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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.

Project Managers

A Framework for Successful Project Retrospectives

Elise Keith - This meeting framework helps teams learn from project successes and failures together, and commit to change based on what they learned. Use this template as a starting place when designing your next... [ more ]

Discovery with a Group

Ingrid Bens - This template provides an excellent format for a consultant’s first meeting with a new client group, helping consultants better understand the organizations they serve. The process outlined here... [ more ]

Project Status Update Meeting

Elise Keith - This template follows a standard format common in organizations with a well developed Project Management Office. Most commonly scheduled as a weekly or bi-monthly meeting, this format is best suited... [ more ]

The Essential Project Kickoff Meeting

Elise Keith - This is the template the team at Lucid Meetings uses to run kickoffs for smaller projects. It covers all the basics, and gets everyone involved to create a strong mutual commitment to the project's... [ more ]

Urgent Problem Solving Meeting

Elise Keith - This meeting design helps a team find short-term tactical solutions to an urgent problem. The conversation includes time to gain a shared understanding of the problem, but focuses primarily on... [ more ]
Managers

A Process for Accessing the Wisdom of Your Group

Paul Axtell - Seeking input from colleagues is different from the typical approach to group problem solving. Problem solving is a back-and-forth conversation. Seeking input from colleagues is a reflective... [ more ]

A Protocol for Clearing Questions and Handling Complaints

Paul Axtell - Surfacing and working through questions and complaints is key to growing and sustaining a great organization (or personal relationship). While clearing questions and dealing with complaints are two... [ more ]

Daily Leadership Huddle

Elise Keith - The Daily Huddle keeps management teams coordinated, focused, accountable and efficient. Lasting just 10 to 15 minutes, a Daily Huddles ensures everyone knows what’s going on each day. The Huddle... [ more ]

Gathering Productive Feedback to Build Alignment on a Proposal or Plan

Richard Lent, Ph.D. - Gather productive feedback and build alignment on a new proposal or plan using this simple meeting structure. After presenting the proposal, you’ll lead the discussion using three feedback questions... [ more ]

Leading a Sensitive Conversation

Dr. Patricia Thompson - Use the helpful strategies in this template to facilitate group discussions about sensitive topics. While the techniques outlined can help to create more open dialogue in any meeting, they will be... [ more ]

Making a Decision by Consensus

Richard Lent, Ph.D. - True consensus is something we value for its ability to unite a group around a particular decision. Too often, however, all we achieve is false consensus in which participants don’t share their... [ more ]

Monthly + Anytime Decision Making

Elise Keith - This template explains how to prepare for and run a solid decision making meeting. This straightforward process walks your team through the critical decision making steps. It doesn’t rely on any... [ more ]

New Leader Introduction: Designing the Relationship with Your Group

Paul Axtell - Establishing a relationship with your new group or team is simple, common sense, and straight forward. In many organizations, it’s a missing piece in the puzzle called working together. The... [ more ]

One-on-One: 30-60-90 Meeting

Paul Axtell - This template is one of two one-on-ones designed by Paul Axtell. One-on-one sessions can truly be a back- and-forth, give-and-take discussion that leads to transparency, clarity, and progress. The... [ more ]

One-on-One: Standard Checking-In Meeting

Paul Axtell - This template is one of two one-on-ones designed by Paul Axtell. One-on-one sessions can truly be a back- and-forth, give-and-take discussion that leads to transparency, clarity, and progress. The... [ more ]

Reaching Alignment with Your Team

Paul Axtell - Leaders seek alignment when defining goals, making decisions, or formulating strategic plans. When it’s important to have everyone in the group on board with the outcome, working through this series... [ more ]

Reaching Decisions by Consent and Compromise

Richard Lent, Ph.D. - An effective meeting should build alignment and commitment to any decisions. Different approaches to reaching decisions can be more/less useful in building commitment. And different approaches... [ more ]

Using the Group to Consult to the Final Decision Maker

Richard Lent, Ph.D. - Here you ask for the group’s input to shape a decision you are about to make. You propose a decision and gather the group’s reactions. This is an effective approach when you want to test some draft... [ more ]
Product Developers

Agile Standup Meeting

Elise Keith - Fast, structured, and to-the-point, the agile stand-up is meant to keep a team fully in-synch on fast moving projects. As you might guess from the name, the "stand-up" was originally designed for... [ more ]

Cross-Functional Weekly Update

Elise Keith - This is the template the team at Lucid Meetings uses to run our weekly meetings. Needless to say, we think this format works pretty darn well. This meeting template brings together leaders from... [ more ]

Kaizen Event

Dan Prock - A kaizen event, also known as a kaizen blitz or lean event, is a 4-hour to multiple-day working session aimed to remove process “wastes”. Wastes include over-production, over-processing, lost time,... [ more ]

Progress, Plans, & Problems

Elise Keith - Inspired by the written report format put together by the fine folks at Weekdone, this template adapts the PPP status report into a status meeting where people can discuss the information they share... [ more ]

Value Stream Mapping Workshop

Dan Prock - A value stream map makes it easy to visualize the process used to get value to the customer. Functional teams visualize their group’s work and information flow so that everyone is able to see,... [ more ]
Leadership Teams

Cross-Functional Weekly Update

Elise Keith - This is the template the team at Lucid Meetings uses to run our weekly meetings. Needless to say, we think this format works pretty darn well. This meeting template brings together leaders from... [ more ]

Daily Leadership Huddle

Elise Keith - The Daily Huddle keeps management teams coordinated, focused, accountable and efficient. Lasting just 10 to 15 minutes, a Daily Huddles ensures everyone knows what’s going on each day. The Huddle... [ more ]

Monthly + Anytime Decision Making

Elise Keith - This template explains how to prepare for and run a solid decision making meeting. This straightforward process walks your team through the critical decision making steps. It doesn’t rely on any... [ more ]

Quarterly Strategic Refresh

Elise Keith - During this meeting, teams review their strategic progress and establish targets for the next 90 days. Part retrospective, part working session, and part time-out, running a Quarterly Refresh makes... [ more ]

Strategic Plan Refresher

Paul Axtell - All strategic plans become outdated quickly, but that doesn’t necessarily mean you need to start over. This relatively short meeting will help your team identify important changes in your... [ more ]

Strategic Planning 1 of 5: Vision Setting Meeting

Anna O'Byrne - This template is part of a strategic planning process designed specifically for use with remote participants. This process walks remote teams through creation of the core elements of a strategic plan... [ more ]

Strategic Planning 2 of 5: Mission Setting Meeting

Anna O'Byrne - This template is part of a strategic planning process designed specifically for use with remote participants. This process walks remote teams through creation of the core elements of a strategic plan... [ more ]

Strategic Planning 3 of 5: Defining Organizational Values

Anna O'Byrne - This template is part of a strategic planning process designed specifically for use with remote participants. This process walks remote teams through creation of the core elements of a strategic plan... [ more ]

Strategic Planning 4 of 5: Goal Setting Meeting

Anna O'Byrne - This template is part of a strategic planning process designed specifically for use with remote participants. This process walks remote teams through creation of the core elements of a strategic plan... [ more ]

Strategic Planning 5 of 5: Setting Strategies

Anna O'Byrne - This template is part of a strategic planning process designed specifically for use with remote participants. This process walks remote teams through creation of the core elements of a strategic plan... [ more ]

The Complete Toolkit for Strategic Planning with Remote Teams

Anna O'Byrne - A strategic plan is a formal map that explains how your company will execute a chosen strategy. The plan should spell out where an organization is going over the next year or more and how it’s... [ more ]

Weekly Leadership Team Meeting

Elise Keith - Held at the same time and day each week, teams use this meeting to drive accountability and resolve issues impeding progress. This is an action-oriented working meeting rather than a reporting and... [ more ]
Board and Committees

Formal Board Meeting

Elise Keith - Boards have many responsibilities and must abide by certain rules and formalities, but there is no one set way to run a board meeting. For every board meeting, the directors must still determine what... [ more ]

Roberts Rules of Order Standard Order of Business

Elise Keith - Love, hate, hubris, and anxiety - Robert's Rules inspires strong feelings and opinions in those who have come to know them. Regardless of how anyone might feel about Robert's Rules, we still see this... [ more ]

Simple Board Meeting

Elise Keith - Boards have many responsibilities and must abide by certain rules and formalities, but there is no one set way to run a board meeting. For every board meeting, the directors must still determine what... [ more ]

Startup Board Meeting

Elise Keith - Boards have many responsibilities and must abide by certain rules and formalities, but there is no one set way to run a board meeting. For every board meeting, the directors must still determine what... [ more ]
Remote Teams

Remote Team Check-In

Elise Keith - This template is inspired by Wade Foster's blog post about how the distributed team at Zapier keeps their work in synch and their team connected when meeting from different time zones. This template... [ more ]

Remote Team Working Agreement

Lisette Sutherland - Collaboration tools should help bring your team together and enhance the way you work. But there’s more to working remotely than just having the right collaboration tools in place. Good virtual team... [ more ]

The Complete Toolkit for Strategic Planning with Remote Teams

Anna O'Byrne - A strategic plan is a formal map that explains how your company will execute a chosen strategy. The plan should spell out where an organization is going over the next year or more and how it’s... [ more ]