Kick-off meeting

Last updated Jun 5, 2023

The kick-off meeting is the first meeting in which a project team comes together to ground everyone in a shared vision, gain a shared understanding of the project’s goals and scope, and understand each person’s roles within the team.

Who should you invite to the kick-off meeting?

• The team members
  • Identified in a RACI chart created during the Project initialization.
• Project Stakeholders
• Project sponsor

Why it is important?

• Establish a shared vision
• Align on scope
• Build team rapport

Kick-off meeting agenda:

• Introduction
  • Team member names
  • Project roles
  • Fun facts
• Background
  • How the project came to be
  • Why the project matters
  • Set a shared vision
• Goals and scope
  • In-scope
  • Out-of-scope
  • Target launch date
  • Milestones
• Roles
  • What work everyone is responsible for throughout the duration of the project
• Collaboration
  • Shared project tools and documents
  • Communication expectations
• What comes next
  • Set expectations and actions items
• Questions
  • Gain clarity on meeting topics
  • Ensure the project benefits from the diversity of thoughts, experiences and ideas

• Ask a teammate to take notes on key points and action items.
• After the meeting, send a follow-up email to summarize the key points and outcomes from the meeting, and any action items to the attendees
• Invite attendees to reach out if they have any additional questions