Strategic Planning with Remote Teams Part 3: Crafting the Vision and Mission Statements

Sep 22, 2015 by Anna O’Byrne in leadership & facilitation, remote work, meeting design (6 minute read)

This post is the third in a series. You can find the whole series in our Complete Toolkit for Strategic Planning with Remote Teams.

Have you ever tried strategic planning without first getting your vision and mission right? What did you find?

If you were a small, cohesive group, maybe you breezed through goal-setting based on complete unity. It happens, but it’s rare.

For everyone else, here’s what typically happens:

  • You generate ho hum goals: goals that just don’t stretch the team.
  • It sometimes feels like you’re writing a to-do list, rather than a strategic plan.
  • You sign-on for strategies that are far-removed from what you see as your core business.

In short, strategic planning takes far too long and feels anything but strategic. You look at the end result and fear you’ve created a Frankenstein: pieces from here, pieces from there, with no final coherence.

And the challenges don’t end at strategy. Teams that operate without vision and mission feel the effects everywhere.

How? Here are some everyday signs you need a vision and mission:

  • Your branding feels disjointed or superficial.
  • People outside don’t get what you’re all about.
  • People inside don’t see their work as meaningful.
  • You zig and zag to meet opportunity, but you get no closer to your dream.

If a vision and mission are this important, why would anyone skip it?

First, we’re all pressed for time. Vision and mission sometimes feel like the extras we’ll get to when we have space to breathe...or when we hold our next retreat.

Second, we make assumptions. Many teams believe they’re on the same page when it comes to where they’re going, but when they sit down to plan strategically, the gaps become glaringly evident.

Finally, we misunderstand the value of having relevant, vivid, fully thought out vision and mission statements.

Let me clarify.


Topics: leadership & facilitation, remote work, meeting design

Reject the Hype and Fix Your Bad Meetings

Aug 25, 2015 by Elise Keith in leadership & facilitation (21 minute read)

The Hype: Meetings Waste People’s Time and Money

Have you seen the studies about the state of meetings in the workplace today? If not, here’s a sampling:

  • An estimated 36 to 55 million meetings occur in the USA each day and billions are lost annually thanks to unproductive meetings.1
  • David Coleman estimated that 25% of that time wasted.2
  • In 2013, employees chose “too many meetings” as the biggest distraction and waste of time presented by the workplace.3
  • A ResourcefulManager survey of 948 upper-level executives, directors, middle managers and frontline supervisors says nothing gets accomplished in 44.8% of the meetings executives and managers attend.4

The most popular article about this problem on social media today implores us to please strive for "Meetings that Don't Suck". Run a Google search for meetings that don't suck, and you'll see pages of articles on that theme.

Nowhere else in the business world do we see so much advocacy for such a pathetic goal.


Topics: leadership & facilitation

How to Lead Introductions in Business Meetings

Aug 5, 2015 by Elise Keith in leadership & facilitation, tips & techniques (6 minute read)

Many years ago I was asked to represent my company on a national committee. I had to fly from Portland, Oregon to Washington D.C. for the meeting, find my way around the city wearing an actual business suit and heels, then walk into this room and make a good impression.

I was prepared for the content of the meeting - I knew my stuff - but I was far from comfortable. The 30 or so other members of the committee came from Microsoft, the Department of Defense, and a host of big organizations; I worked for a 20-person web software vendor no one had ever heard of. Most of the committee members were much older than I was, and there were very few women.

Soon enough, the gavel pounded and the chair began the meeting. After a brief greeting, he said:

“Go around the room and tell the group a bit about yourself, starting with Don here.”

Tell them about me? What am I supposed to say in this room of dour-looking, experienced people?

I knew that if I wanted any shot of making an impact in the meeting, the other people in the room had to take me seriously, and this introduction was my chance to make that oh-so-important good first impression. But what could I say that would impress this room? I felt like I was at an awful interview, and I began to sweat.

In this case, I needn’t have sweated the introductions (or my blouse) so much. Don stood up and calmly stated his name and the organization he represented, then sat back down. Simple. As it went around the room, each person followed this short pattern, and I began to relax.

My name and where I work? That’s it? Those are questions I can answer easily! Why hadn’t the chair been clearer about what he wanted people to say?


Topics: leadership & facilitation, tips & techniques

Should you cancel your next meeting?

Jul 7, 2015 by Elise Keith in leadership & facilitation (6 minute read)

There’s a meeting on your calendar that’s fast approaching, but you’re just not sure about it. Maybe you’re too busy. Maybe your co-workers are too busy.

Maybe you see it as an interruption that will keep you from more important work. Or maybe the meeting is really important, but you’re simply not ready.

Whatever the reason, you now wonder, should you cancel your next meeting? And if so, how can you do that without looking like a flake in front of the group?

Looking For a Printed Version?

Add this poster to your conference room wall to avoid time-wasting meetings!

The Backstory

John and I recently had a long conversation with David Coleman, Founder and Managing Director of Collaborative Strategies (CS). You can see excerpts from that talk in his post Stop Wasting Time: In Pursuit of the Perfect Meeting.

David conducted a lot of research on business meetings over the years – research that shows many of those meetings to be a big fat waste of time.

So he asked us: "Are there situations where you don’t think we should meet at all?"

The answer is a resounding “Yes!


Topics: leadership & facilitation

Meetings as Competitive Sport

May 14, 2015 by John Keith in leadership & facilitation (3 minute read)

Many years ago, I met with Michael Harrington, a public speaking coach and trainer. He described his training approach as that of "taking a competitive sports view" to public speaking.

His view was that you could train people with some very specific skills and thereby teach them to win the day, so to speak.

For some reason, that competitive view of public speaking really worked well for me. The task of public speaking became something I really wanted to master, rather than something to be dreaded and endured.


Topics: leadership & facilitation

The Better Meetings Book List

Apr 22, 2015 by Elise Keith in leadership & facilitation, book review (6 minute read)

The bookshelves in the Lucid Meetings main office are jam-packed with business books, technical references, Esther Gokhale’s fabulous 8 Steps to a Pain-Free Back (posture, people!), and TONS and tons of books about meetings.

Many of which we’ve actually read, some that we aspire to read more deeply, all of which we’ve skimmed, and a handful that we keep dog-eared on the desk.

Should you wish to grace your workplace with some fabulous meeting-related reading, take a look at our list of top reads below. And if you’re in a book-buying mood, you’ll find handy links to all the recommendations here: The Better Meetings Book List on Amazon


Topics: leadership & facilitation, book review

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:

“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.


Topics: leadership & facilitation

4 Ways to Run Successful Meetings People Won't Hate

Feb 19, 2015 by Chris Higgins in leadership & facilitation (3 minute read)

We just launched an ebook to help you figure out how much meetings cost your company, how they affect your company's culture, and how to make them better.

Over the coming weeks, we'll post excerpts to give you a taste. First up, here are four ways to run successful meetings that people won't hate.

The list below is from a section of the book about a meeting-related research study. The study was all about having better meetings, and specifically what it was about a "good meeting" that made it good.

(If you'd like to read the original study, a PDF is here: Meeting Design Characteristics and Attendee Perceptions of Staff/Team Meeting Quality, by Cohen, et al. It's 15 pages long, so we figured some shorter take-aways with animated GIFs would help.)


Topics: leadership & facilitation

How to Minimize Business Meeting Costs and Maximize Value

Feb 17, 2015 by Tricia Harris in leadership & facilitation (1 minute read)

We know meetings are costly, but so what? So are airplanes and vacations, and we love those.

Expense is not the problem; waste is the problem.

Did you know that when your meetings are of high quality, your employees are happier, more productive, and they directly contribute more to your company's bottom line?

In this ebook we’ll explore how to calculate business meeting costs -- as well as the return-on-investment (ROI) that we get from meetings.

We'll start by getting a sense of employee salary cost, calculate burdened cost, and then go into travel, facilities and software expenses.

We'll then explain why employee time is a vastly larger expense than all of the above, and how to spend that time wisely.


Topics: leadership & facilitation

Anatomy of the perfect meeting invitation email [includes templates]

Sep 25, 2014 by Elise Keith in leadership & facilitation (10 minute read)

Tip: Be sure not to miss the downloadable business meeting invitation email templates at the end of the story

"Hey, do you have a minute?"

That's the best invitation for the most common type of meeting. You know, the kind we used to just call a conversation, or even simply "talking to Fred." But with communications increasingly going digital, we're frequently holding these ad-hoc conversations using meeting software online. To invite someone to talk, we fire off a quick note with a link and a number. Easy.

Quick text messages work great for ad-hoc meeting invitations

We begin to think that this is what meeting invitations should look like, and we start to schedule meetings on the calendar with just a date and the link - skipping all the details people need to make that meeting worth attending in the first place. It's become so easy to just add a meeting that there are now between 36 and 56 million meetings every day in the US alone.

Leading to lots of poor meetings, wasted time, and overall sadness.


Topics: leadership & facilitation