What Are the Key Points of a Monthly Touch Base?

Review Past Month’s Achievements

Start by reflecting on what’s been accomplished over the last month. What key projects or milestones were completed successfully? Highlight achievements that align with team or company goals. Specific wins help motivate employees by recognizing their hard work and providing a clear picture of progress.

Update on Current Projects

Discuss the status of ongoing projects. Are they on schedule or experiencing delays? Are resources being allocated effectively? This section should focus on progress, roadblocks, and any adjustments needed to keep projects moving in the right direction.

Priorities for the Next Month

Shift focus to upcoming work. What projects need to be wrapped up, and what new initiatives will start? Establish deadlines, assign ownership, and ensure priorities are aligned with strategic goals. This makes sure the team can coordinate effectively and handle potential challenges.

Identify Resource Requirements

Does the team have what they need to meet these priorities? Discuss any required training, equipment, or personnel support. Addressing resource needs proactively minimizes delays and helps the team reach targets more efficiently.

Address Individual Goals

Touch base meetings provide an excellent opportunity to discuss career development and personal goals. Has an employee mastered a new skill or completed training? Support long-term aspirations like taking on new responsibilities, pursuing promotions, or gaining specialized certifications.

Find more tips and strategies for effective monthly touch base meetings that keep your team aligned.

Constructive Feedback and Recognition

Wrap up by offering constructive feedback and recognizing notable performance. Provide positive reinforcement for exceptional contributions, while offering actionable suggestions to help with improvements. Recognition builds morale, and practical advice gives employees a clear path forward.