Lucid Meetings Adds Four New Meeting Templates Customized for Boards of Directors and Committees

Share Article

Lucid Meetings announces the latest in a series of meeting templates that simplify the process of running structured Board or Committee Meetings.

Lucid’s latest templates enable boards to leverage built-in best practices to generate better outcomes.

Boards of Directors have many responsibilities, including corporate governance, fiduciary, compliance, risk oversight, strategic guidance and operational policy planning. Exactly what a board must do, and what it can do, is determined by the nature of the organization and the laws where the board operates. 

While all boards must abide by certain rules and formalities, there is no single established way to run a board meeting. However, the directors must still determine what topics to prioritize, how to manage the available time, and how to ensure that board members arrive informed and stay actively engaged throughout the meeting. 

Lucid Meetings has created a new set of meeting templates, based on the best available meeting practices, and designed specifically for boards of directors to overcome issues and streamline operations. 

The four types of board meetings included in the templates are: 

    1. Simple Board Meeting: A simple and efficient framework.
    2. Formal Board Meeting: A structured approach that puts important decisions first.
    3. Startup Board Meeting: For early-stage startups with investors.
    4. Roberts Rules Standard Order of Business: The agenda from the 11th edition.

Because templates are built into Lucid’s meeting tools, meeting organizers can select any of these templates during setup with one click to create a full meeting agenda that matches their board process. Participants in the meeting are taken through a step-by-step process to confidently come to an agreement or reach alignment on proposed issues.

The complete set of meeting templates includes:

  • A draft agenda for all meeting types
  • Pre-defined meeting settings
  • A 19-page downloadable facilitators guide, including:

    - Procedures for setting up a board meeting room 
    - Detailed tips for working with the agenda to create the board package
    - Step-by-step instructions on how to manage formal approvals during the meeting

  •      Tips on how to finalize the meeting minutes afterwards

    - Resource guide with links to books and websites about running board meetings, board duties, and more.

Lucid has taken the time to codify the process specific to boards, allowing participants to focus on making decisions and planning strategic initiatives rather than being distracted by meeting procedures.

Lucid’s latest templates enable boards to leverage built-in best practices to generate better outcomes.

Visit to learn more and download the immediately usable template, or sign up for a Lucid Meetings trial ( to start using the integrated templates today.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Tricia Harris
Follow >
Lucid Meetings

Follow us on
Visit website