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How To Run A Touch Base Meeting

To run a touch base meeting effectively, define clear objectives, ensure timely communication with relevant team members, utilize an organized agenda, and seek ongoing feedback to improve future interactions.

A Touch Base Meeting is a brief check-in or catch-up meeting usually intended to discuss updates, progress, and challenges concerning a specific project or ongoing task. The goal of this type of meeting is to ensure all team members or stakeholders involved are on the same page, aligning all the efforts towards the objectives. It allows for quick status updates, feedback exchange, clarification of strategy or roles, or addressing issues and concerns that may arise in the course of the work. Due to its nature, it is generally short and held frequently, fostering better communication and collaboration within the team.

What is the purpose of a Touch Base Meeting?

The purpose of running a touch-base meeting as a leader is to facilitate effective communication, provide updates on projects, address any issues or concerns, and ensure team alignment. It gives leaders an opportunity to provide guidance and support, foster collaboration, and keep everyone on track towards achieving shared goals.

How To Run A Touch Base Meeting: Step-By-Step


Step 1: Planning the Meeting,

In this stage, it is crucial to define the purpose of your touch base meeting. Consider the key discussion points, who the necessary participants are, and the most suitable time for all. Choose whether an in-person interaction or a virtual platform (teleconference or video conference) is preferably based on your team’s location and availability.

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Step 2: Communication,

This step primarily focuses on dispatching invites to prospective attendees, articulating with clarity the reason and objectives behind the meeting. If it’s imperative, supply them with appropriate preparatory reading or reference materials, encouraging them to arrive well-informed and ready for the discussions, enabling a more streamlined and productive gathering.

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Step 3: Preparing for the Meeting,

Thoroughly review all the materials relevant to the meeting and strategically plan the questions or points you wish to bring up for discussion. Anticipate potential inquiries that may surface during the meeting and proactively ready your responses. This thoughtful preparation can ensure a smoother, more effective meeting.

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Step 4: Conducting the Meeting,

Initiate the meeting by reiterating its goal to realign everyone’s focus. Foster an environment that encourages open dialogue, ensuring everyone comprehends the conversation and consistently stays on track. In case of disagreements, facilitate resolution by employing logical reasoning and maintaining respect among all participants.

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Step 5: Closing the Meeting,

In the meeting, summarize crucial points and decisions. Establish next steps encompassing action items and assign responsibilities. Ensure all participants are aware of their post-meeting obligations.

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Step 6: Follow-up,

After a meeting, promptly send out comprehensive minutes inclusive of decisions made and follow-up actions to all attendees. Enhance effectiveness and timeliness by assigning deadlines for action items. Additionally, indicate the date for the subsequent meeting for everyone’s scheduling convenience, if applicable.

Questions to ask as the leader of the meeting

1. How are you doing? It is important for a leader to check on the well-being of their team members. This question shows empathy and creates a supportive environment.

2. What progress have you made since our last meeting? This question helps the leader track the individual’s achievements and ensures that the work is on track.

3. Is there any help or assistance you need from me or the team? This question encourages open communication and acknowledges that the leader is there to support and remove any obstacles that might be hindering progress.

4. Do you have any feedback or suggestions on how we can improve our team’s performance? This question fosters a culture of continuous improvement and demonstrates that the leader values input from the team.

5. What are the challenges you are facing? By asking this question, the leader can identify potential roadblocks and offer assistance to overcome them.

6. Are you clear on your goals and responsibilities? This question ensures that there is clarity in the individual’s understanding of their role and responsibilities within the team.

7. Are there any opportunities for growth or development that you would like to explore? This question empowers team members to express their ambitions and provides a platform for discussing career progression.

8. Is there anything else you would like to discuss or bring to my attention? This open-ended question allows individuals to share any additional concerns, ideas, or suggestions that might not have been covered in the previous questions.

9. What are your priorities for the upcoming week? This question helps both the leader and the team member align their goals and plan for the week ahead.

10. Is there anything else I can do for you? This final question shows the leader’s commitment to support their team members and offers an opportunity for them to raise any additional needs or concerns.

When preparing a touch-base meeting agenda as a leader, it is important to keep it concise and focused. Start with a brief overview of the purpose of the meeting, followed by a clear outline of the topics to be discussed. Assign time limits for each agenda item and allow for questions or comments at the end.

How To Prepare For A Touch Base Meeting
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During a touch-base meeting, it is important to discuss project updates, goals and deadlines, any challenges faced, and potential solutions. Additionally, discussing team collaboration, resource allocation, and upcoming tasks can help ensure smooth progress. Addressing any client concerns or feedback and determining next steps will also contribute to achieving the desired outcomes.

See Our Touch Base Meeting Template
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Software tools to facilitate a Touch Base Meeting

Software is an invaluable tool for leaders conducting touch-base meetings. It streamlines communication, allowing for real-time updates and feedback. With features like video conferencing and shared documents, software promotes collaboration, fostering stronger connections among team members. Additionally, automated reminders and scheduling tools ensure meetings run smoothly while maximizing productivity.

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A “touch base” meeting is an essential tool in maintaining clear and effective communication within a team or with clients. By ensuring that meeting time is used efficiently, checking everyone’s progress regularly, and actively addressing individuals’ concerns, you can keep everyone focused on the collective goal. Remember, the success of a touch base meeting lies in its ability to catalyze progress, boost collaboration, and foster transparency all while keeping it brief and focused. So, plan well, communicate effectively and review regularly to keep your touch base meetings useful and productive.

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 touch base meeting?

A touch base meeting is typically short and generally arranged to discuss or update on a specific project or business activity. Its goal is to ensure that all members or parties involved are on the same page.

Why is a touch base meeting important?

A touch base meeting is important because it helps keep communication open, allows the exchange of ideas, helps to update about the progress and challenges of the project and ensures that all parties are aligned towards the same objectives or goals.

What is the usual duration of a touch base meeting?

The duration of a touch base meeting can vary depending on the agenda, but it’s usually short, often ranging from 15 minutes to an hour.

Who should attend a touch base meeting?

The individuals or parties directly involved in the project or the subject matter in question should attend a touch base meeting. This could include team members, project managers, stakeholders, or even clients.

How often should we conduct touch base meetings?

The frequency of touch base meetings can vary depending on the project’s needs and complexity. For some, weekly touch base meetings may be appropriate, while for others, bi-weekly or monthly meetings may be sufficient.

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