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Meeting Tips

How to Have a Successful Touchpoint Meeting (Tips for Manager)

May 20, 2024
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May 20, 2024
Anika Jahin
How to Have a Successful Touchpoint Meeting (Tips for Manager)
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Have you ever wondered if your team is aligned on project goals or if they are even on the same page? As a manager or the person coordinating and conducting the meeting, touchpoint meetings can be your solution to streamline communication and enhance project clarity.

But what exactly makes these meetings tick, and how can you ensure they're more than just another calendar invite?

Read on to discover how to convert your touchpoint meetings into productivity-boosting discussions integral to your team's success.

What Is a Touchpoint Meeting?

A touchpoint meeting is a brief check-in meeting designed to keep team members informed and aligned on ongoing projects.

Unlike traditional meetings that can drag on and lose focus, touchpoint meetings are typically short, lasting anywhere from 15 to 30 minutes.

This focused approach allows teams to efficiently discuss key updates, address challenges, and ensure everyone is on the same page.

Here are some key characteristics of a touchpoint meeting:

  • Frequency: Touchpoint meetings are typically held weekly or bi-weekly, depending on the team's needs and the pace of their projects.
  • Participants: The ideal participants include core team members directly involved in the projects being discussed and any relevant stakeholders who need to be kept in the loop.
  • Focus: A touchpoint meeting focuses on project updates, progress reviews, and identifying any potential roadblocks. It's not meant to be a deep dive into technical details but rather a high-level overview to ensure everyone understands the project's status.

Comparison with Status Meetings

While touchpoint meetings are a type of status meeting and share similarities in their goal of providing project updates and ensuring team alignment, they also have some differences:

  • Duration: Touchpoint meetings are designed to be shorter (15-30 minutes) compared to other project status meetings, which may last longer depending on the agenda and complexity of the project.
  • Depth of Discussion: Status meetings might involve more detailed discussions about project tasks and technical issues, whereas touchpoint meetings are high-level and focus on key updates and immediate roadblocks.

You can refer to this blog for more details on conducting effective status meetings:

Why Touchpoint Meetings Are Important

Touchpoint meetings provide a regular forum for open and honest communication, fostering collaboration among team members and ensuring that all participants are clear about the project's objectives and their individual responsibilities.

Here are a few key reasons why they are essential:

  • Alignment and Consistency: They keep everyone aligned on project goals and ensure consistent updates on progress and changes.
  • Early Problem Identification: Regular meetings help identify potential roadblocks early, allowing for timely interventions.
  • Employee Engagement: They boost engagement by involving team members in the dialogue about the project’s direction and their roles.
  • Feedback Exchange: Touchpoint meetings are a valuable opportunity for providing and receiving feedback, helping team members improve their performance and grow their skills.

5 Ways to Prepare for a Touchpoint Meeting

Effective preparation is crucial for maximizing the productivity of touchpoint meetings. 

Here's how team members can come equipped to ensure the meeting is concise and impactful:

(1) Agenda Creation

Develop a clear agenda before the meeting. The agenda should outline the key topics to be discussed, such as project updates, upcoming deadlines, and any specific concerns that need to be addressed.

Feel free to refer to this blog for tips on creating a standout agenda:

Allocate time slots for each agenda item to keep the meeting on track. 

Distribute the agenda beforehand to allow participants to come prepared with relevant information and questions.

(2) Identify Current Project Issues

Encourage team members to identify any challenges they are encountering in their projects.

They should prepare a list of specific issues and questions where they need guidance, making it easier to address these concerns quickly during the meeting.

If they haven't prepared questions or are otherwise uninspired, here's what you can ask to spark productive discussion:

  • "Are there any aspects of the current workflow that are slowing you down?"
  • "Do you have all the resources and information you need to complete your assigned tasks?"
  • "Is there anything unclear about the project goals or expected outcomes?"

(3) Provide Updates on Tasks

Each member should be ready to report on the status of their assigned tasks. This includes progress on action items and any significant milestones reached since the last meeting.

Allocating time in the agenda for these updates ensures that all critical tasks are reviewed in order of priority.

(4) Offer Improvement Suggestions

Touchpoint meetings should facilitate a two-way conversation. Team members should consider how their work processes could be improved and come prepared with practical suggestions for the team leader.

This collaborative approach helps fine-tune workflows and increase overall team efficiency.

Examples of how to offer improvement suggestions:

  • "I've noticed that our current project management tool isn't as effective for tracking deadlines. Could we explore other options that might be more user-friendly?"
  • "It seems like our weekly meetings run over time. Maybe we could create a more focused agenda to keep things on track?"
  • "I think we could improve our client feedback process by implementing a more structured follow-up system. This could help us address issues more promptly."
  • "It might be beneficial to have a shared document for team updates so everyone is on the same page. What do you think?"

(5) Compile a High-Level Status Report

To streamline the discussion, team members can prepare a brief status report summarizing their current projects, tasks, and deadlines.

This overview helps keep the meeting focused and allows for quick navigation through the agenda points.

What to Discuss at a Touchpoint Meeting

Touchpoint meetings are crucial to maintain clear communication and ensure alignment within your team. Here’s a streamlined guide on what to include in your touchpoint meeting to make it both engaging and productive:

Building Rapport and Setting the Tone

  • Start with a Warm Greeting: Depending on the time, open with a cheerful "Good morning" or "Good afternoon" to set a positive tone.
  • Engage in Light Conversation: Briefly touch on non-work-related topics or inquire about a team member's interest or recent activities to foster a relaxed atmosphere.
  • Solicit Opinions on Various Topics: Show appreciation for your team members' perspectives by inviting them to share their thoughts on different work-related issues, not just those directly related to current projects.

Core Discussion Points & Agenda Items

  • Recognize Team Efforts: Highlight the achievements of team members who may not be present, underscoring the collaborative nature of your projects.
  • Check in Personally (removed the hyphen): Ask about their day or general well-being to gauge if there’s a need to adjust their workload or provide additional support.
  • Coordination Needs: Discuss any dependencies or collaborations with other team members, ensuring that everyone is contributing as expected.
  • Project Updates: Review the progress of ongoing projects, discussing any challenges faced and strategies to overcome them.
  • Upcoming Deadlines and Priorities: Clarify imminent deadlines and rearrange priorities if necessary to meet project timelines efficiently.
  • Workload Management: Reflect on the current distribution of tasks and explore ways to optimize workload management.

Feedback and Development

  • Performance Feedback: Dedicate time to discuss the team member’s recent performance, celebrating successes and identifying any areas for improvement.
  • Career Development: Discuss potential growth opportunities and ways the organization can support their career aspirations.
  • Managerial Support: Offer feedback on how you can better support their efforts and improve the working environment.

Concluding with Clear Action Items

  • Summarize Key Points: Recap the discussion to ensure mutual understanding and agreement.
  • Set Actionable Goals: Define clear, achievable goals and next steps before the next touchpoint meeting.

4 Best Practices for Touchpoint Meeting Followup

Effective follow-up is key to maximizing the impact of an effective touch point meeting.

Here are four streamlined practices to ensure lasting results:

  1. Document and Share Key Points: Quickly summarize and share the discussion points, decisions, and unresolved issues with all who attend touch point meetings to keep everyone on the same page. Consider utilizing Wudpecker's AI features for automated meeting notes.
  2. Assign Actions and Set Deadlines: Assign each action item to specific team members with clear deadlines to promote accountability and progress.
  3. Establish Regular Check-Ins: Regularly check the progress of action items and discuss new developments to maintain focus and drive continuous improvement.
  4. Feedback and Recognition: Offer timely feedback on achievements and recognize individual contributions to boost morale and encourage ongoing engagement.


Touchpoint meetings are essential for effective team management. They align goals, clarify expectations, and foster open communication. You can significantly improve team dynamics and project outcomes by following best practices for preparing, conducting, and following up on meetings.

Remember, the success of touchpoint meetings hinges not just on the discussions held but also on the actionable steps taken afterward. Implement these strategies to turn every touchpoint meeting into a productive and positive experience that drives your team forward.


What Is the Purpose of Touchpoint?

A touchpoint fosters better communication and alignment between parties, such as managers and their teams or businesses and their customers. For managers, it's a way to align on goals, provide feedback, and ensure everyone is on the same page.

For businesses, touchpoints enhance customer experiences, improve satisfaction, and build stronger brand connections by meeting customer needs effectively at various stages of their journey.

What Is the Difference Between a Checkpoint and a Touchpoint Meeting?

A checkpoint and a touchpoint meeting both serve to monitor progress and align teams or individuals with strategic goals.

However, their focus and application often differ:


  • Typically refers to a predefined point within a project timeline where the status is reviewed against planned objectives.
  • Checkpoints are more formal and often used to ensure that a project is on track to meet deadlines and compliance standards.
  • They are crucial in project management for validating the completion of key phases and making go/no-go decisions.

Touchpoint Meeting:

  • Generally less formal and more frequent than checkpoints.
  • Focuses on continuous communication and feedback, often between managers and their teams.
  • Aims to discuss ongoing projects, resolve issues, and ensure alignment with short-term objectives.
  • Offers a platform for open dialogue and support rather than strict compliance checking.

In essence, while checkpoints are milestone-based reviews critical for project governance, touchpoint meetings are regular interactions intended to guide and support ongoing activities and team dynamics.

Who Should Attend Touchpoint Meetings?

The ideal participants for your touchpoint meetings are core team members directly involved in the project, as well as any relevant stakeholders who need to be kept in the loop.  Keep the group focused and avoid inviting individuals who wouldn't directly contribute to the discussion.

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