Tricia Harris

Lucid Meetings Evangelist, based in South Carolina
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Recent Posts

We Meet 5x More Than 40 Years Ago, and We Get Better Results [Infographic]

Jan 25, 2016 by Tricia Harris in meeting design (1 minute read)

Meetings in the modern workplace are about as common as visits to the coffee machine, and we all want them to be as effective as possible.

Our recent research shows that over the last 40 years, the number of meetings we're having per day has increased by 5 times - from 11 million to 55 million. Yes, every day!

Sure we're meeting more, but the best part is that we're getting better at it. The most quoted statistics say that up to 50% of meetings are a waste of time, but we've found reseach that suggests 84% of survey respondents rated face-to-face meetings as very effective or somewhat effective.

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Topics: meeting design

A Step By Step Strategy to Crush Your Next Sales Call

Dec 15, 2015 by Tricia Harris in tips & techniques (5 minute read)

Most people think online sales meetings only last for an hour or so. They join at the beginning, and an hour later it’s over.

However, these are usually the people that attend meetings, not the ones who plan them.

Great salespeople know that much more is involved in making meetings successful: they are actually a series of carefully orchestrated events over the course of a sale.

At any given time you are scheduling, planning, meeting, getting agreement on the next meeting, or following up - then repeating over and over until a sale is closed.

First Get the Meeting on Their Schedule

Find a meeting time that works for everyone. If a decision maker (of any kind) cannot attend, try not to have the meeting. If there is an influencer that wants to meet without a decision maker, you’ll need to consider that you will likely have to meet again. This person may not convey information correctly to their colleague, and/or they may not have even told them about your product or service yet.

Your time is just as valuable as your prospect’s. If you must meet without the proper people, make sure to get their email addresses. Be candid with the rest of the team that you will be following up with notes and action items to everyone, including those who could not attend.

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Topics: tips & techniques

Cloud Four: Conquering the Mobile Web, One Project at a Time

Dec 1, 2015 by Tricia Harris in case studies (3 minute read)

Cloud Four is a small web design and development company based in Portland, Oregon. Passionate about the mobile web, the team’s expertise lies in building websites and apps that work seamlessly across any device.

As Senior Project Manager, Megan Notarte is responsible for making sure that technical requirements are communicated clearly between her team and their clients. Since Cloud Four often engages in highly complex technical projects, this can present a challenge.

Megan and the rest of the team use Lucid Meetings to collaborate on notes during client meetings, coordinate action items to keep everyone focused on their share of the workload, and share notes once the meetings end.

"Prior to using Lucid Meetings, we had no solid conference call and screen sharing solution. We had hobbled together various tools (free conference calling and various screen sharing services), but it was far from seamless. We also had no good way of collaborating on an agenda or sharing meeting notes and action items."

The Devil is in the Details

Project managers in any industry must be highly detail oriented and able to keep an entire team focused in order to lead everyone to a successful project completion.

Scope and requirements can change at any time, so it is imperative that the project leader record decisions as accurately as possible along the way.

In order to be successful, Megan relies on the following Lucid Meetings' features to flawlessly take her projects from idea to final launch:

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Topics: case studies

Lunette: Moving Marketing Projects Forward with a Global Team and Customer Base

Nov 3, 2015 by Tricia Harris in case studies (3 minute read)

Lunette is a small but fast growing global company, headquartered in the rural community of Juupajoki, Finland.

For Marketing & Social Media Manager Cathy Chapman, keeping up with all of the marketing activities is a daily challenge. As she moves from project to project, she needs to keep her team organized by managing tasks, decisions, and timelines to keep work on track. 

Cathy and her team use the Lucid Meetings’ agenda to contribute ideas for upcoming meetings, action items to keep everyone on task, and the meeting scheduler to initiate a meeting with potential clients in a professional way.

Challenges small global companies all face

Working via the web, small companies have access to a global audience and can easily hire team members all over the world - yet managing to keep everyone in sync at all times can be tricky. With the right tools and processes, small teams can overcome just about any remote work task.

1) Moving work forward

Cathy’s team is based in multiple locations - from the main headquarters in Finland to team members in Utah, Montana, and Tennessee. She and her teammates don’t see each other every day, so one of their biggest struggles was getting everyone up to speed before a weekly meeting.

Cathy Chapman, Marketing & Social Media Manager

In order to not forget what they wanted to discuss in each meeting, they started using Lucid's collaborative agenda editor to jot down ideas as they thought of them throughout the week. Now, the team comes to meetings prepared because they’ve been able to contribute directly to the conversation ahead of time.

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Topics: case studies

How OSDI Uses Lucid for More Organized Committee Meetings and Tighter Access Control

Oct 19, 2015 by Tricia Harris in case studies (4 minute read)

OSDI: Open Supporter Data Interface logo

The Open Supporter Data Interface (OSDI) seeks to define a common application programming interface (API) for moving data between different systems in the progressive left cause-based, campaign and non-profit marketplace.

The OSDI chairman, Josh Cohen, was looking for a way to keep meetings organized, private, and efficient. After using Lucid Meetings, the group was able to keep meetings running smoothly, know who was participating at all times, and easily change presenters or share their screen when needed.

Challenges Facing OSDI - and Committees in General

Committees can have their own unique requirements - especially when it comes to meetings. Members need to share documents, capture notes and decisions, track attendance and often vote on outcomes.

The size of a committee can sometimes be large, which can make for a cumbersome and lengthy discussion.

OSDI used to hold committee meetings where participants were eager to give input, yet didn’t exactly know when it was their turn to do so.

This sometimes led to inefficiencies and frustration, where committee members were either being talked over by one another or not being heard at all.

Josh attended a committee meeting for a different organization that used Lucid, and noticed the speakers were taking turns and speaking in an orderly fashion. This encouraged him to learn more about the Lucid Meetings platform.

OSDI was using join.me for all their meetings, but there was no way to tell who was joining a meeting. It wasn’t possible to determine who was dialed into the telephone conference and identities in the web screen share side weren’t authenticated.

Due to the private and political nature of their meetings, not knowing who may have acquired the dial in information to a meeting can lead to security concerns.

Lastly, making sure that all welcome attendees can access a meeting is a challenge for any facilitator - even when you’ve done your best to make sure attendees have all of the information.

How OSDI Uses Lucid To Support Committee Meetings

OSDI started using Lucid to make sure their committee meetings were organized and participants each had a chance to contribute.

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Topics: case studies

The Top 5 Best Alternatives to Join.me

Jun 30, 2015 by Tricia Harris in meeting technology (4 minute read)

Last updated January 5, 2017
We first wrote this article in 2015 because we get a lot of people who sign up for Lucid Meetings seeking a cheaper alternative to join.me. We appreciate the attention, but Lucid isn't a video conferencing tool; Lucid is a meeting automation and productivity platform, and that's a different beast.

If you're looking to get better results from your meetings - tangible results like more efficient meetings and clear next steps captured in writing - then give Lucid a look!

If you're simply looking for better, cheaper, or free-er video conferencing and screen sharing, check out our updated recommendations below.

Web Meeting Services of Yesteryear

Ever since download-heavy web conferencing services like WebEx and GoToMeeting came on the scene, people have been searching for the best online meeting software to supersede them.

Join.me was created for simple screen sharing - the most used feature in WebEx and GoToMeeting - and it solves the problem of getting people into meetings easily with no downloads. Recently, they added  fun video conferencing too, while still keeping ease-of-use front and center.

However, easy by itself isn't always a solution. When people decided to switch from the more established tools, they lost a lot of useful functionality.

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Topics: meeting technology

How to Assemble Great Virtual Teams for Remote Work

Jun 15, 2015 by Tricia Harris in remote work (7 minute read)

We are living in a digital  world, and it’s likely that every manager has thought seriously about hiring remote workers. 

Remote work is no longer a thing of the future – it is here, now.

In fact, it’s been around since the dawn of time - how else do you think armies were able to navigate world wars, or multi-national corporations were able to set up remote offices in far-flung locations? Examples of distributed teams are everywhere if you look for them.

After all, even if your team works in the same office, they are basically working “remotely” already - they are just across the room in front of their computers. Since everyone is digitally connected, what’s the difference if we are on a different floor, across town, across the country, or on the other side of the world?

As we have demonstrated before, there are not a lot of down sides to working remotely. Once you embrace a few basic principles of managing employees virtually, you'll be on your way to building a highly competent team of remote-working professionals.

Related: How to Make the Case to Your Boss to Work Remotely

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Topics: remote work

Lucid Meetings Team Photoshoot

Jun 3, 2015 by Tricia Harris in behind the scenes (2 minute read)

In our weekly marketing meeting, we review web site traffic and analytics just like any other good SaaS company does. Much to our surprise, we observed over time that people (just like you) regularly visit our "About Us" page.

After taking a look at what we had posted there, we realized that we hadn’t put much thought into telling the story of who we are. And since we’re the type of people who like to show instead of tell, we decided to give people a visual look into our personalities.

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Topics: behind the scenes

How to Make the Case to Your Boss to Work Remotely

Mar 23, 2015 by Tricia Harris in remote work (7 minute read)

Why Work Remotely?

There are some real benefits to working remotely, and if you value them (like we do), then maybe the time has come to approach your boss about the idea.

One big reason employees choose to work from home is so they don't have to commute. A drive (or metro, bus, bike) into work each morning can sometimes put you into a negative frame of mind - especially extra heavy traffic, ice or snow on your car, a construction detour, or heaven forbid, an endo on your bike, for all you bike-friendly city readers (you know it happens). 

Another reason for telecommuting is schedule flexibility. If you have kids and they need to be shuffled to and from school, or your aging parents need a trip to the doctor, or even if the day is so completely beautiful and you just need a few hours to get some precious vitamin D, you can usually do all of the above when you work remotely.

This isn’t to say that you are skipping out on the work that needs to be done, you would just be shuffling it to a more productive time to achieve the same results.

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Topics: remote work

Virtual Facilitation: Your Secret Weapon to High Performing Online Meetings

Mar 5, 2015 by Tricia Harris in leadership & facilitation (1 minute read)

*Updated May 8* 
This webinar is over, but our friends at Leadership Strategies run great free webinars all the time. 

Visit their website to see the current webinar schedule: http://www.leadstrat.com/webinars/

“How can I stop people from multi-tasking during my meetings?”

It’s one of the most common questions we hear, and for good reason. Studies show that that 69% of attendees in your virtual meetings are actually working on something else.* Heck, some of them could even be taking a nap.

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Topics: leadership & facilitation