A kickoff meeting is a meeting in which you and your team will go over the goals of the project and come up with a discovery plan that takes into account all the data you’ve collected so far. You might already have some ideas about what this discovery process should look like, but we recommend that you follow these steps so everything goes smoothly:

Good kickoff meeting outline

The kickoff meeting is a good opportunity to get everyone on the same page.
It should be held at the beginning of your project, not later in the process.
This is an important meeting because it will allow you to establish trust, collaboration, and communication with all stakeholders involved in this project.
A kickoff meeting includes:
- Client/client representative
- Project manager or project manager's representative
- Team members (including IT staff if applicable)

Agenda

The agenda is a list of things to discuss, do, review and/or approve. It's important that you take into account all the different activities that will be going on during this meeting so you can ensure everyone has their fair share of attention.

The agenda should be very clear on what needs to be done in order for it to be effective; if there are any unclear areas then they'll need further clarification by whoever drafted them (you!) before they can proceed with their plan. This also helps prevent confusion about what exactly needs doing when it comes down to crunch time - which can easily lead to arguments or misunderstandings between team members who aren't communicating well enough regarding timelines/schedules etc.

Implementation Details

The kickoff meeting is a chance for you to get acquainted with your team, and it's also an opportunity for them to learn about implementation details. The first thing they will want to know is what exactly you want from the project. You should be prepared with a list of goals that are specific, measurable, and achievable. Ideally, each goal should be broken down into smaller parts so that everyone understands how they relate together at every stage of the project. If there are any questions or concerns about any aspect of these goals or deadlines, make sure they're addressed before everyone leaves so that everyone can move forward confidently in their work without being distracted by anything else going on around them!

Implementation Overview

The Implementation Overview section is where you'll describe the project planning and execution. Make sure to include all of these elements in your description so that your team knows what they're working on.

Project planning: A high-level summary of what you're doing for this project.
Execution: These are more detailed statements of what needs to happen in order for your organization to achieve its overall goal(s). They'll also act as checkpoints throughout the entire process so everyone knows exactly where they stand at any given time throughout their involvement in completing each step along this journey!

Change Orders

These are important because they outline what needs to happen if there is a change in scope. It's also a great place for you as the project manager or team leader to document how and why you made these decisions so everyone knows what was decided upon and why it was necessary.

Success Criteria

What do we need to have to happen in order for this project or initiative to be considered successful? This is also where you can outline the criteria that will help you measure success, like KPIs (key performance indicators). You'll also want to answer questions like: How will we know when it's time to reevaluate our strategy? What will indicate that the project has been successful, or if it needs to be adjusted?

Next Steps

The next steps section is where you will outline what needs to happen next, and when. You'll want to include things like: When do we need to have this done by? Who should be involved in making these decisions? Who's responsible for making sure that this happens on time? What are the milestones of our project plan?

Discovery is a process that will help you to dive into the project and get to know your clients in order to understand their needs, goals, and expectations and to make sure that your team is on the same page. It's also an opportunity for you to get all of the information you need in order to create a successful project plan. Don't leave anything out! The more thorough your discovery process is, the better off you'll be when it comes time to start executing on your strategy. Get the full Discovery Kickoff Template here.

Discovery Kickoff Template by Infinite Renewals