Project Kickoff

Open in Meetric
Explode out of the blocks on your next project with this time-tested method for project success.
  • Background & Objectives - what are we trying to accomplish and why?
  • Scope - what are the key parts of the project?
  • Roles & Responsibilities - who is doing what?
  • Timeframe and Key Milestones - what are the key dates & deliverables?
  • Budget - if relevant
  • Risks - what could cause issues or delays?
  • Next Steps

The Project Kickoff is an essential meeting for any project, and imperative for setting the right tone from the word go.

Plenty of work needs to go into the preparation for new project, and this meeting is the culmination of that — primarily centred around information sharing and getting buy-in. This is typically the led by the project manager.

All relevant stakeholders should be present if possible — project team, project sponsor, the customer or a representative. But even other people that may be more broadly impacted. These meetings can be large in attendance, but should be kept tight in agenda and length. Separate meetings should be had to discuss specific details.

For Meetric users, we recommend using this template as follows:

  1. Copy the template into your meeting notes in Meetric against your Project Kickoff. Feel free to add high-level specifics beneath each agenda point or you can link to a project brief, but don't stray too much from the agenda.
  2. Share the link in the meeting event (if your team is all on Meetric, they will already have access).  Request that guests to read the agenda/brief beforehand, and share comments in Meetric.
  3. Go through the agenda, one-by-one, requesting input from specific individuals as required, and taking questions along the way. Use the Meetric Timer to stay on track.
  4. Record notes under relevant agenda topics, particularly any decisions, questions or actions that require follow-up. Set a strong precedent from the get-go by assigning owners and dates for any actions.
  5. Leave enough time at the end to ensure everyone understands their role on the project and what is required of them in the aftermath. It's good practice to give everyone at least one action as a next step! Click the action icon at the top of the notes to summarise the next steps for everyone before you end the meeting.
  6. Send a summary from Meetric to make sure everyone has a record.
  7. Track these and future actions relating to your project, in the Actions list on Meetric.
  8. At your subsequent Project Status Updates, you can easily refer back to these notes and actions using the Meetric Time Machine.