So, for the next kickoff call, all you have to do is duplicate the template and add your stakeholders’ names and emails.Īn alternative approach is to send an onboarding questionnaire BEFORE you send the kickoff call invite. Then, you can also turn this into a kickoff call calendar template.
#Project kickoff meeting pro
Pro Tip: If you send your kickoff meeting invite in Savv圜al, you can add all of your questions that you need to ask in advance of the call at the same time. I have seen more than one kickoff meeting fall flat on its face because the client was completely unprepared to give over the necessary information.” Even if they don’t write down their answers, just getting them to start thinking about the information you’ll be seeking is going to make the call much more productive. Liam Carnahan of Inkwell Content says, “Always send over a list of questions you want to cover on the call at least one week beforehand. Once you have a consensus on what you want to accomplish, you can reverse engineer what questions you need answered or items you need to do before the call.įor example, many agency owners and consultants-including myself- will send a list of questions or an entire onboarding questionnaire to a client beforehand. Know what your goals for the call are, and put them into an agenda for the call.” Obtain project-related information or details from the client. Get everyone aligned on roles and responsibilities. For example, do you need to confirm the scope of the project? Let the client know your timeline. This will help you prioritize what needs to happen while also ensuring that your call doesn’t wind up taking 4 hours.īeth Carter of Clariant Creative Agency says, “Before the call, decide what you want to accomplish on the call. On this async pre-kickoff jam session, the first step is to be realistic on what you need to accomplish on the kickoff call. This helps eliminate Zoom fatigue, allows for added flexibility, and ensures people have the time to prepare in advance. You can do this asynchronously using collaboration tools like Loom, VideoAsk, or ZipMessage. However, this sync doesn’t need to happen in real-time. This is particularly important if you are doing a kickoff call with a new client or third-party vendor/service provider, as it ensures everyone on your team is aligned in advance.
Schedule a pre-kickoff call with your internal team first However, the real secret to success with a new project is in the prep before a kickoff call. It is easy to get into the habit of just showing up.
#Project kickoff meeting how to
In this guide, we’re sharing how to design a streamlined kickoff meeting process to get your projects started on the right foot. Not to mention, a dialed-in project kickoff process is a great way to improve client retention if you run a client service business. The call is just formality and ensuring everyone is aligned. However, if you’ve ever hosted a kickoff call before, you know the real work is the call prep and the processes you put in place. Your project kickoff meetings are one example where it is better to do these live.Ī kickoff call is where you can get everyone excited, set proper expectations from the get-go, and ensure the project gets off to a smooth start. Contrary to what some might say, not all meetings should be emails.
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