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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 Near-Term Planning Meeting

Elise Keith - A free guide for running a near-term planning meeting during times of crisis. Teams use this meeting to create new near term plans when a rapidly emerging situation means your existing plans won’t work.

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.

How to run a Team Check-In and Report-Out Meeting

Elise Keith - A free guide for running a team check-in and report-out meeting during times of crisis. Teams use this meeting during times of rapid change.

How to Run High Performance One-on-Ones

Elise Keith - A free guide for running high performance one-on-one meetings during times of crisis. One-on-one meetings provide personalized support, develop relationships, and ensure mutual accountability between two people.
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 Near-Term Planning Meeting

Elise Keith - A free guide for running a near-term planning meeting during times of crisis. Teams use this meeting to create new near term plans when a rapidly emerging situation means your existing plans won’t work.

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 Team Check-In and Report-Out Meeting

Elise Keith - A free guide for running a team check-in and report-out meeting during times of crisis. Teams use this meeting during times of rapid change.

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.

How to Run an All-Hands Situation Update Meeting

Elise Keith - A free guide for running your all-hands meeting during times of crisis. The all-hands situation update meeting is used by leadership to keep the entire organization informed and aligned during times of rapid change or crisis.

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.