Confirm the Foundations
- Review the approved project charter and objectives
- Confirm the sponsor and decision-makers are committed
- Verify the budget and funding are in place
- Check that any required contracts are signedUnsigned agreements are a common launch blocker.
- Confirm the high-level timeline is realistic
Lock Scope and Goals
- Write clear, measurable goals for the project
- Define what is in scope in plain language
- List what is explicitly out of scope
- Agree on the criteria for project success
- Document key assumptions and constraints
Set Roles and Responsibilities
- Name the project manager and confirm their authority
- Assign an owner to each major workstream
- Clarify who approves decisions and deliverables
- Confirm team members' availability and capacityCheck for competing projects before committing people.
- Identify any external partners or vendors
Align Stakeholders
- List all stakeholders and their level of influence
- Capture each stakeholder's expectations and concerns
- Agree how and how often you will communicate updates
- Set up shared tools and access for the team
- Decide how decisions and changes will be approved
Prepare the Kickoff Meeting
- Send a clear agenda and goals ahead of time
- Invite the right people and confirm attendance
- Prepare a short, focused presentation or summary
- Gather charter, scope, and timeline documents to share
- Book the room or video link and test the setupTest screen sharing before remote kickoffs.
Run the Kickoff and Follow Up
- Present the project purpose, goals, and scope
- Walk through the timeline, milestones, and roles
- Open the floor for questions and concerns
- Agree on immediate next steps and owners
- Send meeting notes and action items within a dayFast follow-up keeps the momentum going.
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