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.

Share this article

Recent Posts

By Stephanie Judd April 20, 2026
Stephanie was coaching a product manager at Google, Marcus, who was preparing to pitch a new health tech idea to his executives. He had done the work. The research was solid. The opportunity was real. And like many strong operators, his instinct was to lead with the facts. During his discovery process, Marcus had interviewed a nurse, Sarah, who shared something surprising: She logged into her system about 100 times per shift. Marcus dug deeper. Each login took about a minute… That’s more than an hour and a half in an 8-hour shift spent just logging in. That’s a compelling data point. But it's not enough.  Data alone doesn’t carry weight unless people feel what it means. So we worked on how he delivered it. We didn't change the numbers. We just changed the experience of hearing them.
By Stephanie Judd April 5, 2026
Stephanie was coaching a client, Lindsay, who was frustrated with one of her employees. The employee wasn’t looping in the right people at the right time. Lindsay’s conclusion was simple. “He’s just lazy. He doesn’t care if the right stakeholders are involved in the process.” So Stephanie asked her a different question. “What have you done to make him care?” She paused. “Well… I explained how important it was.”  Voila! It was clear, logical, and direct… and yet completely insufficient on its own.
By Stephanie Judd March 16, 2026
Most check-ins drift into the same tired patterns and scripts: Light chatter: “What’s going on?” Project updates: “How’s project X?” A half-hearted attempt to help: “Anything you need help on?” A vague attempt to connect: “Is there anything else on your mind that we should talk about?” Rushed, pushed or cancelled meetings Check-ins fall into these predictable habits because both parties show up and wing them. Clarity is non-existent. People don’t have a clear sense of why they’re there, what they should get out of the meeting, and how best to use the time. How often do you walk into these meetings with no agenda or sense of purpose? This is a wasted opportunity.
By Stephanie Judd March 2, 2026
Many of the people we coach are people leaders who are stressed about supporting their people in the midst of (massive) organizational change. Then pile on the fact that they’re often losing resources and being asked to do more with less. We hear comments like: I don’t know what to tell my team that will be helpful when I’m frustrated and overworked myself. Leadership just keeps asking for more. How do I keep them motivated? We don’t have any professional development money for them. These leaders think that they have to show up with the answer to everyone else’s problems. They want to be able to provide a solution that will give their teams clarity and direction. They know that’s what their people want. And yet, they’re often ignoring the most critical tool in their arsenal.
Show More