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How To Run A Tag Up Meeting

A tag up meeting is run by setting a clear agenda, inviting only necessary participants, keeping the conversation focused, summarizing and assigning actionable tasks at the end of discussion, and ensuring follow-ups.

A Tag Up meeting is a brief, focused gathering often held among teams or project groups to discuss the progress of tasks or issues at hand. Typically informal and sometimes impromptu, these meetings serve to “tag up” or sync on updates, changes, task assignments, or resolve immediate issues. Participating members can report on their undertakings, communicate any challenges faced, or share key insights since the last meeting, allowing the team to stay aligned, respond to developments effectively and maintain momentum towards their objectives.

What is the purpose of a Tag Up Meeting?

The purpose of running a tag-up meeting as a leader is to ensure clear communication within the team, assess progress towards goals, identify any challenges or roadblocks, and provide support and guidance where needed. It allows for coordination, alignment, and accountability among team members, ultimately leading to improved efficiency and successful outcomes.

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


Step 1: Planning the Meeting

This process entails accurately identifying essential contributors and delegating who needs to participate in the meeting. Further, it’s critical to outline the subjects that necessitate discussion for productive discourse. Moreover, establishing a practical and accommodating timetable for all participants ensures the smooth progression of the meeting.

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Step 2: Setting the Agenda

Develop the core purpose of the meeting including the specific actions to be addressed, ensuring clarity and focus. Distribute this comprehensive agenda to all attendees in advance, enabling them to comprehend the meeting’s objectives, prepare accordingly, and contribute effectively to the discussion.

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Step 3: Communicating

The meeting organizer is tasked with disseminating invitations to all relevant participants. These invites should promptly detail the scheduled time, location of physical assembly or the specifics for a virtual meeting setup, along with any required readings or material for pre-meeting reviews. This comprehensive approach ensures everyone comes prepared.


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Step 4: Execution

Running the meeting involves taking the lead, sharing the overall context or objective of the discussion to provide direction. It requires proficiently guiding the conversation to ensure productive outcomes, meticulously keeping track of time to maintain efficiency, and managing divergent views to reach consensus.

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Step 5: Active Participation

All attendees are encouraged to actively participate in meetings by candidly sharing their thoughts and insights. This includes providing updates on their progress thus far, proposing enhancements to existing initiatives, or introducing new strategies. Such participation fosters collective decision-making and can significantly boost team synergy.

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Step 6: Documentation

It is crucial for one of the participants in a meeting to be responsible for documenting the minutes. This involves recording key topics discussed, decisions reached and actions allocated. Ideally, this individual is designated prior to the meeting. If not, they can be assigned during the event.

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Step 7: Follow-Up Actions

Once the meeting concludes, it’s crucial to disseminate the decisions and agreed tasks to all participants. This ensures everyone is on the same page, understanding their roles and responsibilities moving forward. It helps to avoid confusion, maintain clarity, and foster efficient team collaboration towards the defined objectives.

Questions to ask as the leader of the meeting

1. What progress has been made since our last meeting? (To track the team’s progress and ensure alignment with goals and expectations.)

2. Are there any roadblocks hindering progress? (To identify and address barriers affecting the team’s productivity and performance.)

3. Do any team members need additional support or resources? (To ensure individuals have what they need to succeed and meet their objectives.)

4. Are there any changes or updates that need to be communicated to the team? (To keep everyone informed about any new developments or changes in strategy.)

5. Are there any upcoming deadlines or important milestones we need to be aware of? (To stay on top of key dates and ensure timely completion of tasks or projects.)

6. Have any risks or challenges emerged that could impact our objectives? (To proactively identify and mitigate any potential issues that could affect the team’s success.)

7. Are there opportunities for collaboration or cross-functional initiatives? (To foster teamwork and explore ways to leverage expertise and resources across the organization.)

8. Are there any lessons learned from recent experiences that we can apply moving forward? (To promote a culture of continuous improvement and learning from both successes and failures.)

9. Are there any new ideas or innovations that team members would like to share? (To encourage creativity and involvement, while also potentially uncovering valuable insights or solutions.)

10. Does anyone have feedback or suggestions for improving our team’s effectiveness? (To promote open and honest communication and gather input for enhancing team dynamics and performance.)

To prepare a tag-up meeting agenda as a leader, start by identifying the key topics to discuss. Consider any important updates, issues, or decisions that need to be addressed. Prioritize the topics based on their urgency or importance. Clearly outline the purpose and objectives of the meeting for the team. Share the agenda with participants in advance to allow them time to prepare and contribute effectively.

How To Prepare For A Tag Up Meeting
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Topics that should be discussed during a tag-up meeting include project updates, upcoming deadlines, task allocation, potential bottlenecks, and any issues or challenges that need to be addressed. This meeting provides an opportunity for the team to align, share progress, and strategize for the next steps.

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

Software tools help leaders run tag-up meetings more efficiently by streamlining communication and collaboration. Features like shared agendas, real-time updates, and automated task management simplify the process, ensuring all team members are aligned and accountable. With software, leaders can easily track progress, resolve issues, and keep everyone informed, leading to more productive and successful tag-up meetings.

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Running an efficient tag up meeting is an art and a skill that all business leaders should master. With these strategies and tips in mind, you can transform your meetings from chaotic, unproductive assemblies into structured, effective gatherings that not only save time, but also boost team morale and improve overall business performance. Remember, a good meeting is one where participants come in prepared, information is shared succinctly, open dialogue is encouraged, and clear actionable steps are defined. So, start implementing these techniques today and enhance the power of communication within your team through successful tag up meetings.

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 a 'Tag Up Meeting'?

A ‘Tag Up Meeting’ is a brief meeting or conference where everyone involved in a project or team comes together to provide updates, discuss progress, address issues, and communicate any new information. It’s usually a quick status report or follow-up meeting for everyone to stay informed and aligned.

When is a 'Tag Up Meeting' usually held?

The frequency of ‘Tag Up Meetings’ can vary between organizations and even within teams. They could be held as often as daily or weekly, or just at key stages in a project. The timing is typically determined by the complexity and urgency of the project at hand.

How long does a 'Tag Up Meeting' typically last?

The duration of a ‘Tag Up Meeting’ is usually short to maintain efficiency and productivity. They rarely exceed 30 minutes and can even be as short as 10 minutes, depending on the scale of the project or the issues at hand.

Who usually attends a 'Tag Up Meeting'?

Typically, relevant team members, project managers, and sometimes stakeholders attend a ‘Tag Up Meeting’. The attendance list will depend on the project and who is involved. The focus is usually on having the necessary decision-makers and action-takers present.

What is the main purpose of a 'Tag Up Meeting'?

The main purpose of a ‘Tag Up Meeting’ is to keep team members aligned and informed about the progress of a project, to clarify any uncertainties, and to discuss solutions to any issues. They serve to improve communication, foster collaboration, and keep a project on track.

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