What is a Planning Meeting?

Elise Keith (2021). The teams that operate in uncertain conditions never know what they'll face when they show up to work. Firefighters, athletes, investigators: they can't plan what will happen each day. Instead, they develop skills for performing in a variety of situations, tools for assessing the situation they find themselves in, and then respond with their best guess at what they believe will work in the moment.

Elise Keith (2019). At Lucid Meetings, our mission is to make it easy for teams to run successful meetings every day. Teaching teams the skills they need to run successful meetings seems like an obvious way for us to fulfill this mission, which is why we've now opened our first courses to students. We opened Meeting School now because, after over a decade of research and work with high-performing organizations, we know what works.

Tammy Adams Spann (2018). Have you ever given your opinion and had it implemented as a decision? Worse yet, have you made a decision only to have it overridden by someone higher up the food chain?

Richard Lent, Ph.D. (2016). As a leader, you can choose to make your meetings more effective by understanding how to structure them and when to hold them to accomplish real work together. Effective meeting structure is the key.

Elise Keith (2015). The surprise for us was how well this process works for small businesses, regardless of whether they work remotely or all at one location. The Toolkit provides a do-it-yourself guide to planning that a busy small business can use to quickly create a usable plan.

Anna O'Byrne (2015). During the strategic goal-setting meeting, teams work to agree on typically three to five goals. To land on strong strategic goals, you need to spend time looking at the landscape in which you operate. You may even need to gather data.

Elise Keith (2015). When an organization’s values appear as guiding principles, a code of conduct, or a culture code that explains how the organization intends to operate in accordance with those values, a values statement makes a promise.

Anna O'Byrne (2015). Imagine a product design department sitting down to brainstorm new features. Now, imagine they come to a head; there are differing points of view. What should they do? Well, if they’re acting strategically, they refer back to their strategic plan...

Elise Keith (2015). With this process, you’re aiming for a strategic plan that’s rooted in a clear understanding of your current situation, and that lays out a framework for moving forward that your whole team understands and embraces.

Elise Keith (2015). The process outlined in this series helps the group create a plan that accurately reflects where they are and a view of where they’re going together. While having a plan is super useful, you may find the process of creating that shared understanding together to be equally as valuable.