Lucid Meetings Blog

Recently we hosted two online parties where we invited folks to join us in creating a big list of Tip-Top Top Tips for Smarter Meetings. The whole event was an experiment. We wondered:

• Would it work to combine all these different meeting techniques?
• How much real value could a group of random strangers create within an hour?
• Would anyone find this interesting enough to show up?

Much to my great surprise, we were joined by nearly 80 people over the two sessions. The techniques we practiced worked better the second time through, which is a testament to the value of practice. And it turns out that interested, engaged people can quickly create a lot of value when given the opportunity and structure.

How is your organization going to survive and thrive in the emerging economy?

That's the question on everyone's mind right now.

Later when we look back, it will seem so clear. Our grandchildren will shake their heads and say:

"If I was alive back then, I totally would have...."

And then the smug little darlings will fill in the blank with whatever proves to be so very obvious in hindsight. Whatever that is, it's not so obvious now.

All we have are clues. Historic events that share some of the same patterns. Bits and pieces of evidence that, if we could just summon enough inner Sherlock, we could see a perfectly correct, elementary solution.

We have a fogged-over, dirty window of opportunity. We can't see what's on the other side of this window, and we're racing towards the future at full speed.

We have no choice but to move forward into this uncertainty. We can't wait for the answers, because if we do, we'll miss the opportunity to be a part of creating those answers.

If you're a trainer, workshop facilitator, faith-community leader, event planner, or consultant, you convene groups for a living.

You've probably designed your work assuming you'll be in the same room with the group you're serving.

Now, like everyone else, you need to figure out how to deliver your services online.

You're working fast and feeling a lot of pressure to have an answer for your clients now. You also want to keep your existing contracts intact as much as possible. It was hard enough to get these sessions scheduled in the first place, so you really don't want to have that discussion again.

Unfortunately, this desire to keep the transition from in-person to virtual as simple and direct as possible is driving many experts to make some poor choices. They're also missing some big opportunities.

Here are three of the most important mistakes we see experts make when they first redesign in-person events for online delivery, and some tips about what to do instead.

How often should your team meet? We're collecting data from teams around the globe to find out! Skip to the survey to add your answers!

Research Background

This isn't a question researchers can easily answer, because the answer depends on so many factors.

When we've looked at this question in the past, we had to rely on the published advice of business consultants and process experts, most of which was designed for teams meeting as part of their business-as-usual operations.  

In our own research, we've talked with groups that meet just once per year because they must; it's mandated by law. Otherwise they wouldn't bother. We also spoke with one retired general who once had his teams run After Action Review meetings every 30 minutes during an especially intense training drill.

Finally, we know that in times of emergency, the group in charge of a coordinated emergency response will keep their communication channels open all day. Think of the war rooms you see in movies, or mission command, and you'll know what we're talking about.

These observations suggest that when you need to get people working together in a complex, rapidly evolving situation, you should meet a lot. We've recommended daily meetings at a minimum under these circumstances.

On April 1, 2020, we hosted a webinar with principals at the Mission Critical Teams Institute. We explored the communication practices business teams can learn from mission critical teams (firefighters, military, medical, and others who handle emergencies for a living) as we all work to adapt in times of rapid change.

On March 12, 2020, we sent a list of 14 resources to our newsletter. Our local government had just banned gatherings of more than 200 people, President Trump had closed the borders, and the NBA delayed their season. Like you, we're suddenly juggling a family at home, an unravelling economy, and the shock of worst-case scenario planning turned real. 

We've all experienced the power of storytelling. A great story can inspire and move us in ways that spreadsheets or presentations full of bulleted lists never will.

We are wired to learn from stories. And yet, only a few rare leaders regularly tell stories in meetings. Most leaders limit themselves to dry information sharing and opinion statements, holding to a mistaken belief that storytelling is somehow unprofessional. But unlike most reports, a good story communicates both data and meaning simultaneously, which makes stories more efficient and effective. 

This blog is full of advice for running a great meeting. Of course, teams don't run just one meeting. Teams run lots and lots of meetings.

Now, if you have oodles of spare time, you can design each and every one of your team's meetings from scratch using the advice you'll find here. No one has those oodles, however, which is why—despite the ready availability of all this super practical how-to goodness–lots of folks just make stuff up.

Other teams find a better way. They design their meetings up front, then codify these designs into a Meeting Operating System that makes it easy for them to run those meetings over and over again.

It doesn't matter what kind of team you work on or what you're trying to do - if you can't get that team to all agree and do their part, you fail.

Teamwork is the practice of agreeing on a shared goal and then dividing the work required to achieve that goal amongst the team members. To get that agreement and coordinate all that doing, you've got to communicate.

We're coming up on our 10th anniversary here at Lucid, and over all those years, we've done our fair share of failing. One of our more painful failures came about through a failure to effectively communicate.

A Meeting Flow Model is a form of process documentation that highlights the main meetings used to achieve a business result. In the previous article, I introduced the Meeting Flow Model (MFM) concept and described some of the benefits enjoyed by teams that use a defined MFM. Meeting Flow Models are super sweet.

You and your team can get these benefits too, but only after you start using an MFM and then work to refine it for your unique needs.

How do you get a useful Meeting Flow Model for your team?

By doing some Meeting Flow Modeling.

Meeting Flow Modeling is a multi-step process that takes teams several days–and often longer–to complete. In our Quickstart program, we walk teams through this process over the course of several weeks. I'm sharing this in case you think the process below looks a little complicated at first glance. Please keep in mind that this isn't something you're going to knock out in an afternoon.