How to create a project kickoff meeting agenda template
How to create a project kickoff meeting agenda template

A project kickoff meeting is one of the most important meetings in a project life cycle. It provides a chance to make early decisions regarding project deliverables. Obviously, all the meetings are important but a kickoff meeting affects the success of the project directly. Because it helps to set the tone, common goals and the vision to complete the project successfully. Therefore you and your project team need to be prepared, focused and informed before to discuss critical issues with the key project stakeholders. All the participants are excited to discuss the base elements of the project at the beginning, and they are paying close attention to each and every word said during the meeting. So you need to create a kickoff meeting agenda template to help you to cover all the critical points of the project before to start.

What Should be Covered in a Project Kickoff Meeting Agenda Template?



One of the best practices to start your project in the right way is to create a solid agenda and discuss the critical information that your project team will need. Here below are a few basic elements that should be included in a project kickoff meeting agenda template in order to bring up the meeting success.

  • Introductions

Introductions is the first section of a project kickoff meeting template. A project may involve multiple companies, business units as well as clients. At the beginning of the kickoff meeting, it is a good idea to introduce people to avoid confusion and create a collaborative environment. Note that this is the first meeting that everyone involved.

  • Project Background and Purpose

At the beginning of the kickoff meeting, some of the participants may not be familiar with the project. There may be new team members or executive stakeholders who are learning about the project for the first time. Therefore, you need to provide a piece of general information regarding the project background and purpose. Using a chart or a visual timeline will helo you to keep this section at an optimum level without losing a lot of time.

  • Project Goals, Objectives, Scope and Deliverables

Summarize the project goals, objectives, scope and deliverables at a high-level. Make sure that every participant understands the project scope and key milestones.

  • Roles and Responsibilities

After discussing the scope and key project deliverables, allow team members to briefly introduce themselves and their roles and responsibilities on the project. So that everybody understands who is responsible for what and the team members understand what is expected from them. This part of the kickoff meeting agenda template is also very important to understand the responsibilities of each participant.



Provide a high-level project plan to talk about the deadline and the duration of major project deliverables. A kickoff meeting is not the right place to discuss the project schedule in detail. However, providing general information regarding the key milestone dates and the completion date of each major phase or deliverable will help everybody to have a general insight on the project timeline. Note that a high-level project plan is one of the most important sections of a project kickoff meeting template.

  • Communications Plan Expectations

Provide some information regarding communication channels, meeting schedules and the methods for communication.

  • Questions

Before to close up the meeting, run a question and answer session. It can be helpful for everybody to understand the plan and deliverables at a high level.

A Project Kickoff Meeting Agenda Template



A project kickoff meeting has four main objectives which are below;

  • Provides an executive overview
  • Allows team members to introduce themselves
  • Shows how the team will work together
  • Communicates the project expectations

Here below you can find a project kickoff meeting agenda template to help you to create your own by adding and removing sections considering your projects requirements.

Kickoff Meeting Agenda Template

General Information

Project:
Date:
Time:

Attendees

NameDepartment

Role 

   
   

Kickoff Meeting Agenda

Agenda Item

OwnerDiscussion Points

Recommended Duration

Introductions

 

Introduce and welcome participants5 min
Meeting GoalsCommunicate the meeting goals5 min
Project Background and PurposeProvide a project overview at a high level.

Describe the project vision.

Provide information regarding the project background and purpose

5-10 min
Project Goals and ObjectivesDiscuss major project deliverables, goals and objectives.5 min
Ground RulesDiscuss the project ground rules5 min
Roles and ResponsibilitiesAllow the team members to introduce themselves and their roles and their roles and responsibilities5-10 min
High-Level PlanAt this part of the kickoff meeting, review the high level project plan and discuss the major project milestones and important dates.5-10 min
Next StepsDiscuss the plan and timeframe for the next steps of the project5 min
Communications Plan ExpectationsDiscuss the communications plan and, types of communications and meeting schedule.5 min
Issue Management and ResolutionDiscuss the important issues, risks, and methods to deal with them.5  min
QuestionsRun a question and answer session to ensure everybody understands the project objectives.15  min
CloseClose up the meeting1-2 min

 

Summary



A project’s kickoff meeting is like turning the page to a new project. It shows how the team will work together to bring up the project to success. Assume that all the team members, key project stakeholders, clients are ready to discuss the basic items today. It is critical to have a well organized and informative meeting to address critical issues and priorities. So, create a project kickoff meeting agenda to guide discussions and cover all the critical points of the project. In this article, we shared a project kickoff meeting agenda template to help you to create your own by adding and removing sections considering your projects requirements.

Further Reading

See Also

Smart Objectives

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