Description
A kickoff meeting agenda, pre-kickoff preparation checklist, and a post-kickoff confirmation document to send to the client the same day. It covers what to cover in the meeting and what to document afterwards.
What’s included
- CSV template file (opens in Google Sheets or Excel)
- Pre-kickoff preparation checklist
- 60-minute kickoff meeting agenda
- Post-kickoff confirmation document to send to the client
Who it’s for
Useful if kickoff meetings tend to meander or if you find that both sides leave with different understandings of what was agreed. Not useful if your kickoff is a five-minute call and a project this size does not warrant a formal structure.
If it works
If you send the post-kickoff confirmation the same day as the meeting, both sides have a written record of what was discussed and agreed. That document is the reference point for the rest of the project. It is also useful if there is a dispute later about what was said.
A good kickoff does not guarantee a smooth project. It establishes a shared starting point. What happens next depends on both sides.
Before you download
- This is a CSV file. Open it in Google Sheets or Excel. It will not work as a document or a PDF.
- After downloading, you will find the file in your account under My Downloads.
- You are getting a licence to use and adapt this for your own work. You cannot sell, redistribute, or share it with others.
