The project manager opens the meeting with a general introduction and reviews the meeting goals.

The appointed secretary for the meeting records all attendees and absentees.

The secretary distributes the agenda and the project manager leads the group in a vote to approve the agenda and minutes. The client and team members can request additions to the agenda prior to voting.

The client introduces themselves, their business, and the motivations for the project to the project management team.

The members of the project management team introduce themselves to the client. They explain their individual roles and responsibilities in relation to the project.

The project manager summarizes the project and the secretary distributes any relevant reports and documents.

The project manager reviews the full schedule for the execution and completion of the project.

The group discusses the best manner and frequency of reporting updates between the client and the team. The project manager leads the group in a vote to formalize the reporting decisions.

The group discusses any legalities that need to be addressed over the course of the project execution. It is wise to have a representative from the project management company’s legal team in attendance for this discussion.

Discuss any other items of business that have not been addressed.

The secretary completes the meeting minutes. The project manager approves the minutes and calls an end to the meeting.