Team Cadence Progress Check One-on-One Action Review Governance Cadence

Weekly Team Meeting Project Status Update Manager One-on-One Retrospective Board Meeting
Daily Huddle Portfolio Review Coaching Session Win/Loss Review Quarterly Strategy Refresh
Working Session Stakeholder Update Mentoring Session Rehearsal Client QBR
“Catching Up”

Idea Generation Planning Workshops Problem Solving Decision Making

Solution Brainstorm Project Planning Design Workshop Root-Cause Resolution Strategic Opportunity Decision
Ad Campaign Ideas Product Development Planning Team Building Incident Response Candidate Selection
Requirements Brainstorm Campaign Planning Value Stream Mapping Plan Reset Final Approval
Event Planning Kickoff
Chartering

Sensemaking Introductions Issue Resolution

The Taxonomy of Investigations
Informational Interview
Sales Call
First Interview
Support Escalation
Contract Negotiation
Business Meetings Market Research New Hire Introduction Dispute Resolution
User Testing Investor Pitch
Congenial Meetings Discovery

Formal Meetings Community of Practice Training Broadcasts

Meetups Skills Certification All-Hands Meeting
Intense Meetings Safety Committee New Hire Training Webinars
Lunch-n-Learn Client Training Press Briefing

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The Cadence Meetings
Meetings with known participants and predictable patterns used to review
work, renew connections, and refine plans.

Format and
Meeting Type Intention
Expected Participation Profile
• Ensure group cohesion
• Drive execution • Manager or team member led
Examples • Collaborative engagement
Team Cadence • the Weekly Team Meeting • Relationship quality important
• the Daily Huddle • Regularized, often ritualized
• the Shift-Change Meeting • Surprises tolerated but not encouraged
• a Regular Committee Meeting
• Maintain project momentum
• Led by a project lead
• Ensure mutual accountability
• Structured engagement
Progress Examples
• Relationship quality less important
Checks • the Project Status Meeting
• Structure varies by team and project
• the Client Check-In
• Surprises unwelcome
• the Portfolio Performance Review
• Career and personal development
• Individual accountability
• Led by either party
• Relationship maintenance
• Conversational engagement
Examples
One-on-Ones • Relationship quality critical
• the Manager-Employee One-on-One
• Very loosely formatted: conversational
• a Coaching Session
• Surprises neither welcome nor discouraged
• a Mentorship Meeting
• the “Check In” with a Stakeholder
• Learning: gain insight
• Develop confidence • Led by a team lead
• Generate recommendations for change • Highly structured engagement
Examples • Relationship quality important
Action
• Project and Agile Retrospectives • Structure varies by team and project
Reviews
• After Action Reviews and Before Action • Meetings may be very ritualistic
Reviews (Military) • Serendipity expected in the form of lessons
• Pre-Surgery Meetings (Healthcare) learned
• Win/Loss Review (Sales)

• Strategic definition and oversight

• Regulatory compliance and monitoring
• Chair led
• Relationship maintenance
• Structured and collaborative engagement
Governance Examples
• Relationship quality less important
Cadence • Board Meetings
• Strong governing rules
• Quarterly Strategic Reviews
• Surprises unwelcome
• QBR (a quarterly review between a vendor
and client)

Copyright © 2018 Second Rise

The Catalyst Meetings
Meetings with participants and patterns customized to fit the need,
designed to create change.

Format and
Meeting Type Intention
Expected Participation Profile
• Led by a facilitator or group leader
• Create a whole bunch of ideas
• Collaborative engagement
Examples
Idea • Relationship quality less important
• Ad Campaign Brainstorming Session
Generation • Loosely structured, abides by the governing
• User Story Brainstorm
rules for brainstorming
• Fundraising Brainstorm≠
• Serendipity is the point
• Create plans
• Secure commitment to implementing the • Led by a team lead
plans • Collaborative engagement
Planning Examples • Relationship quality less important
• Event Planning • Structure varies by team and project
• Campaign Planning (Marketing) • Serendipity invited, but not a focus
• Product Roadmap Planning
• Group formation
• Commitment and clarity on execution
• One or more tangible results; real work • Led by a facilitator
product comes out of workshops • Structured collaborative engagement
Examples • Relationship quality less important
Workshops
• Project, Program and Product Kickoffs • Bespoke meeting design
• Strategic Planning Workshop • Highly planned and organized
• Design Workshop • Serendipity a goal
• Value Stream Mapping
• Team Building Workshop
• Led by a team leader
• Find a solution to a problem
• Structured collaborative engagement
• Secure commitment to enact the solution
• Relationship quality matters; safety in
Problem Examples
the conversation more important than
Solving • Incident Response
long-standing relationships
• Strategic Issue Resolution
• Structured and formalized
• Major Project Change Resolution
• Serendipity the point

• A documented decision • Led by a team leader, chair, or facilitator

• Commitment to act on that decision • Structured collaborative engagement
Examples • Relationship quality important; safety in the
Decision
• New Hire Decision conversation needs to be established
Making • Go/No-Go Decision • May be formally structured or not
• Logo Selection • Surprise unwelcome; everyone is expected
• Final Approval of a Standard to arrive fully prepared

Copyright © 2018 Second Rise

The Learn and Influence Meetings
Efforts to learn, evaluate and influence, these meetings are between an
“Us” and a “Them” with information to share and questions to resolve.

Format and
Meeting Type Intention
Expected Participation Profile
• To learn information that can inform later • Led by an interviewer or group lead
action • Conversational engagement
Examples • Relationship quality less import to success;
Sensemaking • Informational Interviews rapport matters more
• Project Discovery Meetings • Governing rules for privacy, information use
• Incident Investigations • Question-Answer format
• Market Research Panels • Serendipity welcome
• Topic-focused exchange of ideas • Led by an organizer or committee leaders
• Relationship development • Conversational and passive engagement
Community of Examples • Relationship quality less important
Practice • The Monthly Safety Committee Meeting • Format varies by topic and group; usually
• The Project Manager’s Meetup includes time for networking
• The Lunch-n-Learn • Serendipity welcome
• Learn about each other
• Led by the meeting organizer
• Decide whether to continue the relationship
• Conversational engagement OR structured
Examples
engagement
• the First Meeting Between Professionals
Introductions • Relationship quality important; established
• the Sales Pitch
in the meeting
• the Sales Demo
• Format varies by topic and group
• the First Meeting with a Potential Vendor
• Serendipity welcome
• the Investor Pitch
• Led by a team leader
• A new agreement
• Structured collaborative engagement
• Commitment to further the relationship
• Relationship quality important; safety in
Issue Examples
the conversation is more important than
Resolution • Incident Response
relationships
• Strategic Issue Resolution
• Structured and formalized
• Major Project Change Resolution
• Serendipity the point
• Participants assigned
• To transfer knowledge and skills
• Led by the trainer
Examples
• Structured participation required
• Client Training on a New Product
Training • Relationship quality unimportant
• New Employee On-Boarding
• Varies: Presentation followed by Q&A or a
• Safety Training
series of exercises
• Seminars
• Surprises unwelcome
• Participants invited based on role or interest
• To share information that inspires (or
• Led by the broadcaster
prevents) action
• Little to no participation expected
Broadcasts Examples
• Relationship quality unimportant
• the All-Hands Meeting
• Presentation optionally followed by Q&A
• Webinars
• Surprises unwelcome
Copyright © 2018 Second Rise
Additional Resources Available
from Lucid Meetings
The Book
• Where the Action Is:
The Meetings that Make or Break Your Organization
About the Taxonomy
• Original Blog Post: The 16 Types of Businses Meetings
• A Periodic Table of Meetings
• The Interactive Chart of Meeting Types, with detailed
resources for each type

Meeting School
• The Meeting Performance Maturity Model
• How to create meeting agendas
• How often should you meet
• How to make decisions in meetings
• 40 Sample Agendas, with Guides
• Glossary of Meeting Terms

Lucid Meetings provides technology and services that help

organizations scale effective meeting habits.
We put your meetings on science.

Learn more on our website at www.lucidmeetings.com

Copyright © 2018 Second Rise