Lucid Meetings Blog

I've been thinking a lot about how some teams are designed to operate with uncertainty, but most are not.

The teams that operate in uncertain conditions never know what they'll face when they show up to work. Firefighters, athletes, investigators: they can't plan what will happen each day. Instead, they develop skills for performing in a variety of situations, tools for assessing the situation they find themselves in, and then respond with their best guess at what they believe will work in the moment.

If the first attempt doesn't work, then they update their thinking, make a new decision, and try something else.

Right now, there's a lot of uncertainty surrounding the return to the workplace. Should we try to get everyone back into the office? If so, when? Or how often?

The right choices aren't clear.

Of course, the experts say... so, so many things!

That all our employees will quit if we don't support remote work. Or hybrid work. That we have to be flexible, but that hybrid teams are the hardest to run and the most likely to increase inequality.

Whatever it is we choose, we'll probably get it wrong. We also absolutely must communicate these choices clearly with our teams, because all this uncertainty is burning people out.

Then we'll never hear the end of it. Our teams will probably tell us all the ways our decisions are wrong if we ask. Or if we don't, they'll just leave.

Aha.

Note: These criteria were originally shared as part of our guide to establishing an effective decision-making process. 

Have you ever responded to a Request For Proposal (RFP), with its pages and pages of Musts, Shoulds, and Nice to Have selection criteria?

Or, let's keep it simple. Have you ever worked with your team to decide where you should go for lunch?

If you've ever chosen between multiple viable options, you've used decision-making criteria to make that choice.

Or maybe not? Maybe you and your team acted out this scene?

"How can we reduce the time we're spending in meetings?"

I used to love it when clients asked me this, because wow - what a softball! This is easy math. To reduce time wasted in unproductive meetings, you can:

1. Cancel meetings.
   Look for any meeting that lacks a clear purpose or goals, and get rid of it.

2. Shorten meetings.
   Whack 10 minutes off of every recurring meeting on your calendar, and stick to the new time limit.

3. Invite fewer people.
   Eliminate meeting time for those people, who probably have better things to do anyway.

4. Assign a timekeeper.
   This increases your team's awareness of time passing in the meeting and your odds of ending on time or early.

Here's a quicky video summing up these easy-math tips.

But do these simple answers help the smart professionals asking this question? 

No.

Of course not, because this isn't really a math question.

This is a question about how to change a team's meeting culture.

Hello friends! Please enjoy this guest post about information security in meetings from Lisa Michaels, a thriving content marketing consultant from Portland, Oregon.

The way we work has changed on a fundamental level.

These days, around 56.8% of US employees (or more) are working remotely, and there’s a good chance that the trend for flexible working will continue to grow.

Remote and hybrid workforces can’t always meet in-person to share ideas and discuss projects.

Instead, they need to access online tools that bring them face-to-face with teams wherever they are.

The good news is that video conferencing and remote meeting services allow your staff to remain productive in any environment.

On the other hand, rushing into a meeting solution without proper planning can be dangerous from a security and privacy perspective.

Hello friends! Please enjoy this guest post about giving positive feedback in meetings from Richard Fendler, a goal-oriented project manager and team leader.

Meetings are an opportunity to discuss projects, provide updates, share ideas and make tough decisions. In amongst all this, it is important to remember that they can also be used by managers to give team members the positive feedback they need to feel valued and fulfilled in their role.

The challenge, then, is to work out the best way to actually give this feedback, especially now that more meetings are taking place virtually rather than face-to-face.

With that in mind, here are just a few ways you can be proactively positive towards your workers while meetings are underway, without this derailing proceedings and while ensuring that meetings have value.

Hello friends! Please enjoy this guest post about body language tips from Sharon Koifman, founder and president of distantjob.com.

The new normal is now the norm that really isn't new anymore and it's here to stay.

All of us are in a much better place, don't you think? No more wasting time on long commutes, no more extra expenditure on clothing and office lunches, and a lot of video meetings—because remote work is now a lifestyle.

Video meetings and interviews are great because wearing pajamas when nobody can see them is awesome, but there's a lot more to your everyday virtual meetings that needs attention. This goes for everyone—the employee, the employer, and hiring managers.

Successful businesses do the things that others know they should do …. but generally don’t.

~ Ari Weinzwig's 7th Natural Law of Business

So let's talk about those things you need to do to run great everyday business meetings with your teams. And yes, I'm going to share some guidelines you may already know.

Hopefully, you'll be inspired to follow them.

It's worth the effort. The leaders we've met who follow these "rules" enjoy more productivity, more loyalty, more engagement, better decision making, and less BS drama between team members than everyone else. And frankly, none of this is actually that hard to do.

Here are five rules for team meetings that I share with my business clients, and that I wish someone had taught me when I started my business.

What happened? So what does that mean? Now what should we do going forward? 

In a retrospective meeting, you and your team work to answer these three questions together. When you’re reviewing a short event that just happened, your retrospective meeting might be very short as you all simply work to answer these questions directly. 

When you’re looking at something as long as a year or something involving lots of complex interrelated parts, it doesn’t work to just ask “So, what happened in 2020?” That’s more likely to encourage day drinking than useful insights. 

For something as 2020 as 2020, you’ll need to put a bit more structure in place if you want a useful result.

Running an End-of-Year Retrospective

How was your year?

In this short post I'll describe one way to run an annual retrospective so you and your group can reflect on what happened this past year, discuss what you make of it, and begin to decide what the next wise actions to take next year might be.

As 2020 continues to teach us all how much God enjoys a good laugh at our plans, we've noticed a dramatic uptick in the number of people downloading strategic planning meeting templates.

Strategic planning isn't a type of meeting. It's a process, and there are many ways you can approach that process.

We have several strategic planning resources available on the Lucid Meetings websites, each of which serves different types of groups and situations. If you've only seen one of these resources, you might find the alternatives useful too.

Behind the scenes here at Lucid Meetings, we talk a lot about how to support organizations as they work to establish a robust, effective, and resilient communication architecture.

Communication Architecture

The method and frequency by which information, attention, and intent flows between people, teams, and systems in your organization.

See also Meeting Flow Models and Meeting Operating Systems.

Today, I'm inviting you to "think out loud" with us as we work to refine these ideas.

In previous articles, we explored ways to determine the best-fit meeting cadence for your team. An effective meeting cadence means your team is talking often enough to maintain momentum and build solid working relationships, but not so often that they have trouble completing other work. 

Looking at the many examples provided in these articles, I hope we can agree that most teams have some meetings which are required to successfully achieve their goals. If we accept that we need at least some meetings, we can reject the lazy idea that we'll fix our unproductive meeting problem by just cancelling lots of meetings.

Too much time wasted in unproductive meetings. This remains a top contender on the list of workplace complaints, as it has been for at least 700 years.

Some folks wrestling with this complaint assume that the solution is to simply reduce the amount of time spent in meetings, ideally through the elimination of as many meetings as possible. This is a tidy, easily measured approach, which can yield a quick claim to victory.

Too much time wasted in unproductive meetings.  Ineffective meetings plague companies around the globe, making this a top complaint for employees at every level.

Conservation Colorado engaged Lucid Meetings to help them improve their meeting performance, which had been consistently rated the number one problem in their annual employee feedback surveys.

I spoke with Nikki Riedt, Conservation Colorado's Operation and Finance Director, at the end of our engagement together about their experience. I'm delighted to be able to share that feedback with you here.

Background

Conservation Colorado is an organization working to protect Colorado’s climate, air, land, water, and communities through organizing, advocacy, and elections.

The level of urgency and scrutiny surrounding climate change has skyrocketed. In response to this rapidly changing landscape, Conservation Colorado's changed too. By the time they contacted Lucid, the executive team featured many leaders who were new to the organization within the past year, and the total number of employees was growing rapidly.

What wasn't changing? The way they all felt about their meetings.

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, and how has that changed in response to the Covid-19 pandemic/economic upheaval? We collected data from teams around the globe to find out! 

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.