Before joining Lucid as a Solutions Consultant, I facilitated strategic planning sessions, helping teams define their core values and mission statements—surprisingly, a daunting task for many. Just hearing the words 'Strategic Planning' or 'Mission Statement' often made people anxious. Strategic planning can feel overwhelming, so having someone to guide teams through it in a structured yet approachable way is a huge asset.
Utilizing Lucid in this process has allowed me to remove some of the stiffness from strategic planning and mission statement creation, simplifying it by taking it back to the basics. Just dropping ideas on a whiteboard with sticky notes makes the process feel less intimidating—especially when using private mode. AI Quick Actions in Lucidspark make the process even easier by helping brainstorm, refine ideas, and summarize key themes into a clear, actionable statement.
Key AI Quick Action Features:
- Brainstorm: Expand and generate ideas quickly
- Sort Ideas: Organize ideas and identify key themes
- Summarize: Distill insights into a structured Mission Statement
A few Power Tips for drafting your mission statement:
- Start with messy ideas—Refine later.
- Use AI to summarize themes & draft versions for refinement.
- Remember: Mission statements are a guide, not a rule—You can evolve it over time.
- Focus on clarity over perfection—It should be actionable, not just inspirational.
Questions to spark meaningful discussion and help capture ideas:
- What do we do? What is the core purpose of our organization/team?
- Who do we do it for? Who do we serve, and how do we help them?
- How do we do it? What are the key activities that drive our purpose?
- What value are we bringing? What unique value do we bring to the world?
- How do we know we’re doing a good job? What would success look like if we fully achieved our mission?
Below is a quick step by step of one way I use AI Quick Actions in Lucidspark:
1️⃣ From the left-hand toolbar in Lucidspark, click the AI Quick Actions icon.
2️⃣ Select Explore AI Quick Actions to view available tools.
3️⃣ Click and drag any AI action onto your board for easy access to brainstorming, sorting, and summarizing.
4️⃣ Once you've gathered ideas from the team, lasso your brainstorming session ideas and click the Summarize button. Lucidspark will quickly condense your feedback and ideas into a clear overview, generating a first draft of your mission statement directly from your sticky notes. From there, your team can easily discuss, refine, and align to clarify your purpose.
These powerful tools help to streamline the mission statement creation process, make it less intimidating, and enhance your team's efficiency.
