(Tip: Be sure not to miss the downloadable business meeting notes template at the end of the story)
Return Leverage, one of Lucid’s Enterprise clients, found our downloadable meeting notes to be less helpful than they’d hoped. Toby Lucich from Return Leverage asked if we could improve the exports to help make it easier for busy professionals to read the meeting notes. We’re thrilled to have had the opportunity to learn from his experience and improve the exports.
Since we made these changes in collaboration with Return Leverage, we asked Toby if he’d be willing to share more about why this format works, and how his company uses it to drive meeting results with clients. Happily, he agreed.
Toby Explains Why Formatting Can’t Suck
As an entrepreneur and management consultant, I’ve now worked with hundreds of business leaders in organizations big and small, for-profit and non-profit, both founder-led and professionally managed. I’ve worked with organizational leaders at all levels that have been charismatic, visionary, thought-provoking, strategic, detail-oriented; some have also been distracted, impatient, disengaged, incompetent, or simply apathetic. Leaders come in all shapes and sizes.
The common challenges I’ve seen all leaders face are the overly-packed calendar, shifting expectations, soft commitments, impending deadlines, and never enough time to get it all done.
Regardless of the client or their culture, our first obligation is fundamentally about effective communication. We believe that every single client deserves our best effort to capture and communicate the most critical ideas and actions that will efficiently and effectively turn ideas into actions, and actions into successful business results.
How this information is presented is a critical first step.
A clean, easy-to-read format is a powerful first impression in shifting the value from meeting notes toward meeting agreements or records for your stakeholders. You never know which meeting is going to change the course of the company.
We’ve recently collaborated with Lucid to redesign the exported report. Here's some of the design thinking that went into the new format.