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How To Run A Follow Up Meeting

In a follow-up meeting, review and measure the progress made on tasks and goals set in the previous meeting, while addressing any issues, clarifying misunderstandings, and resetting priorities if necessary.

A follow-up meeting is a gathering or conference scheduled after an initial meeting to review decisions made, monitor progress, address any emerging issues, or continue discussion on a particular topic. It serves to ensure that the actions agreed upon during the first meeting are being carried out effectively and facilitate open communication among team members or between different parties. This type of meeting also aids in maintaining momentum on projects and improving performance by holding individuals or teams accountable for their assigned tasks.

What is the purpose of a Follow Up Meeting?

The purpose of running a follow-up meeting as a leader is to ensure effective communication and alignment within the team. It allows the leader to review progress, address any obstacles, and provide necessary guidance. Moreover, it fosters accountability, boosts morale, and strengthens the team’s overall performance.

How To Run A Follow Up Meeting: Step-By-Step


Step 1: Schedule the Meeting

To successfully schedule a meeting, you need to determine a date and time fitting for all the participants. By leveraging digital tools such as shared calendars or online scheduling platforms, you can better coordinate everyone’s availability. Subsequently, send out meeting invitations in a timely manner, preferably with an agenda, to ensure everyone is prepared and aware of the meeting’s purpose.

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Step 2: Set the Agenda

Defining the specific topics for discussion within a meeting is crucial. This transparency allows participants to adequately prepare, facilitating a more productive conversation. Sharing the agenda prior to the meeting ensures all members are on the same page, primed for efficient collaboration and decision-making in the meeting.

ZipDo, our software, merges your calendar meetings into a single, collaborative environment. Within this environment, teams can craft a shared meeting agenda, promoting contributions from everyone. This strategy leads to superior meeting preparedness, boosting productivity and making the preparation and follow-up phases more straightforward.

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Step 3: Revisit the Previous Meeting Points

Reviewing the minutes of the last meeting, particularly focusing on action items, decisions taken, and issues raised, is essential for maintaining continuity between meetings. It serves to refresh memories of agreements made and provides valuable guidance in setting the agenda for the forthcoming meeting.


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Step 4: Open Discussion

Encourage every participant in the meeting to voice their perspectives, share updates, or convey any concerns about the issues at hand. This proactive step fosters an environment ripe for brainstorming, paving the way for a comprehensive, diverse input. It ensures that any potential avenue of discussion is explored, leveraging the collective knowledge and experiences of all participants for better decision making.

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Step 5: Review and Assign Tasks

To propel the meeting’s progress, it is necessary to discuss and delineate tasks that need accomplishment. Task allocation should be made clear to designated individuals or groups, and it is equally crucial to ensure they comprehensively understand their respective responsibilities. This precise task management promotes effective action plans and tangible outcomes.

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Step 6: Record Minutes

During a meeting, it’s crucial that somebody diligently captures essential details such as key points discussed, decisions agreed upon, and tasks delegated to individuals. This not only serves as a reference document for all attendees post-meeting, but it also facilitates comprehension for those who were unable to attend, ensuring that information flow is seamless and uninterrupted within the organization.

Our application, ZipDo, automatically imports meetings from your calendar, creating a collaborative workspace for each. This enables you and your team to keep detailed notes for every meeting, simplifying both the preparation and follow-up processes and improving accountability across your team.

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Step 7: Closing the Meeting

Condense the main points of discussions, assigned tasks, and future plans concisely. Seek clarity on any confusion and uncertainties. Show appreciation to everyone for their active participation and valuable time spent. Collaboration and acknowledgment help foster a positive meeting environment.

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Step 8: Distribute Meeting Minutes

After the completion of a meeting, it’s crucial to create and distribute minutes to all participants. These minutes should spotlight vital decisions made and allocated tasks. By doing so, we ensure everyone is updated and united in understanding the meeting’s outcome, avoiding potential confusion or misconceptions in the future.

Our platform, ZipDo, provides an innovative solution for meeting management. It automatically creates a collaborative workspace for each calendar appointment, where meeting notes can be shared. This simplifies the meeting process and ensures accountability across the team.

Questions to ask as the leader of the meeting

1. What were the specific goals and objectives of the project or task? – This question helps the leader gauge whether the team members understood the desired outcomes and allows for an evaluation of whether those goals were met.

2. What were the major obstacles or challenges encountered? – Understanding the challenges faced by the team provides valuable insights into areas that may require additional support or resources in the future.

3. What strategies or approaches did you employ to overcome these challenges? – This question encourages team members to reflect on their problem-solving skills and creates an opportunity to share successful strategies that could be applied to similar situations in the future.

4. Did anyone face any bottlenecks or roadblocks? – Identifying any bottlenecks helps the leader identify potential issues with workflow and allows for adjustments to prevent similar obstacles in future projects.

5. Were there any specific achievements or milestones reached? – Recognizing achievements helps celebrate successes and motivates the team. It also allows the leader to assess progress and make necessary adjustments.

6. How effectively did the team collaborate and communicate throughout the process? – Assessing team dynamics provides insight into areas for improvement in terms of communication, collaboration, and identifying any potential conflicts.

7. Did the project stay within the allotted budget and timeline? – Evaluating whether the project was delivered on time and within budget helps the leader determine if the planning and resource allocation were effective.

8. What lessons did you learn from this project or task? – Reflecting on lessons learned helps the team members identify areas of improvement and encourages a culture of continuous learning.

9. Is there anything that could have been done differently or better? – This question encourages critical thinking and invites suggestions for improvement, ensuring that lessons from the project are applied to future endeavors.

10. What additional support or resources would have been helpful? – Understanding the team’s needs helps the leader identify areas where additional support, training, or resources may be necessary to enhance future project outcomes.

As a leader, it is important to prepare a follow-up meeting agenda to ensure productivity and efficiency. Start by clearly defining the objectives and desired outcomes of the meeting. Identify the specific topics and actions that need to be discussed or completed. Share the agenda with the team in advance to allow for preparation and engagement.

How To Prepare For A Follow Up Meeting
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During the follow-up meeting, it is important to discuss project progress, identify any challenges or roadblocks that have arisen, evaluate the effectiveness of strategies implemented, review key metrics and performance indicators, and brainstorm solutions for any issues encountered. Additionally, it is important to communicate updates on timelines, deliverables, and upcoming milestones, as well as foster open dialogue for team members to share their insights, feedback, and recommendations. Ultimately, this meeting should aim to align the team, address any concerns, and ensure the project is on track for success.

See Our Follow Up Meeting Template
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Software tools to facilitate a Follow Up Meeting

Software is indispensable for leaders running follow-up meetings. It allows them to streamline and automate processes, track progress, and ensure accountability. With features like task management, scheduling, and real-time data visualization, leaders can easily monitor team performance, make informed decisions, and drive results. Software simplifies the follow-up meeting process, optimizing efficiency and facilitating effective communication among team members.

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Successfully running a follow up meeting requires careful planning, structured execution, and mindful engagement from all participants. It is crucial to act on what was discussed previously, maintain an agenda, follow clear and effective communication, and ensure that tasks are appropriately delegated. While these steps may require some extra effort, the benefits of improved productivity, better decisions, and enhanced teamwork far outweigh the resources put into them. Remember, every well-conducted meeting is a significant stride towards achieving your organization’s goal. So, gear up to transform your follow up meetings into an engine of workplace efficiency and keep pushing the boundaries!

Jannik Lindner

I'm Jannik and I write on MeetingFever about the experiences from my career as a founder and team lead.

If you have any questions, please contact me via LinkedIn.

Popular Questions

What is the purpose of a follow up meeting?

The main purpose of a follow up meeting is to review the progress made since the previous meeting, resolve any pending issues and keep everyone aligned and updated on the current situation and plans.

Who should attend a follow up meeting?

All the individuals who were present at the initial meeting should ideally attend the follow up meeting. This may include team members involved in the project, department heads, and other stakeholders.

How should a follow up meeting be structured?

A follow up meeting should be structured around the points discussed in the previous meeting. It should start with the review of the minutes from the initial meeting, show the progress made, discuss obstacles if any, and then plan the next steps.

What is the role of the meeting's facilitator at a follow up meeting?

The facilitator’s role is to guide the discussion, make sure everyone has a chance to express their thoughts, summarize main points, and ensure all action items, decisions and plans are clearly outlined and documented.

How long should a follow up meeting last?

The duration of a follow up meeting usually depends on the agenda and the topics to be covered, but typically, it should not exceed an hour as lengthy meetings can negatively affect productivity.

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