Project Kick-Off Meeting

Infuse new projects and initiatives with momentum using this meeting agenda template

Get this free template in Fellow

Using templates in Fellow enables you to collaboratively prepare and edit notes, create tasks, and integrate with 50+ apps


Project Name:


Helpful Links:

What are the goals of this project?

  • Review or decide on project goals. 
  • Goals should be SMART (Specific, Measurable, Achievable, Realistic, Timely)

Audience & Value Proposition

Quick reminder of who the target audience is for the project and what the core value proposition is

Major tasks and timeline

  • Make sure every part of the project has an owner and timeline

Decisions that need to be made

  • What decisions need to be made? (Name)
  • List topics for discussion/decision here, specifically noting what needs to be decided

Next Steps

  • @name Task by DUE-DATE

How to use this template

Is it time to grab a project kick-off meeting agenda template and get to work and launch your next project or campaign? A successful kick-off meeting gets everyone on the same page about the project’s purpose and makes sure everyone is ready to get to work.

Every well-planned initiative is rooted in a solid understanding of the audience, message, and goal for the campaign. That’s why this meeting agenda template has matter a brief portion, in the beginning, to cover these ideas and make sure the team is aligned on what this project is all about.

From there, your agenda takes you to an overview of the most important tasks involved in the project. Here, review the general timeline for when everything needs to get done. At least for all immediate needs, you can designate who is responsible for what.

Assigning ownership to major parts of the project should help you reveal any decisions that need to be made. While you don’t have to decide everything in a single meeting, you should make sure that any decisions that are blocking people’s work are handled.

And you’re done! Make sure any next steps that came up during the meeting are logged in your notes, assigned, and given due dates. And end on a high note! Commit to the work ahead.

Project Kick-Off Meeting Best Practices

1. What is the Project Objective?
It's important to clearly state your project objective before any further planning can occur. This might sound like a no-brainer, but it's easy to get caught up in the excitement of getting started, and forget this crucial step. Ask yourself why you are doing what you're about to do. What does success look like? Who is your audience? What are your goals with this project?

2. Who will be involved in the project?
Projects require input from a variety of people, so be sure to designate key stakeholders as early as possible. Identify who will have a vested interest in the project's success. Make sure your team is diverse enough so that everyone benefits from the end result. Each member brings a unique viewpoint and perspective, which adds value to the overall project. This is especially important when planning for cross-functional teams, where multiple departments may be working together on one large task.

3. Select a Project Manager
When you first start planning a project, it may seem like you've got an endless number of options. But it's best to narrow down your options to just one person as early as possible. From the get-go, you should assign responsibility for the project. There will be many factors that determine who will be the best manager for the job: their experience, past successes, organizational fit, and so on. This is just a starting point, so take time to evaluate the various possibilities and make the decision you feel is best. It may take some trial and error to find the perfect match for your project.

4. Determine Project Timeline
There's no magical way to get started on a project. Before you send out that first email or text message, you need to have an idea of how long this project will take. It's fairly easy to work backwards from the project completion date and figure out how long each phase of the project will take.

5. Outline your project goals and objectives
Starting from this point, you can begin to construct a project roadmap that will guide you through each phase of your project.

6. Develop project scope
Be realistic with your estimates but don't get caught up in over analyzing the project or planning it to death. Establishing a realistic scope is an important first step towards success. A simple method of establishing scope is to create a list of the tasks you'll be taking on and then estimating how long each task will take to complete. Remember that nothing is written in stone, so you'll need to reevaluate your list on a regular basis.

7. Design the project structure
This is where you begin to map out your project management structures. You'll need to establish a clear organizational chart of who will be responsible for what, as well as defining the various groups that will be performing the work. You will obviously need to create and assign roles and responsibilities. Be sure to include all the necessary policies, processes, procedures, etc. that will be needed for your project.

8. Budget and resource allocation
Now that you know what resources will be required to complete the project, it's time to budget your project. Set aside a certain amount of money for the various resources that will be required. The more time you can spend considering both monetary and human resources, the better your project is likely to turn out. Once again, try to be as realistic as possible when estimating costs associated with each phase of your project. This may seem like a tedious process, but it's better to be safe than sorry.

9. Schedule and track the project
Finally, establish a clearly defined schedule for your project. This will ensure everyone understands what tasks are expected to be completed by each given time. Along with this, include specific start and finish dates for each phase of the project. This will help everyone involved in the process make sure they are on track and avoiding any last minute setbacks that may cause delays on the project.

Start having better meetings with Fellow today

Get Fellow Today

Got something to contribute?

Become a contributor, and add your unique take on these topics to our website.
Become a contributor