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
- Guides for Leadership Teams
- Guides for Boards and Committees
- Guides for Project Managers
- Guides for Product Developers
- Guides for Remote Teams
A Framework for Successful Project RetrospectivesElise Keith - How to Run a Project Retrospective
This meeting agenda template 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... [ more ] |
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Discovery with a GroupIngrid Bens - How to Run a Discovery Meeting
This meeting agenda template provides an excellent format for a consultant’s first meeting with a new client group, helping consultants better understand the organizations they serve.... [ more ] |
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Project Status Update MeetingElise Keith - How to Run a Project Status Meeting
This meeting agenda template follows a standard format common in organizations with a well-developed Project Management Office.
Most commonly scheduled as a weekly or bi-monthly... [ more ] |
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The Essential Project Kickoff MeetingElise Keith - How to Run a Project Kickoff Meeting
This is the meeting agenda 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... [ more ] |
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Urgent Problem Solving MeetingElise Keith - How to Run a Problem Solving Meeting
This meeting agenda template helps a team find short-term tactical solutions to an urgent problem. The conversation includes time to gain a shared understanding of the problem,... [ more ] |
A Process for Accessing the Wisdom of Your GroupPaul Axtell - How to Seek Group Input
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 ] |
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A Protocol for Clearing Questions and Handling ComplaintsPaul Axtell - How to Handle Complaints and Questions
Surfacing and working through questions and complaints is key to growing and sustaining a great organization (or personal relationship). While clearing questions and dealing... [ more ] |
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Daily Leadership HuddleElise Keith - How to Run a Daily Leadership Huddle
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... [ more ] |
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Defining Decision-Making CriteriaBeatrice Briggs - How to Establish Decision-Making Criteria with a Group
This meeting agenda template helps teams clarify the scope of an upcoming decision, the information they'll need to gather about each option they consider, and... [ more ] |
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Gathering Productive Feedback to Build Alignment on a Proposal or PlanRichard Lent, Ph.D. - How to Run a Feedback Meeting
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... [ more ] |
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Leading a Sensitive ConversationDr. Patricia Thompson - How to Run a Meeting About Sensitive Topics
Use the helpful strategies in this meeting agenda template to facilitate group discussions about sensitive topics. While the techniques outlined can help to create more... [ more ] |
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Making a Decision by ConsensusRichard Lent, Ph.D. - How to Run a Decision-Making Meeting
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... [ more ] |
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Monthly + Anytime Decision MakingElise Keith - How to Run a Decision-Making Meeting
This meeting agenda template explains how to prepare for and run a solid decision making meeting. This straightforward process walks your team through the critical decision making... [ more ] |
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New Leader Introduction: Designing the Relationship with Your GroupPaul Axtell - How to Run a New Leader Introduction Meeting
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... [ more ] |
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One-on-One: 30-60-90 MeetingPaul Axtell - How to Run a One-on-One Meeting
This meeting agenda 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,... [ more ] |
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One-on-One: Standard Checking-In MeetingPaul Axtell - How to Run a One-on-One Meeting
This meeting agenda 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,... [ more ] |
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Reaching Alignment with Your TeamPaul Axtell - How to Run a Team Alignment Meeting
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... [ more ] |
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Reaching Decisions by Consent and CompromiseRichard Lent, Ph.D. - How to Run a Decision-Making Meeting
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... [ more ] |
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Using the Group to Consult to the Final Decision MakerRichard Lent, Ph.D. - How to Run a Decision-Making Meeting
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... [ more ] |
Agile Standup MeetingElise Keith - How to Run an Agile Standup Meeting
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... [ more ] |
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Cross-Functional Weekly UpdateElise Keith - How to Run a Weekly Update Meeting
This is the meeting agenda 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 agenda... [ more ] |
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Kaizen EventDan Prock - How to Run a Kaizen Event
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,... [ more ] |
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Progress, Plans, & ProblemsElise Keith - How to Run a Weekly Update Meeting
Inspired by the written report format put together by the fine folks at Weekdone, this meeting agenda template adapts the PPP status report into a status meeting where people can... [ more ] |
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Value Stream Mapping WorkshopDan Prock - How to Run a Value Steam Mapping
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... [ more ] |
Cross-Functional Weekly UpdateElise Keith - How to Run a Weekly Update Meeting
This is the meeting agenda 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 agenda... [ more ] |
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Daily Leadership HuddleElise Keith - How to Run a Daily Leadership Huddle
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... [ more ] |
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Defining Decision-Making CriteriaBeatrice Briggs - How to Establish Decision-Making Criteria with a Group
This meeting agenda template helps teams clarify the scope of an upcoming decision, the information they'll need to gather about each option they consider, and... [ more ] |
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Getting Clarity on Decision Making by Creating a Decision MatrixTammy Adams Spann - How to Create a Decision-Making Guide
This process helps you and your team get clear on how key decisions will be made in the organization. At the end of the meeting, you will have a documented Decision Matrix... [ more ] |
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Monthly + Anytime Decision MakingElise Keith - How to Run a Decision-Making Meeting
This meeting agenda template explains how to prepare for and run a solid decision making meeting. This straightforward process walks your team through the critical decision making... [ more ] |
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Quarterly Strategic RefreshElise Keith - How to Run a Strategic Plan Refresh Meeting
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... [ more ] |
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Strategic Plan RefresherPaul Axtell - All strategic plans become outdated quickly, but that doesn’t necessarily mean you need to start over.
This relatively short meeting agenda template will help your team identify important changes in your... [ more ] |
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Strategic Planning 1 of 5: Vision Setting MeetingAnna O'Byrne - How to Run a Strategic Planning Meeting
This meeting agenda template is part of a strategic planning process designed specifically for use with remote participants. This process walks remote teams through creation of... [ more ] |
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Strategic Planning 2 of 5: Mission Setting MeetingAnna O'Byrne - How to Run a Strategic Planning Meeting
This meeting agenda template is part of a strategic planning process designed specifically for use with remote participants. This process walks remote teams through creation of... [ more ] |
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Strategic Planning 3 of 5: Defining Organizational ValuesAnna O'Byrne - How to Run a Strategic Planning Meeting
This meeting agenda template is part of a strategic planning process designed specifically for use with remote participants. This process walks remote teams through creation of... [ more ] |
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Strategic Planning 4 of 5: Goal Setting MeetingAnna O'Byrne - How to Run a Strategic Planning Meeting
This meeting agenda template is part of a strategic planning process designed specifically for use with remote participants. This process walks remote teams through creation of... [ more ] |
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Strategic Planning 5 of 5: Setting StrategiesAnna O'Byrne - How to Run a Strategic Planning Meeting
This meeting agenda template is part of a strategic planning process designed specifically for use with remote participants. This process walks remote teams through creation of... [ more ] |
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The Complete Toolkit for Strategic Planning with Remote TeamsAnna O'Byrne - How to Run a Strategic Planning Meeting
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... [ more ] |
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Weekly Leadership Team MeetingElise Keith - How to Run a Leadership Team Meeting
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... [ more ] |
Formal Board MeetingElise Keith - How to Run a Board Meeting
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... [ more ] |
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Roberts Rules of Order Standard Order of BusinessElise Keith - How to Run a Board Meeting
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... [ more ] |
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Simple Board MeetingElise Keith - How to Run a Board Meeting
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... [ more ] |
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Startup Board MeetingElise Keith - How to Run a Board Meeting
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... [ more ] |
Latte and LearnPilar Orti - How to Run a Retrospective Meeting
This is a meeting agenda template for "Latte and Learn." Latte and Learn sessions help team members to learn together by reflecting on a recent experience as they share it with... [ more ] |
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Remote Team Check-InElise Keith - How to Run a Remote Team Check-In Meeting
This meeting agenda 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... [ more ] |
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Remote Team Working AgreementLisette Sutherland - How to Create a Team Working Agreement
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... [ more ] |
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The Complete Toolkit for Strategic Planning with Remote TeamsAnna O'Byrne - How to Run a Strategic Planning Meeting
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... [ more ] |
Pre-Meeting Interviews Before a Mediation or Conflict ResolutionTree Bressen - How to Run a Mediation Preparation Meeting
This template guides users through a pre-meeting interview in preparation for a conflict resolution session of 2-6 participants (+ facilitator). The latter session may be... [ more ] |