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July 13, 2015

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.  
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Kick Off Meeting

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.
Project Team Structure, project kickoff meeting
Project Team Structure

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
Key Project Risks, project kickoff meeting, kick-off meeting
Key Project Risks

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, kick-off meeting
Project Timeline

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 Communications Plan, kick-off meeting
Project Communications Plan

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 –
  1. The kickoff meeting should not be booked for more than 60 mins.
  2. Set an expectation that the plan and other details may change.
  3. The key reason for this project kick off meeting is to make everyone aware of their role and tasks.
  4. Invite all the key stakeholders from business and project team members to the meeting.
  5. Dry run your presentation and agenda with the project sponsor and some senior team members before the actual kick off meeting for feedback. 
  6. Circulate the soft copy after the meeting so that people who missed the meeting can read it.
  7. You can get most of the content from Project Proposal, Plans, and Risk Management Plan.
  8. Do not get into detailed discussions around scope, delivery, or risks in the kick off meeting. 
  9. Be open to feedback as the team can suggest better ways of doing things. 
  10. Take a few hard copies of the presentation to the kick off meeting in case of projector in the meeting room does not work.
  11. 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.
  12. Invitations: Send out the meeting invitation well in advance to allow people to make travel arrangements if necessary.
  13. 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.
  14. Agenda: Decide on the agenda, and send it along with the meeting invitations (More on this in the following chapter).
  15. 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.
  16. 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.
  17. Whiteboard: A place to write down any tasks or allow the presenter to visually explain a point is a good idea to have.
  18. 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.
  19. Contact list: Create a contact list, split into teams. This list should be distributed during the meeting (soft-copy).
  20. Assign one team member who will produce the MoM at the end of the meeting.
Project Escalation Process, kick-off meeting
Project Escalation Process

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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