Meeting template

Project Kickoff

Start a project with full clarity on goals, scope, roles, risks, communication rules, and first actions. Prevent misalignment from day one.

Live

Session

Project Kickoff

Start the project with clarity on goals, scope, roles, risks, communication rules, timeline, and first actions.

1Goals and success criteria0:00–0:20
2Scope and boundaries0:20–0:45
3Roles and decision rights0:45–1:05
4Break1:05–1:15
5Risk scan1:15–1:35

Facilitator guide

Set the context, then invite each participant to share their top priority before opening discussion.

Step 2 of 4 · 18 min left

Decisions & next steps

Confirm priorities
At a glance
Duration
2 hours
Participants
5–20 people
Format
In-Person
Facilitation style
Direct
Tone
Professional
Decision
Structured decision method included

Overview

Start the project with clarity on goals, scope, roles, risks, communication rules, timeline, and first actions.

Expected outcome: A shared project charter, clear role ownership, risk list, communication agreements, and first action steps..

When to use it

  • A new project or initiative
  • A new phase or major milestone
  • A team forming for the first time

Who should attend

Project manager, sponsor, core team and key stakeholders.

Preparation checklist

  • Prepare a one-page project brief
  • Confirm sponsor and project manager
  • Draft a rough timeline and scope statement

Example agenda outline

  1. 0:00–0:20

    Goals and success criteria

    What does done look like?

  2. 0:20–0:45

    Scope and boundaries

    What is in and out of scope.

  3. 0:45–1:05

    Roles and decision rights

    Who is responsible, accountable, consulted, informed.

  4. 1:05–1:15

    Break

  5. 1:15–1:35

    Risk scan

    Top risks, dependencies and assumptions.

  6. 1:35–1:50

    Milestones and comms

    Timeline and communication cadence.

  7. 1:50–2:00

    First actions

    Owners and deadlines for the next two weeks.

Facilitation tips

  • Make decision rights explicit
  • Capture first actions with owners before people leave
  • Agree communication cadence up front

Common risks

  • Turning the kickoff into a status update
  • Unclear decision rights
  • No first actions assigned

Expected outcome

A shared project charter, clear role ownership, a risk list, communication agreements and first actions.

Use the Project Kickoff structure for your next session

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