Updated August 08, 2023
A kick-off meeting agenda is a blueprint for the first meeting regarding a specific project between a project management team and their client. This type of meeting includes items such as introductions between the team and the client, a summary of the project and its schedule, and legal issues facing the project. It is important for the agenda to address topics that layout a comprehensive understanding of the end goal of the project.
Table of Contents |
Formatting (11 Parts)
I. Opening
The project manager opens the meeting with a general introduction and reviews the meeting goals.
II. Attendance
The appointed secretary for the meeting records all attendees and absentees.
III. Agenda Approval
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.
IV. Client Introduction
The client introduces themselves, their business, and the motivations for the project to the project management team.
V. Team Introductions
The members of the project management team introduce themselves to the client. They explain their individual roles and responsibilities in relation to the project.
VI. Project Summary
The project manager summarizes the project and the secretary distributes any relevant reports and documents.
VII. Project Schedule
The project manager reviews the full schedule for the execution and completion of the project.
VIII. Project Reporting
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.
IX. Legal
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.
X. Other Items
Discuss any other items of business that have not been addressed.
XI. Adjournment
The secretary completes the meeting minutes. The project manager approves the minutes and calls an end to the meeting.
Sample – Kick-Off Meeting Agenda
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