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When scheduling the meeting, offer participants a few different options for dates and times. The project kickoff meeting should include your main client contact as well as key stakeholders. Coordinate Details and Schedule the Meeting Record any decisions made during the meetingĥ.Secure buy-in on the project purpose, plan, and outcomes.Identify potential challenges and steps that you will take to address them.Review project responsibilities and deliverables.Review high-level timelines and milestones.Review the project scope and objectives.
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The interviews you’ve conducted and data you’ve gathered will prove to be useful information on which to base your strategy.Īt this stage, you may consider using a business framework, such as SWOT or Porter’s Five Forces, to help you with your strategic analysis. This will involve analysis of the client’s problem to determine specific recommendations. Once you’ve gathered this data, you can begin to formulate a project strategy. What do you have to do to ensure the project is successful? Are there other people or departments that should be included? How will the project impact individual stakeholders? 3. What worked and what didn’t work? What specific challenges did they encounter?Īsk questions that provide insight into the organizational culture and reveal any potential roadblocks. For example, if this project is a second attempt to redesign an earlier effort, ask about the challenges of the previous project. These interviews can serve to break the ice while also enabling you to gain individual perspectives on the project. Organize these meetings either as one-on-one or small group sessions that facilitate open and honest discussion. By broadening your list of stakeholders, you will gain deeper insight into the organization, which will help you drive an even better outcome. As much as possible, expand this list to include all of the people who will be tasked with execution or managing the results of the project outcomes-don’t just limit these conversations to members of the c-suite. Speak to Key StakeholdersĪ big part of the data gathering exercise will also involve interviewing key project stakeholders.
Project kickoff meeting how to#
Take some time to think through your desired results and speak with your client about their goals.Ĭheck out: How to Plan a Client Meeting: 5 Pro Tips 2. Compile all of the documents relevant to your project such as the budget, schedule, and client-provided materials. To prepare for the project kickoff meeting, spend some time gathering data. Follow these five steps to conduct an informative and engaging project kickoff meeting with your client. During the meeting you can discuss project goals, deliverables, and workflow.
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Once the contracts are signed and the budget is approved, it is time to get to work!Ī project kickoff meeting is a chance for everyone who will be involved in the project to get together. Starting your project with a project kickoff meeting is a great way to lay the foundation for success and reinforce your client’s decision to engage your services.
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