Lucid Meetings is an online meeting management platform for designing, running, and continuously improving the business meetings that power your organization’s success.

Most people have never used a meeting management platform, and aren’t quite sure what to expect. If that’s true for you, this article will help. In it, we’ll cover:

  • What problems meeting management platforms solve
  • The common features found in all meeting management platforms
  • When to use a meeting management platform, and when to choose something else

Problems Addressed

Meeting management platforms are designed to support teams and organizations working to solve these problems.

Problem: Lack of time or resources needed to plan and run effective meetings.

Meeting management platforms save organizers time with:

  • All-in-one meeting features, reducing time switching between platforms
  • Pre-built meeting agendas
  • Simple prompts to ensure busy people don't forget a step
  • Distributed responsibility, so everyone can work on the meeting together.

Problem: Inadequate meeting facilitation skills

Meeting management platforms help people run better meetings with:

  • Built-in tips
  • Facilitator guides, providing step-by-step help for running important conversations
  • In-meeting reinforcement of best practices

Problem: Inconsistent adherence to meeting processes.

Meeting platforms help organizations design and scale effective meeting practices with:

  • Template-driven meetings
  • Transparency into meeting history
  • Meeting performance reporting
  • Granular process and access control

Problem: Undocumented or untraceable meeting results; lack of follow-up

Meeting platforms make it easier to see what happens in business meetings with:

  • Built-in note taking and action tracking
  • Instant meeting records in multiple export formats
  • Email and API-based distribution of meeting records back into the business

Problem: Poor overall meeting performance

Meeting platforms help organizations improve the quality of their meetings with:

  • Built-in feedback and ratings
  • Expert-authored meeting templates for running common and/or challenging meetings
  • Automated performance reporting

Common Features in Meeting Management Platforms

The Meeting Technology Pyramid: Coordination - Connection - Content - Process - Accountability - Repeatability- Systematic Excellence in Meetings
The hierarchy of meeting technology found in meeting management platforms, from scheduling basics up to business management support

All meeting management platforms have support for:

  • Creating meeting agendas
  • Inviting people to review the meeting agenda
  • A way to capture meeting notes, including decisions and action items
  • Meeting timers
  • An archive of past meeting records
  • Meeting record exports to one or more file formats

Some meeting management platforms include:

  • Organization of meetings by team or project
  • Meeting performance reports
  • Meeting templates
  • Integrations with one or more business systems

Only a few meeting management platforms include:

  • Integrated audio-video conferencing and screen sharing
  • Open APIs and extensive business system integrations
  • Formal decision support for capturing motions

When to use meeting management software, and when to use something else

Best

Meeting management software is perfect for planning and running:

  • Regular team meetings
  • Project meetings
  • Board and committee meetings
  • Program and development meetings
  • Planning meetings
  • Informational interviews
  • Management meetings, one-on-ones, and hiring meetings
  • Sales meetings

Fair

Meeting management software can be used, but is overkill for:

  • Quick ad-hoc calls
  • Informal relationship-building calls

Poor

Meeting management software is not a good fit for:

  • Webinars
  • Large group online training
  • On-demand remote support
  • Virtual conferences and large scale all-day events