Content
01 Initiation 02 Kick-Off-Meeting-Checklist-Template
Kick-Off Meeting Checklist Template
This Project Kick-Off Meeting Checklist Template is free for you to copy and use on your project and within your organization. We hope that you find this template useful and
welcome your comments. Public distribution of this document is only permitted from the Project Management Docs official website at:
Kick-Off Meeting Checklist
<Project Name>
Company Name
Street Address
City, State Zip Code
Date
Kick-Off Meeting Checklist
A project kick-off meeting signals the start of a new project. It’s an opportunity to introduce all the team members (including the client if applicable) and helps to get everyone on the same page. This checklist includes everything that needs to be accomplished prior to, during, and after a project kick off meeting. To edit this document, under the Developer tap, click on “Protect Form”.
Pre-Meeting Checklist
Develop a Iist of invitees |
Schedule a time and a room for the meeting. (Arrange for IT if virtual.) |
Send invitations 3 days prior to the meeting. |
Assign note taker for the meeting. |
Develop meeting agenda. |
Send agenda out at least 24 hours prior to the meeting. |
Create a sign-in sheet with space for attendee name and contact info. |
Send a meeting reminder the day before the meeting. |
The Meeting Checklist
Have attendees sign in. |
Introductions. |
Agenda (includes main points of the meeting: scope of work, timeline, deliverables, communication methods, success tracking, etc.) |
Q&A |
Review Action Items (What action is needed and who is responsible?) |
Announce next meeting if known. |
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Notes Non-agenda items to be dealt with at a later time:
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Post-Meeting Checklist
Review and edit meeting minutes. (include attendees and contact info.) |
Distribute Meeting Minutes. |
Check status of action items. |
Devise follow-up action for resolving non-agenda items. |
Update/Revise project plan if needed and distribute. |
Schedule meeting space if needed for upcoming meetings. |