Project Kickoff Template
Get everyone aligned from the start and manage projects with ease with the Project Kickoff Meeting template.
About the Project Kickoff Meeting template
The Project Kickoff Meeting template makes it easier for project managers to align teams from the start of the project, clearly defining expectations and next steps so the project runs smoothly and efficiently. This template is also perfect for creating a project manifesto, where everyone involved can see the project objectives, core values, and ways of working at any time.
Keep reading to learn more about the Project Kickoff Meeting Template.
What is the Project Kickoff Meeting template?
The Project Kickoff Meeting template contains seven steps or activities to run a project kickoff meeting successfully:
Intro to project + meeting hosts
Goals and topics for the meeting
Questions and answers
Project planning board
Summary of action items + next steps
It’s similar to a project kickoff meeting checklist, where you will define all the necessary steps to execute your project and align with your team or project participants on roles and responsibilities, and the best ways of working together and communicating with each other.
The Project Kickoff Meeting template also works as a source of truth, which you can always consult and go back to when searching for information or guidance on your project.
Who is the Project Kickoff Meeting template designed for?
This template is suited for project managers to help kickoff new initiatives, but any stakeholder involved in a project can also use it. This template is also very suitable for cross-functional teams starting new projects since it organizes the project's goals, RACI, and each participant’s next steps in one shared space.
How to use the Project Kickoff Meeting template:
This template is a framework containing seven activities (or frames) so you can lead project meetings smoothly and efficiently. Follow the steps below to use the template to run a Project Kickoff meeting:
Intro to project + meeting hosts: this is where you introduce not only the project but yourself and whoever manages the project with you. It’s a great opportunity to explain your role and how people can reach out to you.
Icebreaker activity: the icebreaker ‘One Word about Collaboration’ gets everyone participating and shows how people in the project can best collaborate together.
Goals and topics: here is the space to add the project goals and what you are doing in the kickoff, and any reference material or content you find useful for your project and team to consult later on.
Project RACI: one of the most important steps, RACI (Roles, Accountable, Consulted, Informed), defines who is responsible for what and how. It helps teams to stay aligned and communicate more effectively with the right stakeholders.
Questions and answers: open space for questions and be an active listener. Note what are your team's pain points and try to address critical issues. It’s crucial that no doubts, at least at this stage, go unanswered.
Project planning board: here is where the work begins! With this Project Planning board, you can list all the necessary things for the project to happen, from teams, actions to dependencies and risks. Invite your team to add their thoughts on it and co-create your project plan together.
Summary of action items + next steps: to sum up your meeting and come up with a project kickoff checklist, add a timeline with the following steps and any other resource that might be useful to start the project.
Miro’s infinite whiteboard allows you to run a project kickoff meeting freely, without any data constraints, as you can add as many resources and files as you need. As a living document, your project kickoff board can easily be accessed by teammates and updated at any time.
What should a project kickoff meeting include?
You should include anything needed to guide people through the project. Establishing the main project's goals and RACI makes it easier for everyone to understand their role and what they should be doing. The project kickoff meeting is also for you to define how to start executing the project, and as a best practice, create a project kickoff checklist at the end of this meeting and schedule a follow-up session to track the project's progress.
Who should attend a project kickoff meeting?
At the project kickoff meeting, it’s important to invite everyone involved and the main stakeholders (who should be informed of the project’s results and achievements later on). It helps to list all teams involved (development, design, content, marketing, product, etc.) and attendants. If in doubt, reach out to them before the actual meeting and see if they are the right person to be there. At the meeting, it’s crucial to make the RACI exercise to define roles and responsibilities so everyone stays aligned and on the same page.