Three Activities to Drive Alignment in a Meeting

stephanie • August 11, 2021
A group of people in an office. One woman speaks, others look on with various expressions.

The other day Stephanie’s sister called her for advice on how to run a meeting she was planning. As a product manager at a big tech firm, she spends a lot of her time managing stakeholders, driving alignment, and leading through influence rather than authority. This particular meeting was going to require all three skills. Her big questions were: 


  • How should we go forward now that the experiment we tried is definitely not working?
  • What should our priorities be?
  • Which strategic bet do we want to invest in, and with how much of our resources?


Her plan was to essentially pose these questions to the group, and then have a discussion about each one. Stephanie immediately asked her if there would be any implicit or explicit power dynamics in the room, and whether any person in the group was considerably more extroverted than the others.

You see, her big challenge wasn’t identifying the right question to ask. She had good, open-ended questions that were straightforward enough and easy to understand (although hard to answer). Her challenge was making sure that the ideas that surfaced were all given a fair shake, that no one voice dominated the conversation, and that her process guaranteed the best ideas would bubble to the top.


Here are some fun tricks we recommended to her that day, and ones you can consider for your own meetings:


1. Anonymize the input


One of the best ways to make sure ideas all start off on equal footing is to make sure they are disassociated from the person who came up with the idea. There’s a lot of complexity in power dynamics, willingness to speak up in a group, and how much airspace a person occupies (consciously or unconsciously) that will influence how ideas are perceived. By anonymizing the idea generation, all ideas begin on equal ground. One way to do that is to provide everyone in the room with a stack of sticky notes. Tell each person to generate several ideas, putting each idea on its own sticky note. Then throw all the sticky notes up on a wall together without anyone saying a thing out loud.


2. Identify popular ideas with democratic “voting” strategies


A great way to grab a pulse check of the room and determine where there are areas of alignment or misalignment is to have people “vote” on ideas. A low-fidelity way of doing that is to give everyone 2-3 “check marks” and tell them to put a check next to the 2-3 ideas they think are best. This will surface which ideas are clear “winners” and which warrant more conversation or debate. What’s great about this technique is that everyone’s voice is awarded equal weight, irrespective of how talkative they are.


3. Play Devil’s Advocate


Sometimes the challenge with debating the relative merits of a variety of ideas is that people are too polite to be candid, or they may see so much nuance and complexity in the ideas that there is no obvious best idea. In these cases, consider setting up a debate challenge where people in the room are tasked with arguing whole-heartedly for a specific idea for 5-8 minutes. Set up teams. Have groups align on a debate strategy and actually award the team that makes the best arguments. Consider assigning people randomly to an idea rather than having them opt into the one they already support the most… this will encourage people to consider other viewpoints, and will more likely drive the alignment you’re seeking.


No matter what problem you’re trying to solve, these strategies will help your multi-stakeholder groups find alignment and focus their discussions where it matters most.


What strategies and techniques help you drive alignment in your meetings?


Summary of Takeaways

Alignment is not something that happens by accident; it must be engineered through intentional meeting design. When a team is out of sync, productivity drops and friction increases. To move a group from "individual agendas" to a "unified front," Wolf & Heron recommends these three high-leverage activities:


  • Activity 1: The "KNOW, FEEL, DO" Audit: Before diving into the "how," force the team to align on the "what." Ask every participant to write down what they believe the audience should KNOW, FEEL, and DO by the end of the initiative or meeting. Sharing these aloud quickly surfaces misalignments in purpose and helps the group agree on a single set of success metrics.
  • Activity 2: The "Hopes and Fears" Landscape: Alignment often stalls because of unvoiced anxieties or divergent expectations. Give participants space to surface their "Hopes" (what a "win" looks like) and their "Fears" (what they are worried might go wrong). By externalizing these on a shared board or document, the leader can address barriers directly and build a strategy that accounts for the team's collective reality.
  • Activity 3: The "Impact vs. Effort" Prioritization Matrix: A common cause of misalignment is a lack of agreement on priorities. Use a simple 2x2 matrix to plot proposed actions or projects. This activity forces the team to have difficult but necessary debates about where resources should actually go. It moves the conversation away from "what I want to do" toward "what will move the needle for the organization."


The "Why" Behind These Activities:

  • Surfaces the Invisible: They bring hidden assumptions and private worries into the public space where they can be managed.
  • Builds Shared Ownership: When people help build the priorities, they are much more likely to commit to the execution.
  • Reduces Future Friction: Spending 30 minutes on alignment now saves dozens of hours of "clean-up" communication later.

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