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Free Guides and Templates

The following guides and templates are free to download and use! You will also find all of these templates pre-configured and ready to use in the Lucid Meetings software platform.

Contents


Guides for Managers

How to Access the Wisdom of Your Group

Paul Axtell - A free meeting agenda template for getting your group’s thinking on a problem or situation. MS Word and online formats. Includes a 9-page detailed instruction guide.

How to Establish Decision-Making Criteria with a Group

Beatrice Briggs - 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.

How to Handle Complaints and Questions

Paul Axtell - A free meeting agenda template that creates a safe and productive way to surface concerns of a team. MS Word and online formats. Includes a 13-page detailed instruction guide.

How to Lead a Sensitive Conversation

Dr. Patricia Thompson - A free meeting agenda template for setting mindfulness-based guidelines for a sensitive discussion. Includes a 16-page detailed instruction guide.

How to Run a Daily Leadership Huddle

Elise Keith - 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.

How to Run a Decision-Making Meeting (Anytime)

Elise Keith - A free meeting agenda template used to understand, evaluate and decide how to tackle an important decision. Includes a 21-page detailed instruction guide.

How to Run a Decision-Making Meeting (Consensus)

Richard Lent, Ph.D. - A free meeting agenda template for developing a decision everyone can support. MS Word and online formats. Includes a 25-page detailed instruction guide.

How to Run a Decision-Making Meeting (Consent and Compromise)

Richard Lent, Ph.D. - A free meeting agenda template for making a decision to which all explicitly consent. MS Word and online formats. Includes a 25-page detailed instruction guide.

How to Run a Decision-Making Meeting (Group Consultation)

Richard Lent, Ph.D. - A free meeting agenda template for making a decision that respects input & ideas of others. MS Word and online formats. Includes a 25-page detailed instruction guide.

How to Run a Mediation Preparation Meeting

Tree Bressen - A free pre-meeting interview template for uncovering key issues before a conflict resolution session. Includes a 14-page detailed instruction guide.

How to Run a New Leader Introduction Meeting

Paul Axtell - A free meeting agenda template for designing the relationship with your new group or team. MS Word and online formats. Includes a 16-page detailed instruction guide.

How to Run a One-on-One Meeting (30-60-90 Focus Plan)

Paul Axtell - A free meeting agenda template for getting clarity on the focus for the next 30, 60, & 90 days. Includes a 7-page detailed instruction guide.

How to Run a One-on-One Meeting (Standard Check-In)

Paul Axtell - A free meeting agenda template for checking in with your manager. Includes a 7-page detailed instruction guide.

How to Run a Proposal Feedback Meeting

Richard Lent, Ph.D. - A free meeting agenda template for building alignment around a proposal or plan. MS Word and online formats. Includes an 11-page detailed instruction guide.

How to Run a Team Alignment Meeting

Paul Axtell - A free meeting agenda template for getting your group on board with a new idea. MS Word and online formats. Includes a 9-page detailed instruction guide.
Guides for Leadership Teams

How to Create a Group Decision-Making Matrix

Tammy Adams Spann - A free meeting agenda template for creating clarity about your team's decision making process. Includes a 20-page detailed instruction guide.

How to Establish Decision-Making Criteria with a Group

Beatrice Briggs - 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.

How to Refresh Your Strategic Plan

Paul Axtell - A free meeting agenda template to examine and refresh your strategic plan. Includes a 10-page detailed instruction guide.

How to Run a Cross-Functional Weekly Update Meeting

Elise Keith - 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.

How to Run a Daily Leadership Huddle

Elise Keith - 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.

How to Run a Decision-Making Meeting (Anytime)

Elise Keith - A free meeting agenda template used to understand, evaluate and decide how to tackle an important decision. Includes a 21-page detailed instruction guide.

How to Run a Strategic Plan Quarterly Refresh Meeting

Elise Keith - A free meeting agenda template for reviewing and refreshing your strategic plan. Includes a 22-page detailed instruction guide.

How to Run a Strategic Planning Meeting (Goal Setting)

Anna O'Byrne - A free meeting agenda template for outlining your company Strategic Goals. MS Word and online formats. Includes a 35-page detailed instruction guide.

How to Run a Strategic Planning Meeting (Mission Setting)

Anna O'Byrne - A free meeting agenda template for drafting a company Mission Statement. MS Word and online formats. Includes a 35-page detailed instruction guide.

How to Run a Strategic Planning Meeting (Organizational Values)

Anna O'Byrne - 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.

How to Run a Strategic Planning Meeting (Strategy Definition)

Anna O'Byrne - 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.

How to Run a Strategic Planning Meeting (Vision Setting)

Anna O'Byrne - A free meeting agenda template for creating your company Vision statement. MS Word and online formats. Includes a 35-page detailed instruction guide.

How to Run a Weekly Leadership Team Meeting

Elise Keith - A free meeting agenda template for sharing information, driving accountability and resolving leadership team challenges. Includes an 18-page detailed instruction guide.

The Complete Toolkit for Strategic Planning with Remote Teams

Anna O'Byrne - 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.
Guides for Remote Teams

How to Create a Team Working Agreement

Lisette Sutherland - A free meeting agenda template for creating a shared set of work expectations with your remote team. MS Word and online formats. Includes a 9-page detailed instruction guide.

How to Run a Latte and Learn Reflection Meeting

Pilar Orti - A free meeting agenda template for helping team members reflect and learn from recent experience. Includes a 11-page detailed instruction guide.

How to Run a Remote Team Check-In Meeting

Elise Keith - A free meeting agenda template for remote team check-in, focused on asking questions instead of reading updates. MS Word and online formats. Includes an 8-page detailed instruction guide.

The Complete Toolkit for Strategic Planning with Remote Teams

Anna O'Byrne - 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.
Guides for Boards and Committees

How to Run a Board Meeting Using Robert's Rules

Elise Keith - A free meeting agenda template inspired by Roberts Rules of Order (11th ed.). MS Word and online formats. Includes a 19-page detailed instruction guide.

How to Run a Formal Board Meeting

Elise Keith - A free meeting agenda template for structured board meetings that put important decisions first. MS Word and online formats. Includes a 19-page detailed instruction guide.

How to Run a Simple Board Meeting

Elise Keith - A free meeting agenda template for running a simple and efficient Board meeting. MS Word and online formats. Includes a 19-page detailed instruction guide.

How to Run a Startup Board Meeting

Elise Keith - A free meeting agenda template for running Board meetings with early-stage startups and investors. MS Word and online formats. Includes a 19-page detailed instruction guide.
Guides for Product Developers

How to Run a Cross-Functional Weekly Update Meeting

Elise Keith - 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.

How to Run a Kaizen Event

Dan Prock - A free meeting agenda template for recognizing and eliminate waste in a process. Includes a 19-page detailed instruction guide.

How to Run a Value Stream Mapping Workshop

Dan Prock - A free meeting agenda template for visualizing and improving a process by using a Value Stream map. Includes a 24-page detailed instruction guide.

How to Run a Weekly Update Meeting

Elise Keith - A free meeting agenda template for providing business updates to investors and stakeholders. MS Word and online formats. Includes an 8-page detailed instruction guide.

How to Run an Agile Standup Meeting

Elise Keith - A free meeting agenda template for running your daily Agile standup online. MS Word and online formats. Includes a 9-page detailed instruction guide.
Guides for Project Managers

How to Run a Discovery Meeting

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

How to Run a Project Kickoff Meeting

Elise Keith - A free meeting agenda template used to align the team when a new project is started. MS Word and online formats. Includes a 12-page detailed instruction guide.

How to Run a Project Status Update Meeting

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

How to Run a Successful Project Retrospective

Elise Keith - A free meeting agenda template for running a successful project retrospective. MS Word and online formats. Includes a 16-page detailed instruction guide.

How to Run an Urgent Problem Solving Meeting

Elise Keith - 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.