project communication takes a lot of extra work. That’s why they love how Lucid takes care of the meeting administration details, so they can focus on knocking down roadblocks and getting things to done.

Lucid provides the templates, historical records, and automation support project managers need to ensure your project meetings stay results-focused and efficient. We help you:

  • Keep project details organized
  • Create and publish professional meeting notes
  • Keep track of commitments made in meetings

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.


Uncover the real requirements before building your project plans in this discovery meeting.

  • A free meeting agenda template for a consultant's first meeting with a new client. Includes a 9-page detailed instruction guide.Ingrid Bens

The Kickoff

Build enthusiasm and alignment for your new project with our wildly popular Essential Project Kickoff.

Project Status Update

Drive accountability and resolve bigger issues in regular project update meetings.

  • A free meeting agenda template for running status meetings with project teams. MS Word and online formats. Includes a 10-page detailed instruction guide.Elise Keith

Urgent Problem Solving Meeting

When things go sideways, project managers use this template to help the team keep their cool and find a solution quickly.

  • A free meeting agenda template for finding solutions to an urgent problem situation. MS Word and online formats. Includes a 12-page detailed instruction guide.Elise Keith

The Retrospective

Savvy project managers know the key to staying competitive is to continuously learn and improve. The retrospective does just that, and brings a satisfying closure when the project is done.

Case Studies

Featured Customers

Most of our clients have proven themselves to be successful project leaders, and know they could do so much more with just another a couple of hours in their day.

By bringing Lucid and Leverage to the table, these leaders can delegate the 10-30% of their workday otherwise spent dealing with stakeholder logistics and administrivia to us, and create the extra cycles they need.

Toby Lucich
CEO, Return Leverage