How Can I Effectively Prepare For A Touch Point Meeting?


Table of Contents


Table of Contents

Touch point meetings are an important part of any project, as they provide a platform for team members to discuss progress and address issues. Preparing effectively for these meetings is essential in order to ensure that the meeting remains focused and productive. In this blog post, we will explore how you can prepare for touch point meetings by setting objectives, creating agendas, inviting relevant participants, reviewing background information and previous notes, preparing materials ahead of time, establishing ground rules and timekeeping measures during the meeting itself; documenting decisions made; assigning action items; following up after the meeting has concluded; and more. Read on to learn about all these steps in detail.

How Can I Effectively Prepare For A Touch Point Meeting: Step-by-step Guide

1. Set Objectives for the Meeting

Clear objectives ensure that the meeting remains focused and productive.

Begin by identifying the main purpose of the touch point meeting. This could involve discussing project updates, addressing specific issues, or brainstorming ideas. List out the key objectives and prioritize them to ensure that the most important topics are addressed first.

2. Create a Detailed Agenda

A well-organized agenda keeps the meeting on track and ensures that all relevant topics are discussed.

For each objective identified, create a detailed agenda that outlines the items to be discussed. Using the priorities as a guide, allocate appropriate time slots for each item to ensure that sufficient time is spent on key topics. Share the agenda with all attendees ahead of time to allow them to adequately prepare for the meeting.

3. Invite Relevant Participants

The presence and input from relevant attendees are crucial for a productive meeting.

Identify the individuals who need to be present at the meeting, based on their involvement in the project, expertise, or decision-making capabilities. Ensure that all key participants are invited in advance and have confirmed their attendance.

4. Review Background Information and Previous Meeting Notes

Being familiar with the project’s history and progress allows you to efficiently facilitate the meeting.

Review previous touch point meeting notes, as well as any relevant project documentation, to gain a comprehensive understanding of the project’s progress, successes, and challenges. This information will help you facilitate discussions, answer questions, and lead the meeting more effectively.

5. Prepare Meeting Materials

Having necessary materials and resources readily available keeps the meeting flowing smoothly.

Compile any necessary documents, presentations, or supporting materials attendees will need to effectively participate in the meeting. Distribute these materials to the participants before the meeting to give them ample time to review and prepare.

6. Set Ground Rules and Timekeeping Measures

Structured meetings with established norms promote effective communication and efficient use of time.

Define ground rules for the meeting, such as limiting interruptions, keeping discussions on topic, and turning off devices to minimize distractions. Additionally, assign a timekeeper to monitor the time and keep the meeting on track according to the agenda.

7. Establish a System for Recording Decisions and Action Items

Documenting decisions and assigned tasks aids in follow-up and maintaining accountability.

Assign someone to take notes during the meeting, focusing on decisions made and action items for team members. These notes should be distributed to attendees shortly after the meeting to ensure that everyone is on the same page and tasks are carried out promptly.

8. Prepare for Meeting Follow-Up

Effective follow-up ensures that tasks are completed, and progress continues.

Plan how to follow up with attendees after the meeting. This may involve sending a summary email, scheduling one-on-one discussions, or setting deadlines for assigned tasks. Effective follow-up helps to maintain momentum and ensure that the meeting’s objectives are achieved.


By following the steps outlined above, you can effectively prepare for a touch point meeting and ensure that it is productive. Setting objectives, creating an agenda, inviting relevant participants, reviewing background information and previous notes, preparing materials in advance of the meeting, establishing ground rules and timekeeping measures during the meeting itself as well as recording decisions made and action items assigned are all important components to consider when planning a successful touch point session. Additionally, follow-up after the meeting is essential to maintain momentum towards achieving its goals. With careful preparation beforehand and effective follow-up afterwards your team will be able to make progress on their projects with ease.


The main objective of a touch point meeting is to ensure regular communication and alignment about ongoing projects, updates, or issues among team members or between departments, stakeholders and clients.
To effectively prepare for a touch point meeting, create an agenda that outlines the key topics and discussion points. Share this agenda with all invitees in advance, and ask them to provide any additional items they’d like to discuss.
Allocate specific timeframes to each agenda item, and share this information with participants beforehand. During the meeting, use a timer and strictly adhere to the allocated time limits to maintain efficiency and keep the meeting on track.
In order to tackle issues or challenges effectively, provide a brief background on each agenda item and outline the current known challenges in advance. This allows participants to arrive informed and prepared, facilitating efficient problem-solving.
To ensure clarity and follow-up, designate someone to take meeting minutes, capturing key discussion points, decisions, and action items. Distribute the minutes to all attendees after the meeting, and set deadlines for action items to facilitate accountability and progress.


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