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Kickoff Meeting

Kickoff meeting presentation, free google slides theme and powerpoint template.

When it comes to a project, getting off to a good start is very important. For this reason, the first meeting or kick-off meeting of the boss with his workers to present and organize the project must have everything to lead the project and the company itself to success. Prepare your kick-off meeting with this Google Slides and PowerPoint template. The style you'll find among the slides is very modern, with colorful geometric shapes. In addition, we have included the key sections that will make your project and success synonymous.

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• 100% editable and easy to modify
• 26 different slides to impress your audience
• Available in five colors: gray, blue, green, pink and yellow
• Contains easy-to-edit graphics such as graphs, maps, tables, timelines and mockups
• Includes 500+ icons and Flaticon’s extension for customizing your slides
• Designed to be used in Google Slides and Microsoft PowerPoint
• 16:9 widescreen format suitable for all types of screens
• Includes information about fonts, colors, and credits of the free resources used

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Free Project Kickoff Templates and Checklists

By Kate Eby | August 23, 2021

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We’ve collected the top project kickoff templates to help ensure a successful project launch. Download free kickoff checklists, meeting templates, and other planning and presentation tools in a variety of formats.

Included on this page, you’ll find a pre-project kickoff checklist , a kickoff meeting agenda template , a kickoff presentation template and an email announcement . You’ll also get access to our in-depth guide to project kickoffs .

Pre-Project Kickoff Checklist Template

Use this pre-project kickoff checklist to prep a project and support a successful kickoff meeting. The template includes example steps for project managers to follow, from reviewing the project charter and confirming project funding to preparing a communications plan and addressing meeting logistics. This simple checklist template helps you with organization and accountability, and it provides an easy way to track important details. Edit the sample text to create a customized kickoff checklist for your project.

Download Pre-Project Kickoff Checklist Template

Microsoft Word | Google Docs

Project Kickoff Meeting Checklist

This project kickoff meeting template provides a list of tasks that you need to complete during the meeting. Use the template as an example outline to create your own kickoff checklist. Include key topics, questions, and tasks, such as assigning meeting roles and defining ground rules. Some project managers also include checklist items related to building team morale as a reminder to encourage enthusiasm for the upcoming project.

Download Project Kickoff Meeting Checklist

Kickoff Meeting Minutes Template

Download Kickoff Meeting Minutes Template

Microsoft Word | Smartsheet

Record meeting minutes and document attendance with this project kickoff template. The template includes sections for a list of agenda items (and the time allotment for each), action items with due dates, and follow-up plans for additional meetings. Example agenda items include an introduction, meeting rules, project objectives, roles and responsibilities, and potential issues. List the team member responsible for meeting minutes at the top of the template along with the location, date, and time.

Project Kickoff Meeting Agenda Template

Use this project kickoff agenda template to create a detailed meeting plan. The agenda is separated into sections with rows for subtopics, and each agenda item shows the estimated time required to keep meetings on track. In addition, you can document meeting attendees along with their project roles and contact information. The agenda includes sections for questions and next steps, with lines to add action items, assigned owners, and follow-up dates. Modify the template to create a customized kickoff agenda for your project.

Download Project Kickoff Meeting Agenda Template

Microsoft Word | Google Docs | Smartsheet

Project Kickoff Presentation Template

Download Project Kickoff Presentation Template

Microsoft PowerPoint | Google Slides

Put together an effective presentation with this project kickoff deck template. The template includes slides for a project overview, approach and methodology, a RACI matrix for roles and responsibilities, communication requirements, risk management, and next steps. A roadmap timeline slide illustrates the project schedule with color-coded project phases and key milestones. The template provides a mix of visual and text elements to keep audience members engaged.

Project Kickoff Whiteboard Template

This template is formatted like a whiteboard that you can use during a project kickoff meeting. Add topics and questions to each section on the board, such as project background, objectives, scope, roles and responsibilities, timeline, communications, and action items. Edit and add notes to each area as the meeting progresses. In addition to facilitating kickoff meetings, use this template for brainstorming sessions, project planning, or organizing tasks.

Download Project Kickoff Whiteboard Template

Kickoff Announcement Email Template

Download Kickoff Announcement Email Template — Microsoft Word

Use this internal project kickoff meeting template as a basic guide for creating your own email invitation. Keep the message brief, and cover the primary meeting objectives, as well as the date, time, and location. Attach the meeting agenda so that all attendees can review the meeting plan and formulate questions in advance. This initial email serves as a formal project announcement and an opportunity to generate enthusiasm among team members. If you are planning a kickoff meeting with external clients, modify the message to include any items that the client needs to prepare or questions that they need to address before the meeting.

Kickoff Project Timeline Template

Create a high-level project timeline with milestones to use as part of a kickoff presentation or meeting. Highlight project phases and key milestones to help the project team understand the delivery time frame. The template offers a monthly timeline with a clean design, which makes it easy for you to view the project schedule without getting bogged down by details. This simple template assists with project planning, tracking, and communicating with stakeholders.

Download Kickoff Project Timeline Template

Microsoft Excel | Smartsheet

What Is a Project Kickoff?

A project kickoff occurs at the end of project planning, but before work begins. It is often the first opportunity for stakeholders and team members to establish shared expectations, ask questions, and discuss solutions related to project outcomes and milestones. 

You may hold a kickoff meeting for internal stakeholders and team members only, or you may include clients or consultants. In either case, the kickoff meeting provides a forum for the team to define project purpose and scope, confirm roles and responsibilities, finalize the project timeline, and establish communication methods. It is also an opportunity to set the tone for the project and start building team confidence and cohesion. 

Get expert tips and learn more about project kickoff meetings — including what are Agile kickoffs, which steps to include, and how to plan and carry out a successful kickoff — in our essential project kickoff guide.

What Is a Project Kickoff Template?

A project kickoff template helps ensure that you cover all the information people need to work effectively and understand what constitutes project success. A kickoff template can be a preparation checklist, a meeting agenda outline, a presentation template, or an email announcement. 

Kickoff templates are designed to save project managers time and avoid overlooked details.

Get the Most Out of your Project Kickoff with Smartsheet for Project Management

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The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed.

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10 Project Kickoff Templates for Meetings in Docs & PPT

Praburam Srinivasan

Growth Marketing Manager

April 3, 2024

There are times in life and business when making a decision without a second thought is the best course of action. Still, when it comes to projects, starting with a strong foundation often leads to better outcomes. Project kickoff meetings with other project-related discussions offer significant advantages to your team as they establish the framework for the project timeline and goals.

Stay with us as we examine the crucial elements of the top 10 project kickoff templates and show you how to use their potential. These templates will come in handy for laying the bedrock for success throughout different project phases. 🚀

What is a Project Kickoff Template?

What makes a good project kickoff template, 1. clickup project kickoff template, 2. clickup project implementation plan template, 3. clickup example project plan template, 4. clickup high-level project plan template, 5. clickup planning a project template, 6. clickup meeting agenda template, 7. clickup project deliverables template, 8. clickup statement of work template, 9. powerpoint project kickoff meeting agenda template by slideteam, 10. powerpoint corporate project kickoff template by slideteam.

A project kickoff template provides project managers and their teams a structured framework that fosters alignment and clarity during and after a project launch. By incorporating several important elements, this tool plays a pivotal role in supporting seamless processes, including:

• Defining expectations : It establishes a clear understanding of project goals , scope, and success criteria from the get-go, preventing misunderstandings and misalignments down the road
• Outlining crucial steps : Within the template, a well-structured roadmap delineates the sequential steps and phases of the project. It offers a strategic perspective, ensuring that tasks are organized logically and in alignment with the project’s overarching vision
• Identifying task owners : The template simplifies the assignment of specific tasks to respective team members, ensuring that ownership is clearly established

A good project kickoff template should encapsulate essential information, establish clear expectations, and foster effective communication among team members. Here are key features to look for:

• Clear objectives and scope : Outlining the project’s objectives and parameters allows team members to share a common understanding
• Roles and responsibilities : Determining clear roles and responsibilities before the project begins ensures accountability and eliminates confusion regarding who is in charge of each task
• Project timeline : Including significant checkpoints and due dates offers a visual map that helps the team monitor project development and adhere to the schedule
• Communication plan : Setting steady communication channels for prompt updates, involving all stakeholders promotes smooth information flow and collaboration
• Risk assessment and mitigation : Identifying potential risks and mitigation strategies prepares the team for challenges and enables proactive problem-solving

10 Project Kickoff Templates to Use in 2024

You are prepared to begin a new project, and now is the time to meet with your team to discuss how to carry it out effectively. All participants should leave the project kickoff meeting with a clear understanding of the project’s scope and the deliverables required for its successful completion. So, you need a project kickoff template to ensure the initial session is productive.

With so many options on the market, how do you choose the right one? Check out our recommendations for the best templates to launch your project successfully! 🔝

Any project’s success depends on the success of the kickoff meeting. It provides a framework for setting expectations, discussing roles, assigning tasks, and understanding project schedules. The importance of these meetings highlights the need for effective tools to prepare for the session. ClickUp’s Project Kickoff Template does exactly that by speeding up the planning process. 

This template helps you organize and manage important project meetings . It includes custom statuses, fields, and views for better tracking. With features like comment reactions, nested subtasks, and multiple assignees, you’ll have more flexibility and control over how you manage your project meetings.

With the help of this template, you can:

• Precisely convey project objectives 
• Define attainable goals and timelines
• Maintain methodical planning and alignment throughout the project’s lifecycle ♻️

By using this template, you can easily assign roles and responsibilities to team members and clearly state the project’s objectives and goals to foster a shared vision. You can then carefully document important decisions and action items , keeping a methodically organized and forward-moving project direction. This comprehensive integration of crucial elements opens a clear path to success, enhancing the efficacy of your project management initiatives.

Crafting an adept project implementation plan helps define the project scope, establish precise timelines, outline deliverables, and more. ClickUp’s Project Implementation Plan Template makes it easier to monitor a project’s development with Custom Statuses , Custom Fields , Custom Views , and Project Management . 

Using this template, you can seamlessly devise a comprehensive scheme that spans from project initiation to its culmination. Visualizing essential tasks, deadlines, and interdependencies becomes effortless within this singular, organized hub. The transparency enables real-time monitoring of progress and resource adaptation for a seamless execution process. ⏳

In order to guarantee the project’s timely completion, this template assists in supervising essential elements like resource allocation, budget planning, and timeline coordination. Consider these six steps to create a strong project implementation plan with this ClickUp template :

• Collaborate on creating a shared Doc in ClickUp to ensure the team’s understanding of project goals
• Use the Gantt Chart feature to visually outline the project’s timeline and track progress
• Assign tasks using ClickUp to ensure team members understand their responsibilities
• Leverage ClickUp’s custom fields to input and oversee budget details and expenditures
• Strategize against potential risks and devise preparatory measures using Board View
• Facilitate progress check-ins and stay within the timeline by configuring recurring tasks in ClickUp

It can be difficult to navigate the complexities of project planning, and the solution lies in a seamlessly adaptable template that streamlines the process, fostering efficiency and transparency. ClickUp’s Example Project Plan Template combines all essential planning elements in a single platform . 

You can create detailed plans with intuitive visual aids that improve overall comprehension, effectively arrange tasks, encourage smooth communication across multifaceted teams, and track progress against predetermined objectives, ensuring the project gets completed on schedule.

With this template, creating a clear timetable becomes a breeze. You can map out tasks and important milestones with ease, ensuring your project stays on track. The template also helps you identify task relationships so you can plan more effectively and avoid disruptions . Once you share this detailed plan with your team, it brings everyone on the same page, promoting agreement and better understanding among team members. 👥

Whether a small project or a big venture, ClickUp’s High-Level Project Plan Template makes planning and managing any enterprise easier, regardless of its scope or complexity.

It lets you:

• Create a big-picture view of your project
• Organize tasks and deadlines for each project phase
• Set clear goals for your team at every stage 🎯

Using this template entails fantastic perks: 

• You’ll get a clear view of your project’s progress
• It helps you plan ahead with a straightforward timeline
• Everyone works better together because the responsibilities and assignments are visible to all team members
• You can set achievable goals that keep your team motivated and on track
• Keeping track of project progress and indicating task statuses like Deployed , In Progress , and To Do 
• You can use five custom characteristics, including Copy Stage , Approver , Project Team , Completion , and Design Stage, to preserve important project information and see progress
• Five distinct views in various ClickUp configurations, such as the Deliverables List , Copywriter Board , Graphic Designer Board , Timeline , and Getting Started Guide , make all the information accessible and arranged

Project templates are invaluable for saving time and resources during planning . They provide a structured foundation, ensuring all vital steps are incorporated into the plan and fostering clear communication among team members and stakeholders. 

This approach empowers teams to focus on the core project intricacies. ClickUp Planning a Project Template is your ally in streamlining project management . It guides you through each project stage, enabling you to grasp the project core, tailor plans to your needs, organize tasks effectively, and align team members for seamless execution.

Let’s see how you can make the most of this template:

• Use the Project Schedule View to plan when tasks should be done
• Assign tasks in the Team Members View and track progress
• Visualize the progress with the Status Board View
• Stay organized using the Task List View for tracking
• Access the Getting Started Guide View for help
• Sort tasks into statuses ( Complete, Stuck, To Do, In Progress ) for monitoring
• Keep stakeholders updated by changing statuses as tasks move forward
• Monitor and analyze tasks for maximum productivity 🔍

Meetings hold the potential to boost collaboration and productivity, yet without a clear plan, they can become a waste of time. ClickUp’s Meeting Agenda Template steps in as your meeting ally, ensuring that every gathering is purposeful and efficient. This template helps you:

• Outline meeting topics, objectives, and goals
• Break down tasks and action items for clarity
• Assign responsibilities to team members

The beauty of it lies in its versatility. It’s suitable for any type of meeting or event.

ClickUp’s Meeting Agenda Template ensures that every discussion topic is given proper attention, leaving no subject overlooked. It provides participants with a thorough overview of the meeting’s key points , assisting in effective preparation. The meeting also gets a sense of structure and order, which significantly increases its overall effectiveness.

Most importantly, an agenda template promotes active participation from all attendees , leading to more interesting and fruitful discussions. ✨

The main objective of project, resource, and operations managers is to ensure that projects follow schedules and produce successful results. No matter how carefully a project is planned, timely completion with positive results can be challenging.

ClickUp’s Project Deliverables Template defines project phases and milestones comprehensively to offer a clear picture of each team member’s role and set attainable deadlines. Each deliverable, whether a task, product, or service, gets its timeline, associated responsibilities, and anticipated outcomes. The template extends its value to encompass budget allocation , essential milestones, and a contingency strategy should challenges arise.

Having these components at your disposal empowers you to ensure accountability in your team, enabling meeting deadlines and achieving successful outcomes.

The Project Deliverables Template elevates project management by aligning expectations, managing resources, and steering projects in the right direction . 🏆

When it comes to efficient project management, having a well-crafted Statement of Work (SOW) is a game-changer. The SOW outlines project goals, timelines, and deliverables, creating a shared understanding between your company and clients or contractors. 

ClickUp’s Statement of Work Template helps you effortlessly create a comprehensive SOW , define project specifics with precision, and keep all stakeholders aligned throughout the project journey.

The project’s scope and each participant’s role are clearly laid out, setting realistic expectations. It also determines a clear timeline regarding the completion, which helps with planning. By making responsibilities clear from the beginning, you can avoid misunderstandings among team members. Most importantly, it helps lower the chances of things going off track or not getting done right, which makes the whole project more likely to succeed.

You can take advantage of this template by:

• Creating tasks and assigning them to team members
• Using Goals to gauge and monitor progress toward objectives
• Employing the Gantt Chart to craft deliverable timelines, ensuring punctual completion
• Leveraging Milestones for tracking progress and setting payment deadlines 🚩

With ClickUp’s Statement of Work Template, you can ensure projects are completed on time, within budget, and with the desired outcomes.

The comprehensive PowerPoint Project Kickoff Meeting Agenda Template by SlideTeam is a robust collection of 23 slides designed to facilitate the initiation of new projects . The deck encompasses vital elements such as project description and scope, core team details, project management team composition, rapid communication plan (RACI), project management cycle, work breakdown structure, project cost estimate, Gantt chart , communication plan, and tracking plan, among others.

This template empowers users to effortlessly build a presentation that covers all aspects of launching a new project. Its versatile nature allows easy customization of every element, ensuring presentations can be customized quickly to specific project requirements.

The template expands its usefulness to project agenda presentations , making it easier to communicate the project core, methodology, and organizational structure. It helps in outlining milestones, the project’s history, its business requirements, and its importance to stakeholders and the company. 💼

Essentially, this template acts as a complete toolkit for project managers and teams , enabling them to clearly communicate project details, involve stakeholders, and prepare for productive meetings. 

If you want to streamline your corporate planning efforts, the PowerPoint Corporate Project Kickoff Template by SlideTeam can help you with it. This presentation template comes with two pre-designed slides that seamlessly integrate into any presentation format, allowing you to make the most of your valuable time. The pre-made slides are a simple way to organize the agenda for your project kickoff meeting.

With this template, you can effortlessly polish your presentation, engage your audience, and ensure a successful corporate planning kickoff. This presentation covers all key components of a project kickoff meeting agenda designed for corporate planning.

It seamlessly opens in PowerPoint , offering you the flexibility to tailor it to your exact requirements. Easily eliminate any unnecessary text and replace it with your desired content. Modify colors and adjust layouts in a few clicks. 🙌

Your Project Kickoff Toolkit for Seamless Starts

Planning complex projects requires thorough preparation and close collaboration with your team members and clients. These templates provide the complete toolkit for team leaders organizing a project launch or kickoff meeting. By leveraging these tools, you can set clear objectives, boost effective teamwork, and reach positive results, regardless of your project’s scope and demands. 💫

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FigJam Set off on the right foot with a project kickoff template

Introduce your stakeholders and team members to the next chapter in your organization’s story—including goals, responsibilities, milestones, and more—with a project kickoff presentation template.

Project kickoff template

Gather your teammates and let them know exactly what deliverables to expect on the road ahead, all in one convenient digital meeting space.

Stay organized, get connected

A well-planned, and successful project kickoff meeting can help establish an overall tone and work ethic for your next big endeavor. Organize, encourage, and inform your team with a FigJam template for maximum impact.

Align and define: Ensure that your project plan and goals are clearly spelled out and aligned with your organization’s core tenets.

Call roll: Map out the expectations and assignments for each individual on your team.

Build bridges: Efficiently strategize with an interdisciplinary group of collaborators.

FigJam Stop wondering and wandering

Don’t kick off until your team members are all lined up. It’s easy to solicit feedback and suggestions using integrated widgets like stamps and emotes. Plus, plan your next few plays with built-in Timeline and Calendar tools. FigJam makes it easy to cheer each other on, even when you’re in different timezones.

Kickoff is just the beginning

Coordinate your meetings with your entire team in mind. Then play the rest of your game in perfect sync, using templates from the Community to help you score.

Goal tracker

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Team charter

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What is a project kickoff meeting?

A project kickoff meeting is the initial gathering of leaders, team members, and clients or stakeholders involved in a particular endeavor. Everyone in attendance should leave with an understanding of the project as a whole, the goals they’re collectively striving toward, and their individual responsibilities moving forward.

What should a project kick off meeting include?

The contents of any given effective kickoff meeting will vary. The needs of individual teams, the end goal, the size of the project—all of these factors will affect what happens in the project kickoff meeting. There are, however, a few things that should always be touched on, no matter the setting:

Introduce your attendees to one another. Even if they’ve met before, an official greeting and intro of their specific role on this project will give everyone a chance to be seen and heard.

Review previous progress on the project.

Clearly define the end goals of your next stretch.

Cover each participant’s responsibilities and assign teams.

Give an overview of your projected timeline.

Answer questions and ensure that communication channels are clear and open.

To this end, a project kickoff meeting agenda template is extremely helpful when you’re launching into a new project.

How do you plan a project kickoff?

The best way to plan a project kickoff is by using an editable, adaptable project kickoff presentation template. You can gather with your collaborators, share your thoughts with the group, make easy edits, organize yourselves, and stay that way, all without printing a single page.

With your FigJam template in front of you, the next steps are easy: plan how you’ll present your idea, explain your course of action, execute the steps required, and define success, using insights from every department and key player.

How can I use this kickoff template in my next project?

A project kickoff template is pre-designed to help teams get off to the best possible start. Add this template to the kickoff meeting agenda, and come together as a team to define project goals, assign responsibilities, and align on deadlines.

Using a template also helps save time and makes sure that you cover the most important details for a successful project kickoff meeting. Afterwards, easily refer back to this template to track important talking points, questions, or agenda items that may warrant further discussion in an upcoming project meeting.

Who should attend a project kickoff meeting?

Every project team member should attend the initial kickoff meeting. Set your project up for success by including designers, project managers, and other key stakeholders that will be involved throughout the process. Make sure that every team member that has an assigned task or action item is also included, as well as any stakeholder involved in the decision-making process.

The kickoff meeting should help provide visibility into upcoming deliverables, project roles, and timelines. Everyone should be on the same page at the start to ensure a successful project overall. Follow up with team members as needed to clarify any questions or concerns.

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Project Kick Off Presentation PowerPoint Template

Product Description:

About project kick-off presentation powerpoint template.

The Project Kickoff Meeting PowerPoint template is a ready-to-use presentation slide that can be leveraged to create a presentation for a project kickoff meeting. A kickoff meeting is an initial talk about the project’s agenda between the project team and the clients. To prevent problems during the workflow, all the important project-related issues are covered during this meeting between the parties.

For instance, the project phases, timeframes, next steps, and project highlights are included in this presentation template. To make it easier for you to prepare your kickoff presentations, we have prepared this template that is available for Google Slides and PowerPoint.

Who Can Use This Project Kick-Off Presentation PowerPoint Template?

Project Kick-Off Presentation PowerPoint template can be valuable for project management professionals. Project heads or managers can benefit from this presentation as it outlines the project’s agenda, background, approach, methodologies, and timelines efficiently and professionally. It can also be useful for the project-leading team as well to help understand the project in detail.

When To Use This Project Kick-Off Presentation PowerPoint Template?

The Project Kick-Off Presentation PowerPoint Template can be used by the Project Heads to present their upcoming project to the stakeholders or clients. The Project Managers can also use it to communicate with necessary details of the project with their team members.

Product Features Of Project Kick-Off Presentation PowerPoint Template

How to download project kick-off presentation powerpoint template.

Follow the steps mentioned below to download this Project Kick-Off Presentation PowerPoint Template:

• Click on the “Add to Cart” button and proceed to Checkout.
• Complete the purchase process by providing the necessary information.
• After your purchase is complete, you can find the link to download the product in your order history.
• Download the Project Kick-Off Presentation PowerPoint Template in your preferred format, either PowerPoint or Google Slides.
• Customize the slides with your content, images, and data and present them to your audience.
•   Project KickOff Presentation-4x3  –  $19.99
•   Project KickOff Presentation-16x9  –  $19.99

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Guide to Project Kickoff Meeting [free presentation slides]

Editorial Team

The project life cycle involves several meetings with stakeholders and different parties. The main agendas revolve around issues related to the project, such as the project status, plans, deliverables, and possible changes.

All these meetings have their significance. However, one stands out-the kickoff meeting. In this article, we will look at what project kickoff meetings are, their purposes, when they take place, and any other information you may want to know.

What is a Project Kickoff Meeting?

The project kickoff meeting is the first meeting held by the project stakeholders when flagging a new project or unveiling a new phase. It is usually attended by high-level stakeholders such as the management, project sponsor, project manager, and a few team members.

The inclusion of the team members is to encourage the voicing of opinions. Project kickoff meetings can also occur within the project team and usually involves the project manager and the team members. When conducted between the project team, its primary essence is to allow the project managers to outline the common goals and encourage team building.

A kickoff meeting can act as a tool for motivating the team members to meet the project objectives . It prepares the team members and the client teams on expectations, communication, and project collaboration.

When Does a Project Kickoff Meeting Take Place?

The kickoff meeting takes place at different times in large and small projects. It usually occurs immediately after the initiation phase and is generally attended by all the project team members.

This is usually an opportunity for the team members to get to know each other since they will be meeting for the first time. Generally, smaller projects require only one kickoff meeting. Larger projects have a different approach.

Kickoff meetings for larger projects are normally conducted when the planning is complete and the project is on the verge of execution. Remember that most of these projects have several phases, which may call for kickoff meetings at the beginning of every stage.

Other situations also call for virtual kickoff meetings. If the project is spread across a large geographical area, it would be advisable for the team members to communicate over the internet to save time and money.

What is the Purpose of a Kickoff Meeting?

Every project kickoff meeting must have a purpose. This may differ from meeting to meeting depending on the unique needs of the given project and the project stakeholders. However, project meetings also have an overarching purpose: to set the pace for the project and lay down the framework.

The kickoff meeting plays a vital role in the project management lifecycle and the project initiation process. It gets the project off the ground and officially opens up the project work. The kickoff meeting also acts as a jumping off point for the project team and client team.

Other purposes include:

• Introducing Team Members

Most project team members will be meeting for the first time during the project kickoff meeting. It serves as an opportunity for the stakeholders and team members to interact and know about one another.

• It allows agreeing to work together efficiently.

The best way of agreeing on how to work on a project is through a joint session. Project kickoff meetings bring together project team members and other stakeholders, allowing them to decide how they will work together to realize given project objectives.

Such agreements ensure that once the project kicks off, it will move on efficiently, and any other hiccup can be solved. 

• Creating a mutual understanding

Project kickoff meetings help create a mutual understanding of what a successful project resembles, giving the project team members an idea of what to work for. Every project has its parameters of measuring success, which will be laid down during the meeting.

This meeting can also be used to create a shared understanding of the project background so that the stakeholders and team members deeply understand whatever they are working on. Knowing the project background can also act as a motivating factor.

It offers a chance to get the team, key stakeholders, and the project sponsors on the same page to efficiently execute the projects. It also serves as an opportunity for the agency tasked with delivering the project to get crucial information for the project’s success.

If there is a client involved, the project kickoff meeting can be a chance to instill confidence in the client and reassure them that they have made the best decision in choosing you and your project team. It works for different parties.

Closely related to the purpose of the project kickoff meeting are the objectives. Let’s take a look at these:

Project Kickoff Meeting Objectives

The objectives of the project kickoff meeting are dependent on the project. However, some cut across different projects. Here are some of the specific items that should be done in the project kickoff meeting:

• Agreeing on the project goals and purpose.

The project team members and stakeholders should have a sit-down and agree on the project’s goals and purposes. These should be clearly outlined to help all the parties involved understand what they are working towards.

• Setting groundwork for communication

During the meeting, the leader or project chairman should set the tone for clear communication and teamwork for the entire project duration. This will help in the efficient execution of the project objectives, allowing the team to meet the set timetable.

• Establishing roles and responsibilities

On normal occasions, the project kickoff meeting brings together the project team members for the first time. Therefore, no one should leave the conference without knowing the team’s roles and responsibilities. Everyone should know what is expected of him/ her during the onset of the project.

• Setting deadlines and deliverables

The meeting should be used to set the project timeline, deliverables, and the status update and frequency. Remember, these are things that must be decided on before the real work begins, and there is no better time to do that than during the project kickoff.

 However, it is worth noting that all these may shift during the progression of the project. Therefore, the kickoff meeting should help come up with a baseline for forward propulsion. During the meeting, parties should also discuss the detailed aspects of the project.

Some of the issues to cover include the methodology and the scope of the project. A successful meeting should set the pace and tone for the rest of the project. Therefore, leaders and organizers should ensure that it is done right since it can determine a given project’s success.

How to Conduct a Successful Project Kickoff Meeting

Now that you know the importance of the project kickoff meeting, you should always strive to get it right if you are the project manager or the organizer. The proceedings can either ensure that a given project will be successful or not.

On many occasions, large projects have both internal and external kickoff meetings. The former involves the team members and the management, with its main aim being creating an understanding of the project. The team members are prepared for meeting the client and prevented from making unnecessary inquiries.

The external kickoff meeting takes place once the internal one is done. Here, one gets to understand what is expected in a given project, clear any doubts they may be holding on to, and understand the project’s process.

These are the steps you can follow to conduct a successful kickoff meeting:

• Set the agenda

This is the first thing to consider when organizing such a meeting. The issues to be discussed should be decided on beforehand. While setting the agenda, be sure to include an introductory session. You should introduce the project, its objectives, milestones, assumptions, challenges, and have a question-answer session at the end of the presentation.

Also, ensure that you use presentations to explain your reasoning. The agenda should be sent to the attendees before the meeting is conducted for preparation and active contribution.

• Conducting the meeting

When conducting the meeting, you need to introduce yourself and ask the other attendees to do the same. Once everyone has talked, tender the agenda, explain the meeting objectives, and discuss what needs to be addressed in the meeting.

After that, you can explain the project, its objectives, a brief of the project, and every team member’s roles and responsibilities . You should also discuss the communication and reporting system to be used for the entire project duration. This can cover how to communicate with the stakeholders. Also, set the agenda to be discussed with the client and have a Q& A session.

While conducting the meeting, ensure that you explain the project charter and what it contains. Make sure that you set the expectations such as the leave procedures, work assignments, and even rotation.

Remember to discuss the critical stakeholders, their needs, and roles in the execution of the project. While on this, explain the communication and reporting system. You can specify the communication frequency and the report formats.

The final topic to cover during the meeting is the project. Explain the project to the attendees, its business needs, and why the client and the company need it. It would help if you invited the client when covering this part to make it more personal. However, make sure that the client knows in advance to prevent awkward moments.

You can also discuss any critical risks and challenges that the project may face once it is on track and how to overcome them.

• Close the meeting

A successful meeting does not end at the presentation part. The final piece, which is closing the meeting, should be done in a particular way. End the court meeting with a question-and-answer session and encourage the attendees to clear any doubt.

Also, thank the participants for coming and encourage them to reach out if they need any clarification on the project. Remember that you should prepare the meeting minutes when the meeting ends and send them to the participants and other members who could not attend the meeting.

Project Kickoff Meeting Agenda

One of the main reasons why most project kickoff meetings do not yield any success is that the organizers fail to get the agenda right. To help you come up with good agendas for your session, we have included a few notes for you:

• Introductions – The agenda should give each member time to introduce themselves and outline their role in the project. Also, remember to include a quick icebreaker to get everyone talking.
• Project Background : The agenda should include time for discussing how the project sits with the client’s high-level business strategy. This can also include any other relevant project.
• Briefing : This should be the third thing on your agenda. It should cover the project details, purpose, goals, and the problem that the project aims to address.
• Project success : This agenda deals with what makes a successful project, success measurements, key metrics, and other business parameters.
• Project management : This agenda deals with project management topics such as the plan, timelines, tasks and deliverables, methodology, risks, dependencies, reporting, and other information.
• Any other business : The AOB in the agenda deals with any different relevant topic that can be discussed. It would be best to allow the client’s team to talk about anything that they need to cover in the meeting.
• Next steps :  One of the agendas should be discussing the next steps and action items for the different teams and stakeholders.

The points to be discussed in the meeting should be clear enough and communicated before to save time and ensure project efficiency. The agenda should also be broken down to enhance easier understanding. Attendees should not ask for clarifications of the agenda.

Project Kickoff Meetings Best Practices

Here are some of the practices that will ensure that your project kickoff meeting is successful:

• Sticking to your agenda

An agenda is the most critical tool to keeping any meeting on track. It is more of a creative brief for creative projects. Therefore, to lead a successful discussion, ensure that you develop an agenda and stick to it.

The meeting serves as an opportunity to bring everyone together and on the same page about the project. It can be quite tempting to deviate and focus on trivial issues, which may eat into the meeting time, throwing everything off track.

Therefore, ensure that you stay high-level and ignore the trivial issues. The participants or project manager should stick to the meeting’s main goals, which are the what, why, how, and who. The ‘why’ is usually essential as it offers background information allowing everyone to understand why the project matters to the company at large.

• Define roles and responsibilities

One should explain how all the attendees fit into the project and what is expected from them to help everyone understand whatever they are working on. To ace, this, start by introducing everyone in the project and explain their contribution.

You can also tie the responsibilities to the project deliverables. Defining roles and responsibilities lets teams know who to approach whenever there is a problem, saving time for the project’s efficient execution.

• Ensure that you offer time for questions

The project kickoff meeting should be geared towards enhancing the understanding of the project. Attendees should, therefore, be allowed to seek clarifications on different aspects. The ultimate goal is to get everyone on the same page.

Therefore, project managers should take this time to clear any confusion or answer issues that need clarifications. However, the Q & A session must come at the end. Also, remember to encourage people not to ask questions that can be quickly addressed outside the group meeting to save time.

The questions asked should offer clarity for everyone in attendance. These can range from project goals, processes, and timelines.

• End the meeting with action items

The best way to have a productive meeting is to end it with clear action items. Everyone should leave the room with a clear idea of the next steps. Always strive to complete your session by pointing out given action items for every team and person in the project.

All the participants should come out of the meeting knowing exactly what to do and how to go about the next steps.

• Make a follow-up

Always make sure that you follow up with an email. It is understandable to expect people to take notes during the meeting, but the truth is, not everyone will. Therefore, as the project manager or organizer, you should ensure that you follow up with an email summarizing the proceedings and the necessary action items.

However, this does not mean that you should include all the nitty-gritty. Just cover the main things you feel the participants should have at the back of their minds. Making a follow-up will also give the participants a guide to refer to whenever the need arises.

A project kickoff is not a waste of time. It can ensure project success if done right. It offers a chance for parties to align their expectations and goals and lay down the framework for the project. Ensure that you implement the tips discussed in our article for a successful project kickoff meeting.  

Click  here  to download Project Kick-Off Meeting Presentation Slides Template.

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The Ultimate Guide to Kickoff Meetings

• by Adrian Neumeyer

No meeting is more important when launching a project than the project kick-off meeting. That’s why you should get it right.

In this article we’ll go through all the steps. What a project kick-off is about and how to actually run a good kickoff meeting.

What is a project kickoff meeting?

• Why having a kickoff?
• Who attends a kickoff?
• How does a kickoff typically go?
• The typical agenda
• Preparing your slides
• Project kickoff template
• Tips from senior project managers

The project kickoff meeting is a meeting where the project team is introduced to a project right before it goes into execution. The host is usually the project manager. During the kick off, he will give an overview of the project goal, schedule, project organization, expectations towards team members and other critical information.

There’s usually a labor-intensive phase leading up to the kickoff. The customer, contractor and stakeholders have to find a common project goal. A project charter will be created which outlines the purpose and scope of the project. Then the project has to be properly planned, staffed and the budget has to be approved etc.

(For a complete list of steps to set up a project,  check out the  project kickoff checklist )

Only after all this work has been completed will the project kick off be scheduled.

You can think of a kickoff like of a pre-flight briefing that pilots will do with the crew before they embark on a flight.

Why having a project kickoff?

A project can only be successful if all participants have a common understanding of the project’s purpose, timeline, organization and their responsibilities. The kickoff is the event where all this information is shared with all project team members. It also gives people the opportunity to have their questions answered.

That’s why a kickoff meeting is super important.

Pooja, a program manager from Delhi summarized the value of kickoffs very well:

The kickoff meeting process and agenda ensure everyone is engaged, understands the project goals, scope, and risks, and actively takes responsibility for their roles. There is agreement upon a well defined scope and it helps everyone involved in the project alignement to a goal.

So, a kickoff is much more than just showing a few slides. It’s about creating motivation within the team and getting everyone to take over responsibility.

Skipping the kickoff because you think it’s not necessary will get you into trouble further on. You will find yourself in discussions with people who don’t want to do what you expect them to do.

You will face resistance from team members because they feel having been run over. And within weeks your wonderful project plan will fall apart. Just like a castle built on sand.

Who attends the project kickoff?

The following people should attend the kickoff:

• project manager
• project team
• key stakeholders
• management from both customer (sponsor) and contractor. By contractor I’m referring to the party that is hired to do the actual project work.

No need to explain why the project manager should attend. He’s the one who leads through the meeting. Then there’s the project team, which are staff members who are doing the actual project work. Key stakeholders could be representatives from areas or departments that are either strongly impacted by the project or whose expertise has major influence on the project’s success

(If you are not sure how to find out who your stakeholders are, I strongly encourage you to read my article on stakeholder analysis ).

Examples of important stakeholders could be Legal if your project touches legal issues. It could also be Purchasing in case you’re buying expensive goods as part of the project. It could also be HR if the project has major influence on employees, e.g. if time tracking is introduced.

Next, let’s explore how a kickoff is conducted in the real world.

How does a kickoff meeting typically go?

The cycle of a project kickoff including preparation and the meeting itself can span across several weeks or even months. It all depends on the size of the project.

Here’s the process for preparing and running a kick off:

• Scheduling the meeting – usually several weeks or even months in advance
• Preparing the meeting – creating the slides
• Conducting the meeting  – you are the showmaster
• After the meeting – sharing the presentation with your audience

Schedule the meeting

Large meetings with many participants are always hard to schedule. There are always scheduling conflicts because people have so much on their calendar. That’s why I always schedule the kickoff meeting way ahread of time, like months in advance. This way I can block a slot in everybody’s calendar and I can reserve a suitably sized conference room.

Sent out the meeting invite several weeks or even months before the kickoff date.

All you need to do is send out an Outlook invite with some text like:

‘Hi all, this is the invitation to our project kickoff meeting. Please block this time on your calendar. Attendance is mandatory. The agenda will follow. Regards, John (project manager)’ .

How long should the kick off be? Normally a kick off takes between 1.5 and 2 hours. This number may vary depending on the size of the project and the need for discussions at the end.

What if some folks decline your meeting invitation? Well, you have to accept that some people just don’t have time. They may either be traveling or on vacation. If people have a strong reason why they can’t join, I will schedule a separate mini-kickoff with them to go through the agenda. I want to make sure they still get the same information as the rest of the team.

Video: How to use the Outlook Scheduling Assistant

The Scheduling Assistant   helps you find a time slot that works for most people.

Prepare the meeting

Before you can prepare the kickoff, you need to have your project properly planned and documented. Specifically, you need to have an agreed project goal, a presentable project timeline and a chart showing the project organization.

If you don’t have those documents ready, finish this step first. For many of these documents you’ll find templates on the Internet. Also read my article on defining a project goal . For the timeline, download this project plan template .

Once you got the basic documents complete, it’s time to create the agenda:

The kickoff agenda

Every kickoff has more or less the same agenda. Here’s a good template:

• Introduction – introduce yourself and the team (15 mins)
• Project goal and background  – why was the project started? (20 mins)
• Project scope – what are you going to deliver? (20 mins)
• Project organization – who is going to be involved? (10 mins)
• Timeline – explain your approach on the timeline (20 mins)
• Roles and responsibilities – what are the roles and duties of the team members? (20 mins)
• Teamwork and organizational topics – how is the team going to work together? (10 mins)
• Next steps – what are the next activities on the timeline? (10 mins)
• Q & A – answer questions of the attendees (15 mins)

Preparing the PowerPoint presentation

Next, you have to prepare the PowerPoint slides using the agenda as a basis. I can’t tell you exactly how may slides you should include for each agenda point. Be careful with not overloading people with too much information. Better keep your slides concise and simple without going too much into the details.

People mainly want to know how the project impacts their work, what they have to do, when they are going to be involved, whether they can take their summer vacation etc. On the other hand you want to convey as clearly as possible what you expect from the team. So, create your content around those topics and you will do pretty well.

Here are some tips on what to cover in each section:

1) Project goal and background

Explain why the project was initiated and what it’s supposed to deliver. You may have to dive a bit into history and give context so that people fully understand the project goal. Here are some topics worth talking about, depending on your project:

Organization and business model:  Not everybody will be familiar with the organization and its business model. So it’s interesting for people to hear where the company is coming from, where it has offices, what its customers are and how it is making money.

Project history: Explain what attempts were made in the past to tackle the issue your project is concerned with. Learning from past failures is always helpful. And it’s probably a good idea to clarify what you’re doing differently to avoid project failure  🙂

Urgency: A common objection to projects is: Why do we have to do this now? Why can’t this project wait til next year? Share the reasons why postponing is not an option and why it has to be done now when everybody is so busy.

Project goal:  Of course you need to talk about the actual goal. What does the company expect from this project? And what other objectives does the sponsor hope to achieve as a side effect: financial objectives, sales goals, cost savings and more.

2) Project scope

Next you should talk about the project’s scope.

Project scope is the sum of things a project is going to take care of. This includes project-related tasks (e.g. write a piece of software), specific deliverables (e.g. a training plan) and defined outcomes (e.g. all staff is trained).

For the purpose of a kickoff meeting, you only need to give a high-level overview of the scope. This can be one or two slides with five bullet points each. How do you know what to write about? Think of the major parts your project is delivering. In a construction project this would be setting up a building, doing the plumbing and electrical wiring and so on. This would be the scope. Similarly you list the key scope in the kickoff slides.

At the same time you should list those things that are not in scope. Maybe you set up the building but the client wants to do the flooring and tiling by himself. Or you leave out the lighting setup. So, that would be ‘ out of scope ‘, as we say in project management. The reason why you should mention what is not in scope is you don’t want people to have wrong expectations. This will only backfire later on when somebody asks you ‘ Why isn’t the lighting installed?’ and you say ‘Oh, didn’t we agree this was not in scope?’ .

3) Project organization

In this section you give people an overview of the project team. Who is involved? What departments are on board? Who’s overseeing the project from a management level? These are the kinds of question people have. In the end, people want to know who they have to contact regarding a specific issue. The organizational overview provides the answer.

This can be one slide that shows the project org chart:

Like this template? Click here to see all templates

Generally org charts are a bit more complex than this one, but you get the idea.

4) Timeline

This is the slide that people care about most. Why? First, it gives an idea about how intense the work is going to be. The more work is squeezed into the timeline, the higher the workload. Second, people are keen to see the timeline because they get an idea of how the project impacts their professional and personal schedule.

Some people have planned a long summer vacation. And now your project jeopardizes their plans. Or maybe they have planned business trips and therefore won’t be available to full extent.

Go through the timeline from now til the end and explain the major activities and how they tie together. Also mention any special circumstances that were taken into consideration for the planning. These could be parallel projects, resource gaps, weather conditions or other external factors.

5) Roles and responsibilities

This is THE MOST IMPORTANT set of slides in your whole presentation. Let me explain why.

Here you tell people what you expect from them. What kind of work they have to do, but also how they’re supposed to work together as a team. If this point does not come across and does not fully settle in the minds of your team members, then you will face issues with delegation. People won’t be clear about where their responsibility begins and where it ends. They won’t know what team they have to work with etc. And in the end you’ll be the one sorting out the issues.

That’s why you should take as much time as needed to go through roles and responsibilities. I have a separate article about project roles and responsibilities  in case you don’t know what I’m talking about.

6) Teamwork and organizational topics

On this slide you talk about the modalities of collaboration of the project team. This includes the meeting structure, that is  how often the team is going to meet both onsite or remotely. In the same context, people may want to know whether they have to come to the office every day or if they can work from home.

Other stuff worth mentioning is where people can find and store  project documentation (e.g. in a shared drive), files they have to maintain such as an availability overview and so on. Also, if the project involves traveling, you may want to talk about upcoming business trips and travel regulations or visa requirements.

7) Next steps

The final slide in your project kickoff presentation should highlight the next steps: What are we working starting tomorrow or next week. This is good because that way you can keep the momentum that comes with launching a new project. At the start everybody is still motivated and you want to use this energy to get the first work done. Just have one slide with maybe 4 or 5 bullet points indicating what the team is working on next.

The actual meeting

It’s the big day! You may be a bit nervous before the kickoff but that’s totally normal. Make sure you check if the conference room is ready so you can start the meeting right away. Check if the A/V equipment and beamer are working fine. If you have people joining by phone, dial in a few minutes before to see if the connection is working.

Once you start the meeting, don’t jump right into the hard facts. Instead, give people a warm welcome and tell a funny story or a joke. You want people to relax and open up so that the kickoff becomes a positive and exciting experience for them.

Then, for the next 1 to 1.5 hours all you do is go through the slides. Present your information in an engaging way and always keep eye contact with your audience. You want to see if people are still with you or if you’ve lost them. Make pauses and ask ‘Are there any questions so far?’  You are presenting super important information, so you want to make sure everybody understands what you have to say.

The thing is, people are reluctant to ask questions or state their concerns in a group setting. They are afraid of looking stupid and skip their questions even though something might be unclear. Keep that in mind. What I do is say things like ‘It’s very important that you understand this, so just ask if anything is unclear. I’m happy to answer all your questions.’

Towards the end of the meeting, you start the Q & A session. This is where the team can ask whatever questions they have. It can take anywhere from 10 minutes to one hour. And it’s important to give people this opportunity, because it creates trust and you get the buy-in that’s vital for a successful project.

When there are no more questions you close the meeting. Thank everyone for attending and express your gratitude of working with such a great, high-performing team.

That’s it. Congratulations on your first kickoff!

After the kickoff

There are also a couple of things you need to take care of after the meeting. If you’ve had somebody write the minutes (which is good but not really needed for a kickoff), you need to check those before sending them out. The other, more important step is to share the meeting presentation with all attendees — and also with the people who could not attend.

I also make a comment in my email that anyone who’s got questions should contact me. As I wrote before, people generally feel uncomfortable asking questions in a group. So you can clarify their concerns or questions in a separate 1:1 meeting afterwards.

How to Make Your Kickoff a Success? Watch My Five Top Tips

Project Kickoff Template

You don’t need to create your slides from scratch. I have a simple template for you which you can download here in PPT format. It already has the agenda structure I’ve used in this article! Check out my project kickoff template .

Learn from the best! These senior project managers share their best tips on running project kickoffs

Megan o’malley, senior project manager (pmp) from ohio.

If you surprise people [with your project], they get defensive and feel blind-sided, which is not good.

Being as confident as possible will help keep you on task to lead the team.

Guy Coulson, senior project manager from South Africa

If you let people decide what or how they want something, it often brings better results than dictating how it must happen.

Roy Macaraig – Project Manager Digital Transformation

Do you have any further questions.

Do you have a question?

Have a question about this article? Need some assistance with this topic (or anything else)?  Send it in and I’ll get back to you soon. 

Hi! I’m Adrian, founder of Tactical Project Manager and Ex-Project Manager with over ten years of experience in project management. Led large-scale IT implementations and business projects. I started Tactical Project Manager to offer you a straightforward and pragmatic approach to project management, enabling you to lead any project with confidence.

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Kickoff meeting template

The way you start a project sets the tone for things to come. Get everyone on the same page before you begin—learn how to create a kickoff meeting template in Asana.

Sign up to create your own template.

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But project kickoffs don’t have to be stressful. With a kickoff meeting template, you can follow a predefined set of steps and coordinate your meeting with ease.  

What is a project kickoff meeting template?

A project kickoff meeting template is a reusable guide that lays out all the steps you need to take to host a successful project kickoff meeting . When you have a template, you don’t have to worry about missing steps or leaving out key information. Instead, you can just copy the template and use it as a blueprint for each new kickoff. 

As a team lead, you can also use a kickoff meeting template to standardize the project kickoff process for your whole team. That way, you can help everyone follow the same process and ensure stakeholders always have the information they need for each new kickoff.  

The benefits of a digital project kickoff meeting template

Organizing a project kickoff meeting involves a lot of moving pieces. A digital template helps you track everything in real time as you coordinate with stakeholders and get everything ready for the big day. You can plan the meeting, share your agenda, assign action items , and take meeting notes all in one place. That means you don’t have to do any extra work, and your stakeholders have a one-stop shop where they can find all the information they need. 

With a digital project kickoff meeting template, you can:

Standardize the project kickoff process for your whole team.

Plan, execute, and follow up on your kickoff meeting in one central location.

Share meeting roles and agenda items without doing any extra work.

Assign owners to each discussion topic so it’s clear who’s responsible for what and how attendees should prepare.

Easily update meeting agenda items if priorities change. 

Add contextual information, documents, presentations, images, or videos to each task.

Assign presenters clear tasks with due dates so they can arrive prepared.

How to create a digital project kickoff meeting template

Your digital template should include all the details and steps required to host a successful kickoff meeting. This typically includes three types of information: 

Agenda items: What you’ll discuss and how long it will take. 

Meeting roles: Who is responsible for what during the meeting—like presenting and note-taking. 

Admin tasks: What you need to do before and after the meeting to make it go smoothly. This can include tasks like creating and sharing the meeting agenda, assigning action items, and sharing presentation decks. 

To start, create a separate section in your template for these three buckets. Picture your ideal kickoff meeting and use that idea to fill in each section. What standard agenda topics should every kickoff include? What steps should you complete before, during, and after the meeting to help stakeholders stay informed? What roles should stakeholders play during the meeting? Remember that you can always add tasks or make adjustments for each specific project later. 

To make things go smoothly in the future, you can standardize the role each team member plays during the meeting. For example, the project coordinator could be responsible for note-taking, while the project manager could be the default meeting facilitator. That way, you don’t have to waste time figuring out who should do what each time a new project rolls around. 

Integrated features

Custom fields . Custom fields are the best way to tag, sort, and filter work. Create unique custom fields for any information you need to track—from priority and status to email or phone number. Use custom fields to sort and schedule your to-dos so you know what to work on first. Plus, share custom fields across tasks and projects to ensure consistency across your organization.

Adding tasks to multiple projects . The nature of work is cross-functional. Teams need to be able to work effectively across departments. But if each department has their own filing system, work gets stalled and siloed. Asana makes it easy to track and manage tasks across multiple projects. This doesn't just reduce duplicative work and increase cross-team visibility. It also helps your team see tasks in context, view who’s working on what, and keep your team and tasks connected.

List View . List View is a grid-style view that makes it easy to see all of your project’s information at a glance. Like a to-do list or a spreadsheet, List View displays all of your tasks at once so you can not only see task titles and due dates, but also view any relevant custom fields like Priority, Status, or more. Unlock effortless collaboration by giving your entire team visibility into who’s doing what by when.

Start dates . Sometimes you don’t just need to track when a to-do is due—you also need to know when you should start working on it. Start times and dates give your team members a clear sense of how long each task should take to complete. Use start dates to set, track, and manage work to align your team's objectives and prevent dependencies from falling through the cracks.

Zoom . Asana and Zoom are partnering up to help teams have more purposeful and focused meetings. The Zoom + Asana integration makes it easy to prepare for meetings, hold actionable conversations, and access information once the call is over. Meetings begin in Asana, where shared meeting agendas provide visibility and context about what will be discussed. During the meeting, team members can quickly create tasks within Zoom, so details and action items don’t get lost. And once the meeting is over, the Zoom + Asana integration pulls meeting transcripts and recordings into Asana, so all collaborators and stakeholders can review the meeting as needed.

Dropbox . Attach files directly to tasks in Asana with the Dropbox file chooser, which is built into the Asana task pane.

Google Workplace . Attach files directly to tasks in Asana with the Google Workplace file chooser, which is built into the Asana task pane. Easily attach any My Drive file with just a few clicks.

Jira . Create interactive, connected workflows between technical and business teams to increase visibility around the product development process in real time—all without leaving Asana. Streamline project collaboration and hand offs. Quickly create Jira issues from within Asana so that work passes seamlessly between business and technical teams at the right time.

How to use your project kickoff meeting template

Once you create your template, using it is simple. Here’s how: 

Make a copy of your project kickoff meeting template. 

Add or remove discussion topics, admin tasks, and meeting roles according to the needs of your specific project. 

Assign tasks and set due dates.

Collaborate with stakeholders directly within your digital template. Share agenda items, attach relevant documentation, assign follow-up action items, and more. 

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If you host regular project kickoff meetings, a digital template can help save you time and stress. It provides a roadmap to follow, so you can confidently start on the right foot for your next project and every project after that. A template also helps the kickoff meeting itself go more smoothly, because the project team has real-time insight into each step that’s required.

Who should attend a project kickoff meeting?

Your project kickoff meeting should include your entire project team, anyone who needs to make decisions about your project, and any stakeholders who need to stay informed throughout the project lifecycle. Try creating a RACI chart to help narrow down attendees and determine who should be responsible, accountable, consulted, and informed during the project. 

What type of project information should I share before the kickoff meeting?

The purpose of a kickoff meeting is to make sure stakeholders are aligned on your project plan. That means you should give an overview of your project goals and milestones, project timeline, project scope, project deliverables, and project roles. You also want to provide enough project background information so stakeholders understand why this work is important.

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How to run a Project Kickoff Meeting | Free Template

This post is also available in: German

What is a kickoff meeting? 

A project kickoff meeting gathers everyone involved in the new project, from the management and designers, to marketing and sales, to align project goals and timelines. It is during this kick-off meeting that everyone should get a clear understanding of their tasks and define what success looks like .

With many project teams distributed across the globe, running the meeting virtually via video conferencing is common. Ensure the meeting meets its goals by taking advantage of a collaborative online board and template to host the meeting and communicate the agenda.

Advantages of a kickoff meeting template

A kickoff meeting is a vital first step when launching any new project. In fact, the success of a project can be directly influenced by how thorough and clear the kickoff meeting is as it goes a long way to establishing a positive working relationship between all stakeholders. Other advantages include:

• Introduce all team members who may never have worked together before
• Establish open lines of communication 
• Finalize and communicate timelines and expectations upfront
• Answer questions in a group setting to ensure everyone is on the same page
• Clear potential roadblocks early on
• Speed up the information gathering process with a template

Template for a kickoff meeting agenda

Using a kickoff meeting template will ensure nothing important is left out of your kickoff meeting agenda. Conceptboard’s collaborative online template allows virtual project kickoff meetings to be run seamlessly while ensuring all stakeholders can see and contribute to the agenda in real-time. 

Use template

We recommend using an icebreaker game at the start of your kickoff meeting to build a relaxed team environment. Choose one of our top 9 icebreakers here . Then, you can launch into the eight agenda topics for the meeting.

Project background

Introduce the project and the key people in the room. Talk about the what, where, why, when and how for this project.

Business Goals

Explain the purpose of this project. How does it fit into the companies larger goals and values, and why is it important.

Project scope and deliverables

How big is the project? Is this just one stage of a larger project? What is the scale of the project in terms of people, money and resources? What exactly is being delivered?

Introduce everyone who is present in the meeting, what their role is, and what they are responsible for. Add contact details to ensure everyone can remain in contact. Give everyone a chance to give a brief introduction. Remember to introduce anyone else who may not be present and share their contact details.

Layout project timelines, and non-negotiable deadlines.  What are the major milestones, and what needs to be completed by then? Are there different timelines for different departments?

Communication

How will you continue to communicate as a group moving forward? Team communication platforms such as Slack and Teams are great for regular updates. Using an online standup meeting template ensures content is centralized and can easily be accessed by anyone who is unable to attend the meeting. Plus, by using an online agenda, the onus for updating it regularly is shared by all stakeholders, not just one person.

Add any unanswered questions, tasks that need to be completed, or follow-up items in this section. Be sure to annotate the note with the person responsible and the deadline to ensure it gets done. Subsequently, you can also add the next steps and the date of the next meeting.

Set aside some time for follow-up questions or clear away any confusion.

Presenting a kickoff meeting agenda

A well-executed and thorough kickoff meeting will set your project up for success from day one. Set up a minimum hour-long meeting and invite all project team members to join the share kickoff meeting template on Conceptboard. As a result, they can then easily view or collaborate in real-time as the meeting progresses, and see any tasks they are assigned.

Feel free to extend that board to include Meeting Minutes or a Meeting parking lot to park off-topic points.

An online meeting template is the best way to share the agenda and meeting notes with the entire team. Not only does it allow everyone to contribute, if anyone was missing you can easily send them a link to the board to review or download a PDF to be shared offline.

Here at Conceptboard, we really want to make it easier for you to manage your projects remotely. We’ve worked hard to build a library full of useful free resources you can use for remote meetings, business strategy or product development needs. Check it out, and feel free to let us know in the comments what you loved!

Sign up for a free 30-day Conceptboad trial to see how the future of work is visual!

Project kickoff meeting

Use the free template with your team & customize as you go!

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Free Project Kickoff PowerPoint Templates

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Project Kickoff PowerPoint Template is a presentation design for some presentations on project discussion and new project kickoff meetings. The title slide design has a background of a whiteboard and written instructions for the project and a team working on a new project. The free project kickoff template has directions in written and complete project …

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Home Blog Business Quick Guide to Project Kick Off Meetings

Quick Guide to Project Kick Off Meetings

Every project beginning is exciting; all the members will have different expectations and feelings about the required results. Therefore, rapport is crucial to establish commitment and generate a sense of accountability for everyone when beginning a project. The first meetings must be a presentation that can set up the milestones, generate agreements over the scope, and define the tasks. 

The Project Kick Off Meeting provides the opportunities mentioned above, so this article will explore the steps to perform a smooth project start and a seamless kick off meeting.

What is a Project Kick Off Meeting?

Let’s begin imagining this simple scenario: people from very different backgrounds (let’s think IT and Marketing) will be starting a project together. Joining these two groups will also be members of the management team, financial experts, and even a project manager who will be in charge of making it all come together. The vision of all these very diverse teams must become aligned for the sake of the project. 

Depending on each project needs’, there has to be a clear definition of roles, and everyone will want to know what is expected from them. Having that sense of direction will establish a project flow that will come in handy when there is a need for flexibility. 

The project kickoff meeting is the first meeting that will happen between the project team and stakeholders. Regardless of whether they are all internal or external, it’s essential to make sure that the right people are in the conversation, and by right, we mean the ones who will push the project to success. You can find affordable kickoff meeting agenda templates for presentations in our website.

Now that we have cleared that out let’s jump into what makes a project kick off meeting great. 

How do you do a Project Kick Off meeting? 

The contents of the project kick off meeting can be relatively varied. However, a recommended structure exists to keep everyone on track. This meeting is fundamental not just in the human aspect but mainly as a planning tool where everyone knows who is involved, establishes an initial relationship, and defines a group pledge. 

Before the project kick off meeting 

Planning the project kick off meeting can be of great help for a smooth start. In your first steps to preparing your kickoff deck presentation, it’s important to consider where you need to allocate your resources. 

Define the impact of the project along with and metrics that state how the project will succeed. Remember to use SMART Goals : specific, measurable, actionable, realistic, and timely. This way, you will ensure that your project does not stray away from the vision and that all the project members are on the same page about timeframes, reach, and capacities. 

Identify the key players to attend the project kick off meeting

Once you have these logistics in place, have a one-on-one chat with the Project sponsor to align expectations. Also, it’s a good time to ask them to prepare some words about why this project is relevant to the organization. 

Ensure you additionally identify the Project Leader, facilitator, core team, and relevant stakeholders during this time. At this point, for your internal tracking and your eventual presentation during the meeting, you can use the RASCI model that will allow you to identify who is  R esponsible,  A ccountable,  S upportive,  C onsulted, and  I nformed roles. You can iterate over this model during the meeting if you need changes or have the different players define their roles. 

Project Kick Off Meeting Agenda 

By this point, you have met and identified top stakeholders, and it’s time to take care of some meeting basics. Begin by setting up 1-2 dates and hourly options that can be more convenient for everyone in the team. If you’re working remotely, take into account time zones, and if you’re local, check if there is a meeting room or space available at the given times. As soon as you can, ideally at least a week before, send out all meeting invites and ad reminders for everyone. 

Now it’s time to define the project kick off meeting agenda; remember this is not information debrief only, but a get-together where you will level with all parts to make sure agreements are established. 

Now let the project kick off meeting begin!

All the required team members show up on time; we notice some of the marketing team members share comments of excitement about the project and ask some first exploratory questions to the IT team. It’s time to start. 

Start by welcoming everyone, and then move forward to the project kick-off principles: collaboration is required to generate more reliable results, find as much data possible to have a shared understanding, open up to possibility, and share a positive mindset. 

Good practices in the Project Kick Off Meeting Start 

If you want to go the extra mile, this is a great opportunity to showcase the Project Charter , including the goals, team, timeline, and scope to understand visually. During the meeting, you can even send out the Project Charter as a pdf for everyone to keep and even print at will. 

Also, you can structure the first minutes of the kickoff presentation as a simplified elevator pitch to establish the problem and solution upfront. 

Remember that in SlideModel.com we have a wide array of templates you can use for your project planning business presentations, you can check out the Project Management Pack PowerPoint Templates which is one of our most comprehensive templates.

Structuring your Project Kick Off Meeting

As we’ve seen until this point, the project kick off meeting is important meeting and eventful. Therefore we want to recap what your meeting agenda should include. 

1. Introduction 

In every concurred meeting with people from different teams, it’s a good idea to consider not everyone knows each other. Begin with a brief round of introductions. As a protip, provide them with a little script that includes name, team, and role to keep it short and candid, i.e., ¨My name is Donald, and I’m the Development Lead¨

2. Project Background 

It’s good for all parties to know where the project is coming from and share essential lessons from similar projects like it or similar stakeholders. 

3. Reason or purpose of the project: Why are we doing it? 

This is a perfect moment to introduce the Project Sponsor as they will want to share the project’s vision and why its execution is vital to the organization. Their intervention can either happen as the first item on the meeting. It can happen after the introduction or even after the project charter, but the sponsor’s short speech is a must. 

4. Project Scope: Where we begin and end? 

The project’s beginning and end are conceptually closer than we might think. As Stephen Covey said ¨start with the end in mind¨, is a great tip for this moment because while discussing and defining the project scope, everyone can get aligned and know what is expected from the final product ahead.  

5. Action plan and milestones: What’s the playbook? 

The project charter might come in handy here, as it will help build a general comprehension of what the project must look like. It’s essential to have an action plan with actionable steps to allow everyone to know what tasks must be done. Eventually, this can become the project backlog and can serve as a playbook to revise in retrospectives. 

6. Role definition: Who does what? 

Even though everyone will come to the meeting with certain expectations, it’s recommended that you and the project sponsor are clear on who will perform which task. This way, accountability can be established since the first encounter, and responsibility can be provided to each in their area. 

7. Collaboration: How are you going to work together 

Regardless of whether the tool is physical or virtual, it’s a great idea to show the team where all the information will be set. There are several tools out there that are great for project management. However, a tool like Trello, for example, will allow you to create Kanban boards that will allow a clear ¨to do¨, ¨in process¨and ¨done¨ methodology that includes high visibility. Afterward, you can convert those Trello Boards into presentations that can be used in daily meetings or other relevant project meetings. 

8. Success: How does it look like 

Along the way, many opportunities will show up. However, it’s great to know the true north of the project. Ensuring everyone knows what success looks like in this project will ensure that all the people in the project have the same goal and won’t be stuck in analysis paralysis. Ensure that there is absolute clarity about this last step and what are the final results expected. 

Key concepts about the project and establishing rapport 

In your role as a presenter, you have delivered vital information about the project, introduced the project sponsor, and everyone now knows the project’s vision. It’s time to get people interacting to know each other, break the ice and get ready to work in synchronicity.

At this point of the meeting, you want all attendees to take ownership of the project and establish their working agreements. To do this, a simple but yet effective ice breaker can be a great way to go. Share the Vision, Mission and Mission tests that the Project Leader has created and start with the activity. 

Separate your attendees into 3 groups: Vision, Team Mission, and Team Mission tests. They don’t have to be together with people of their specific area (i.e., Marketing, IT, etc.); this can be random to mix people so they can meet each other. Give each mini-team 20 minutes to refine the initial statements and define any specific they have to improve the project. 

How to finish the Project Kick Off Meeting Closing and Next Steps 

The first steps have been completed. To close the meeting, provide some minutes to your Project Sponsor for the last hype to your team. The upcoming weeks or months will be full of tasks to complete, and in the end, that same team you gathered today will have completed a successful new solution. 

After the meeting is over, make sure you set up the next steps, including the kick-off meeting, setting up planners and software, and preparing materials for all the involved. Remember to set up Key Performance Indicators (KPI’s) so that all the objectives will be measured timely for the best results. 

Final Words 

Congratulations, you have conducted your first Project Kick Off Meeting! However, it’s not time to lay back and relax but actually to keep the momentum going. Your team had the information to begin, but now there needs to be a solid follow-up to ensure the tasks will be done as per the previous agreement. 

Hopefully, the first meeting will have set up the event tone, and all the parts are equally invested in the new project to come. 

1. Project Management Super Pack Templates for PowerPoint and Google Slides

With this super pack Project Management Template you can find the essential tools you might need to do kickoff presentations for your project, including agendas, roles setting, timelines, project charter, heatmaps, teams, and more. 

Use This Template

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Project kickoff meeting agenda powerpoint presentation slides

Conduct a successful product launch meeting with the help of our content ready Project Kick-off Meeting Agenda PowerPoint Presentation Slides. The meeting for starting new project PowerPoint complete deck comprises of 23 slides including project description and scope, core team, project management team, responsibility assignment matrix, RACI- rapid, project management cycle, work breakdown structure, project cost estimate, project management Gantt chart, communication plan, work priority allocation, tracking plan etc. Additionally, all elements of given templates are fully customizable. This allows users to create a presentation very quickly. Furthermore, you can use the project agenda presentation deck to explain your understanding, methodology and to show the structure of your organization, milestones list, etc. Explain the project, its background, business needs and why it is important for stakeholders and company using this initial project agenda presentation deck. Download project management kick-off meeting PPT visuals to showcase project communication and reporting system. Generate intense faith with our Project Kickoff Meeting Agenda Powerpoint Presentation Slides. Heighten the belief in your commitment to deliver.

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Presenting this set of slides with name - Project Kickoff Meeting Agenda Powerpoint Presentation Slides. All slides are completely editable and professionally designed by our team of expert PowerPoint designers. The presentation content covers all areas of Project Kickoff Meeting Agenda Powerpoint Presentation Slides and is extensively researched. This ready-to-use deck comprises visually stunning PowerPoint templates, icons, visual designs, data-driven charts and graphs and business diagrams. The deck consists of a total of twenty three slides. You can customize this presentation as per your branding needs. You can change the font size, font type, colors as per your requirement. Download the presentation, enter your content in the placeholders and present with confidence.

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Content of this Powerpoint Presentation

Slide 1 : This slide introduces Project Kick-off Meeting Agenda. State Your Company Name and begin. Slide 2 : This slide shows Table of Content of the presentation. Slide 3 : This slide presents Meeting Agenda as- Discuss Project Background, Identify Stakeholders, Review Project Objectives. Slide 4 : This slide represents Project Description including- Project Objective, Target Audience, Project Scope. Slide 5 : This slide displays Project Scope describing- Project Acceptance Criteria, Project Scope Description, Project Exclusions, Project Assumptions, Project Deliverables. Slide 6 : This is Core Team slide with names and designation. Slide 7 : This slide showcases Project Management Team covering all those people who would be responsible for project implementation. Slide 8 : This slide shows Responsibility Assignment Matrix - RACI describing the four types of association for a role to a task. Slide 9 : This is another slide continuing Responsibility Assignment Matrix – RACI. Slide 10 : This slide presents Responsibility Assignment Matrix - RAPID describing the five types of association for a role to a task. Slide 11 : This slide displays Project Management Cycle describing- Conceive, Develop, Execute, Finish. Slide 12 : This slide represents Work Breakdown Structure defining the Action Plan of Roles and Responsibilities as per the Tasks or Phases. Slide 13 : This slide showcases Project Cost Estimate to measure the productivity and the cost of projects, through out the project lifecycle. Slide 14 : This slide shows Project Management Gantt Chart covering the entire work plan of the project split across different months. Slide 15 : This slide presents Project Communication Plan in tabular form. You can change the data as per needs. Slide 16 : This slide displays Work Priority Allocation in tabular form for assigning project tasks with the scale of prioritization. Slide 17 : This is another slide for Work Priority Allocation with a milestone chart to manage the timescale of project activities. Slide 18 : This slide represents Project Tracking Plan with four common KPI objectives to keep a track of overdue tasks. Slide 19 : This is About us slide to show company specifications etc. Slide 20 : This is a Comparison slide to state comparison between commodities, entities etc. Slide 21 : This is a Bulb and Idea slide to state a new idea or highlight information, specifications etc. Slide 22 : This slide is titled as Post It. Post your important notes here. Slide 23 : This is a Thank you slide with address, contact numbers and email address.

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Project Kickoff Meeting Template Download

What is a project kick off meeting.

The project kick off meeting is the first time the client or stakeholders team meets with the team members, bringing the project to fruition. The meeting takes place after the scope, price, and schedule (with a High-Level Plan) have been agreed upon between the client and the pre-sales team. Key elements of a project like a scope, timeline, schedule, and risks should be presented in the first part of the meeting, as they are the basis of the project and serve as the baseline throughout its lifecycle.

What Is The Purpose Of Having A Project Kick-Off Meeting?

As stated above, the meeting is the first official meeting between the team members and the client (either internal or external). This short meeting is an excellent opportunity to agree on the project's outline and generate a personal connection between all involved. The kick-off meeting also ensures that everyone involved in the project is on the same page for all the project's key aspects. The meeting is also an excellent opportunity to present thorough knowledge of the goals and the planned steps in reaching them, thus generating confidence and enthusiasm in the stakeholders. Since you don’t get a second chance to make a good first impression, having a successful kick off meeting is a crucial milestone in the projects’ lifecycle.

How Do You Prepare For A Project Kick Off Meeting?

Preparation: A brief presentation should be prepared by the team, which will present the goals and steps in getting there. The presentation should also ensure that all the team members are on the same page and offer a unified front vis-a-vis the client.

Creating working relationships: Getting to know one another, preferred methods of communication, knowledge, experience, and background will help in communicating effectively throughout the project. This is crucial to the success of any project.

Presenting: The meeting should take place in one location, and it’s preferred that all the attendees will physically be in the same room for this. If this isn’t possible, then the right virtual conferencing equipment is required. Once the main presentation is completed, it is good to split up into more intimate groups for further meetings. This will generate good working relationships between the various team members.

Different Ideas For Having a Project Kick Off Meeting

Video Conference: This method allows all the participants to see each other, view documents/presentations, and converse with one another. This method is a good choice if the team members are located in different countries and are much cheaper than flying to one location.

E-mail: This is a good method if the project is an internal one, of small scope and short. Since all of the stakeholders know each other, they don’t need to meet each other. Furthermore, since it is a short project organizing a meeting will take up valuable time. It is much more efficient to send out an e-mail with details, timeline, and scope—further details in section #6 in this document.

Meeting: This is the preferred method if the stakeholders and team members don’t know one another. There is no alternative to sitting in the same room and conversing live with new colleagues.

Shared site: This is similar to the E-mail method above, but the only difference is that the info needs to be “pulled” by the stakeholders since it won’t be sent to them. The info can be uploaded to a shared site (such as a SharePoint site).

Who Should Attend The Project Kick Off Meeting?

Even though the kick off meeting is only a tiny part of an entire project, it has substantial significance in its success. This meeting has the potential to install confidence in the clients or plant a seed of regret. Due to this fact, the kick off should be taken seriously, and the following people should be involved in it –

• Project Manager: The PM should treat this as the first milestone to be conducted in the lifecycle of the project and lead it from A to Z.
• PMO (Project Management Office): Should assist the PM in preparing and summarizing the existing info in the first 2-3 slides (scope, deliverables, and timeline). It is also a good idea to have them summarize the meeting and produce an MoM upon its conclusion.
• Main (internal) stakeholders: As with any project, it is necessary to push this issue and assist the PM in successfully completing the meeting
• Client: It is better to get the clients’ input before the meeting than have them be disappointed during it.
• Team Leaders: the team leads need to present their scope during the meeting, so they should be a part of the preparation and, of course, the meeting itself.
• Project Team members: Since these will be the people who will be expected to perform most of the work, they should be inception. This will help them in understanding the projects’ goal and fully committing to it.
• Senior Management Team: This includes the CFO, HRBP (Human Resources Business Partner), IT, etc. they should be aware of the needs of the project to assist in any way possible

How To Draft An Effective Kick Off Meeting Agenda?

The following steps should be followed when putting together the agenda for the meeting –

• Keep it high level: The first slides should present an overview of the projects’ goal, the vision of achieving it, and a high-level timeline.
• Work plan: Present a high-level work plan, split into teams. This should display only the task and start/end dates.
• Define measurements: Clearly define how the project's success will be measured along the way and in its conclusion. The frequency of measurements should also be defined.
• Review potential bottlenecks & risks: Pull together a high-level list of the potential bottlenecks and risks at the beginning of the project.
• Methodology and communication: An outline of the methodology and communication plan should be presented, which can be used as a baseline for the various teams. Each team can tweak them if agreed by all the parties.
• R&R: Present the TL’s, main stakeholders, and management team.
• Lifecycle: Present the entire projects’ lifecycle in a high-level format.
• Questions: Leave ample time for questions and raise concerns.
• Use a presentation/template or any other document to ensure you have a proper agenda.
• Consider printing out handouts for the participants with a few high-level bullet points and main stakeholders.

Project Kick Off Sample Agenda

The exact agenda of the project will vary from project to project and also depend on the organization. In this article, we will look at a sample for a typical software development project.

Introduction and Project Deliverable Sections In The Kick Off Meeting Template

This is the first section in the kick off meeting template, and the goal of having this is to give a high-level view of the project and its purpose/benefit to the business. The information on this slide should be precise, and having them in bullet format will make it readable. The slide may contain a project start date and end date, teams involved within the business, and the sponsor name or department. Like the project's introduction, the project deliverable should contain information about what the project will be delivering. Again keep it high level.

Project Team Structure During The Project Kick Off Meeting

It is important the project team is aware of the team structure, and there is no better time than doing it in a kick off meeting. Generally, IT teams are well structured, and there is always a clear hierarchy, but it is still a good practice to have the team structure documented and circulated. In the example below, we have project control, analysis, development, SME, and configuration management teams clearly defined. Providing this information in the kick off meeting ensures that people know whom to go when there is an issue or question. Visibility of the team structure plays an important role in making team communication effective.

Project Timeline

The project timeline helps the team to understand the project delivery time frame. The timeline in the kick off meeting should be for high-level phases. Adding too much detail can cause confusion within the team and can cause communication issues. You can use a simple Gantt ( template with a representation of project tasks against a timeline ) or a fancy excel timeline, or even a set of dates that may work. Try and highlight the key milestones in the timeline so that the team will be aware of them.

Project Communications Plan

Managing communications or comms is a difficult task as not everyone communicates in the same fashion. The kick off meeting is an excellent opportunity for the project manager to set expectations about how the project team should interact in the below image. In the template, a sample plan for how the project team, stakeholders, and business departments will be informed about the project activities. Common examples are Scrum Meetings , Project Team Meetings , Project Status Report , Project Update Meeting , Project Control Meeting, and Quality Assurance Report.

Key Project Risks

Before starting a project, all the stakeholders must be aware of the key risks within the project. Project Kick Off Meeting is a good opportunity for discussing the risks that can affect the project. Do not include all the risks. Only include the key or major/high risks. Each risk should have a description, category, rating, owner, and possible mitigation. It is possible that during the kickoff meeting, the team may come up with new risks that were not discussed before.

Project Escalation Process and Technical Contacts

No matter how small or big the project, there will always issue, and you always need someone to be accountable. The kick off meeting is a good opportunity to detail this. The escalation and technical contacts in the kickoff meeting template will explain how the team should communicate when there are issues. It also explains how the information about issues and escalation will be communicated all the way to the project control. Typically the teams escalate issues to their respective team leaders, which are then escalated further to the project manager. The project manager, in conjunction with the sponsor, may decide to get the project control involved.

Project Closure Terms and Documentation

The project closure terms are the conditions that need to be met for the project to be closed. The closure terms need to be drafted carefully as they can be very political. Small grammatical errors can lead to lengthy delays in closing the project. The project closure terms should be a bullet item list. The project documentation should contain information about the project's documents, Business Case , Risk Management plan , etc.

Tips and Tricks Make The Kick Meeting More Effective -

Organizing a kick off meeting is no small matter and should be treated as a mini-project. This means putting together a plan, tasks and adhering to the timeline. The following steps should be taken to ensure a fruitful kick off meeting –

• The kickoff meeting should not be booked for more than 60 mins.
• Set an expectation that the plan and other details may change.
• The key reason for this project kick off meeting is to make everyone aware of their role and tasks.
• Invite all the key stakeholders from business and project team members to the meeting.
• Dry run your presentation and agenda with the project sponsor and some senior team members before the actual kick off meeting for feedback.
• Circulate the soft copy after the meeting so that people who missed the meeting can read it.
• You can get most of the content from Project Proposal, Plans, and Risk Management Plan.
• Do not get into detailed discussions around scope, delivery, or risks in the kick off meeting.
• Be open to feedback as the team can suggest better ways of doing things.
• Take a few hard copies of the presentation to the kick off meeting in case of projector in the meeting room does not work.
• Decide on the method: Once a decision has been made, it is essential to take all the necessary measures to ensure that the meeting will go smoothly. This includes ensuring that back-ups are in place (UPS for the electricity, a spare projector, extra chairs are available, etc.). The following steps assume that the chosen method was a meeting.
• Invitations: Send out the meeting invitation well in advance to allow people to make travel arrangements if necessary.
• Consider booking an off-site venue: This will take the participants out of their normal routine and help them focus on the kick off meeting.
• Agenda: Decide on the agenda, and send it along with the meeting invitations (More on this in the following chapter).
• Timeline: Ensure that the venue has some stopwatch to help the participants stay within their allotted time. The agenda should clearly state how much time each speaker has.
• Presenting: Ensure that the venue’s audio & video equipment is compatible with the computer presenting it. Also, make sure that remote control (for the slideshow) and laser pointer are available.
• Whiteboard: A place to write down any tasks or allow the presenter to visually explain a point is a good idea to have.
• Breaks: It is hard to maintain focus for more than 90 minutes, so schedule breaks every now and then. Ask the participants to access their laptops/cell phones only during these breaks. The breaks are also good for creating personal connections. Also, schedule a long break for lunch/dinner.
• Contact list: Create a contact list, split into teams. This list should be distributed during the meeting (soft-copy).
• Assign one team member who will produce the MoM at the end of the meeting .

Using email to kick off a project

At times you might not need a full-blown project kick off meeting. This is especially true if you are running a small project or an internal project. In such cases, the project manager can use an email to kick off the project.

• The team members should appear in the “To” field and the stakeholders (internal and external) in the “CC” field. The subject should be “ Kick Off.” The sender should request a read receipt from the entire distribution list.
• The E-mail should contain the following information – The Kick Off date, the project's goal (the scope), The due date of the main tasks, and milestones (timeline).
• The team members' credentials (Name, E-mail address, Phone #, Title, etc.), The means of measuring the project (KPI’s), and the frequency of communication.
• Links to public access sites (SharePoint, for example) where the methodology, risks matrix , and all other official documents are (or will be) stored.
• A few closing remarks thanking the pre-sale team who started the process and wish all the team members a successful journey.

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The best 10 project kickoff meeting PPT templates for 2022

PPT templates are used in every presentation to aid the presenter in persuading the audience of their point of view. If everyone is on the same page, the presenter and audience may improve the presentation with arresting graphics, music, and animated movies. To boost sales, use the marketing plan PPT template.

To create beautiful and valuable slides, you can use PPT templates. If you'd like, you can get PPT templates for events. If you're looking for the best ten project kickoff meeting PPT templates for 2022, you can utilize slides to make the project more professional and easier to understand. You can choose from the best ten project kickoff meeting PPT templates for 2022.

1. Corporate Meeting Training Flyer Sale Poster PPT Template

You can utilize this project kickoff meeting template for training. This template is easy to use. You can download this free template from the WPS office.

2. Corporate Meeting Training Flyer Sale Poster PPT Template

You can utilize this project kickoff meeting template for making posters. It's simple to use this template. The WPS office has this template available for free download.

3. Cute Yellow Bear Parent Meeting Report PPT Template

You can utilize this project kickoff meeting template for creating parents' meetings. Using this template is easy. This template is available for free download from the WPS office. This template looks cute with a bear and yellow hue.

4. Company Annual Meeting Poster PPT Template

The company's yearly meetings can use this project start meeting template. It's simple to use this template. The WPS office offers this template for free download. Your slides will seem more polished using this template.

5. Star Metal Business Annual Meeting Report PPT Template

The star metal business annual report can use this project start meeting template. It's simple to use this template. The WPS office offers this template for free download. Your slides will seem more polished using this template.

6. Simple Meeting Schedule for Business PPT Template

You can get this project kickoff meeting template from the WPS office. It is easy to use and free to download.

7. Corporate Meeting Training Flyer Sale Poster PPT Template

This project launch meeting template is available from the WPS office. It is free to download and simple to use. Your slides will look better with this template.

8. PPT Concise Project Report Template

This project kickoff meeting template uses to create a concise project report. A brief description with charts will help to make the information more professional. You can get this template free from the WPS office.

9. PPT Colorful Project Plan Template

This project kickoff meeting template uses to create a colourful project plan. A complete description with charts will help to make the information more professional. You can get this template free from the WPS office. Beautiful colours make these templates for creating slides more attractive.

10. PPT Number of Dealers Data Chart Template

This project kickoff meeting template uses to create several dealers' data charts. A complete description with diagrams will help to make the information more professional. You can get this template free from the WPS office.

The Conclusion

All these best ten project meeting kickoff PPT templates are offered, but only to the WPS office. You can get your favourite PPT templates for free of cost. So, don't wait; grab this offer before it runs out!

• 1. 9+ simple free project meeting minutes template Excel
• 2. 10 Best Meeting Agenda Templates Word to Help Make Your Meetings More Productive
• 3. 10 Best Project Status Report Template ppt: From Simple to Detailed
• 4. 10 Professional One-on-One Meeting Template ppt
• 5. The 10 Best Meeting Notes Templates in word to Help You Stay Organized and Productive
• 6. 10 Free Excel Project Plan Templates To Create a Project Timeline

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How to Run a Compelling Kick-Off Meeting [+Free Sample Agenda]

Explore the true purpose of a kick-off meeting, ways to nail your presentation, and what special considerations to make for remote meetings. 💻

Kickoff new projects and initiatives with this customizable meeting agenda template!

In football, the initial kick-off transitions team members from preparation and warm-up into game-time action.

When it comes to getting work projects up and running, a kick-off meeting does the same thing. It brings talented team members together to collaborate on goals along a shared roadmap to success. Start off on the wrong foot, and the team—and project—can fall apart. Get it right, and everyone’s prepared to tackle any obstacles ahead.

An excellent kick-off meeting sets your team up to win. In this post, we’ll cover the purpose of a kick-off meeting, how to nail your presentation, and look at special considerations for remote meetings. We’ll also provide you with a free kick-off meeting agenda sample.

Let’s start with why kick-off meetings exist.

1. Kick-off meeting purpose

What’s the point of a kick-off meeting, anyway? As it turns out, there are quite a few purposes this type of meeting serves.

For starters, a kick-off meeting brings everyone involved in a project together to transition from the ideation phase to execution. Getting your team together is important for several reasons.

<t-check>First<t-check>, having all people and teams in the room ensures everyone is either on the same page or can ask questions to get there. That allows you to lay a strong foundation and formalize the collaborative process.

<t-check>Second<t-check>, a kick-off meeting creates space for anyone to speak up about potential blind spots or hurdles the team hasn’t considered before getting underway. You want to use this opportunity to reduce surprises down the line and leave everyone feeling well-informed and fully prepared for the road ahead.

<t-check>Finally<t-check>, a good kick-off meeting serves to get everyone excited! It should clearly explain why this project is essential. What pain points will it address? How will it improve things? It should also cover how the project will solve those problems and how success will be measured. Project teams can unite over specific issues to tackle with defined goals in their crosshairs.

2. Perfecting your kick-off meeting presentation

There are a few key things you’ll want to be sure to cover in your kick-off meeting presentation. While the specifics may vary based on the type of project you’re kicking off, these likely include:

• the reason for the project
• project goals and how success is defined
• an overview of major phases or milestones
• specific responsibilities and deliverables from each person or team
• when follow-up project meetings will happen
• how you will track the project
• what communication channels your team will use

If this is a purely internal kick-off meeting with no external contributors, you probably don’t have to spend too much time on introductions. However, if this project includes external and internal teams, it would be wise to introduce people and their roles. An icebreaker helps accomplish this early in the meeting.

When it comes to sales kick-off meetings, one major priority is bringing energy to the room. Sales kick-off meetings are meant to motivate the team for a successful year ahead. Feed this goal with helpful information on strategies that have worked well over the last year and team-building activities that boost morale .

No matter what type of project you’re kicking off, make sure to leave plenty of time for questions at the end and clearly articulate what tasks people will tackle once the meeting is over. Check out our post on how to give a presentation for more ideas.

3. How to hold a remote kick-off meeting

In the past, experts insisted that holding kick-off meetings in-person was essential. The belief was that every person involved in a project needed to be in the same room, literally, to nurture group cohesion and collaboration through shared experience.

As we all know, in-person kick-off meetings for every project are no longer realistic. Fortunately, they’re also not completely necessary. You can still have a successful project with a remote kick-off meeting that ticks all the same boxes—you may just have to get a little creative.

To plan a remote meeting , consider what truly makes this meeting important. Starting new projects is exciting, and stakeholders are usually extremely interested at this stage. The meeting should harness this energy to get everyone’s input and open lines of communication.

Check out our 20+ icebreakers for remote meetings to start things off on the right foot. Then, consider what remote meeting tools your organization already uses that could be helpful. Do you have project tracking software? Can people use the meeting chat in place of sticky notes?

Ever since the mass move to remote work in 2020, remote meeting tools are more versatile than ever before. Review all your options, and you may be surprised to find ways in which remote kick off meetings are even better.

Ready to kick off your meeting planning? One key to leading effective meetings is having a meeting agenda. Use this free agenda sample to get started:

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5. How do you run a kick-off meeting?

With the right planning and approach, kick-off meetings provide an energetic start to exciting projects. They create bonds between teams through shared purpose and set everyone up for success by establishing a clear understanding of the road ahead.

Team members can start collaborating with shareable meeting agendas even before the kick-off meeting, well, kicks off! Use our customizable Project Kick-Off Meeting Agenda to easily plug in what you need for the many successful kick-off meetings that lie ahead.

It will go something like this.

How to start a kick-off meeting. You can start a kick-off meeting by discussing what you want to accomplish at the meeting at a high level and what will be needed in order to make this happen.

Moving on to the project scope , it's time to be as specific as possible in your discussion so that it is clear what needs to be done by whom, when, and how. This will also give everyone an idea of the timeline for the project so they know when they should be ready with their parts and when they need assistance from other team members. This sets expectations about the project's scope, schedule, and the roles and responsibilities of everyone involved in the project.

Next, take a look at success criteria . This is the criteria by which you will be able to determine whether or not the project has been successful and how much you have progressed towards completion.

One way to do this is by defining some goals, any easy way to set expectations that all stakeholders and work together toward achieving.

The last part of the kick-off meeting is often to evaluate risks . This is important because it will help you to be prepared for any unforeseen circumstances that may come up in the future and give you time to consider how you will deal with them.

You can deal with by using risk management techniques, such as planning or performing tests prior to beginning work or deciding whether or not you should proceed at all if there are too many risks involved.

Be sure to include all of the risks in high-risk areas as well so you will be prepared for the worst.

This is a lot to cover in your first meeting with the team, so you'll need to keep the discussions on point . Aim to end with time to spare because you'll need to include plenty of time for asking questions and getting clarification on any issues that arise.

When you are finished, you can sum up and key decisions and next steps, and briefly go over who owns any action items. This will help you to ensure that everyone is on the same page before you end.

6. Who attends the kick-off of a project?

The people who attend the kick-off of a project are those who are ultimately responsible for the success of the project. They are the ones who should be involved in creating a schedule, managing tasks, and monitoring progress. Anyone responsible for these activities should be invited.

7. How long should a kick-off meeting be?

A project kick-off meeting is a meeting that prepares an organization for the upcoming tasks or projects. This doesn’t have to be a huge event, and it will likely last for less than one hour. Some experts believe that companies should have these meetings 30 minutes or less.

This time is enough to go over tasks and goals, cover questions, and review any materials that need to be covered. Although this is a helpful guideline for most organizations, you may need more time based on your goals for the meeting.

8. How do you kick off a meeting?

On a related note, it's time to conduct your next meeting—kick-off meeting or not—but how do you start? There are plenty of ways to kick off this meeting, and it all depends on what you would like to achieve.

To boost morale and encourage cooperation , spend some time talking about the successes of the team working together.

To get a sense for how each member is feeling , ask them to individually discuss their best work from last year.

To show appreciation and respect for your employees' expertise or input , ask them to share some things they've been learning lately.

To gather information , it is a good idea to start off with the objective or problem at hand. Then, ask for help in finding out more information and let the other team members answer questions.

To keep the meeting focused and to stay on track , start with a brief review of your goals for the meeting. Then move quickly into your agenda.

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