Facilitator's Guide for Running Board Meetings 


This guide covers how to use Lucid Meetings to support board meetings.

In it, you’ll learn how to organize the board meeting room, tips for working with the agenda to create the board package, how to manage formal approvals during the meeting, and about finalizing the meeting minutes afterwards. 

Boards that meet face-to-face will find advice for using Lucid to manage the agenda and capture notes during the meeting. Boards with one or more remote participants will find ways to engage the board members on the phone.

This 19-page Facilitator's PDF Guide includes:

  • Guidance for managing board meetings in Lucid
  • Step-by-Step Instructions
  • Overview of 4 board meeting templates
  • Resources: websites and books about effective board meetings