How to facilitate an effective kickoff meeting

Kickoff meetings can often be exciting. They’re the start of something new and designed to align all contributors before the project begins. These meetings are the right time to go over the project goals and answer any questions. 

 But simply holding a kickoff meeting is not the same as facilitating an effective kickoff meeting that sets up team members for success. This blog post will go over tips and best practices for project managers to run an effective kickoff meeting. 

The purpose of a project kickoff meeting

If you were a wedding planner, during your project kickoff meeting, you’d meet with your client and go over the details of the wedding, discuss which member of your team would be handling specific details, and agree on the desired outcome. It’s also when you would present the work you’ve done before meeting with your client. 

The same thing goes for kickoff meetings. Facilitating them correctly can very well determine the success of a project. Here are some primary purposes of project kickoff meetings:

• Determine what needs to be done - This might seem obvious, but you may get to your kickoff meeting and realize that your team misunderstood the deliverables.This is the time to clear up any confusion and open the meeting for questions.
• Get background details - Why is the client or stakeholder requesting this type of project? What are competitors doing? Understanding the context of the project is important.
• Determine communication - In the kickoff meeting, it is important to define communication preferences. Determine how often stakeholders want updates, their hours of availability, and any other important communication details.
• Introduce everyone - If this is an external client, it’s important that the team is  introduced to them. If the project is with internal stakeholders, it’s still worth going around the room to make sure everyone is familiar with one another.
• Manage expectations - It’s important to evaluate expectations in the kickoff meeting. Make sure that your team can actually get the objectives done within the agreed timeframe.
• Determine success - How will the success of this project be measured? And who will be doing that measurement? This is where you outline KPIs and what will determine the project as successful.
• Delegate roles - During the initial meeting, you’ll want to delegate who on your team will be responsible for what. This is a chance for your team to also self-nominate for things they’d like to take the lead on.
• Get inspired - As we mentioned, kickoff meetings can be exciting. This is your chance to generate enthusiasm for the project and help your team visualize the goal. If done correctly, the kickoff meeting can really set the tone for the project as a whole. 

How to facilitate an effective project kickoff meeting

There’s a major difference between holding a meeting and facilitating a meeting. When you  successfully facilitate an effective project kickoff meeting, you’re determining the direction of the meeting and that can actually determine the success of the project. 

Facilitation is providing the infrastructure for a meeting and allowing your team to perform within that structure. 

Here’s how to do it:

Before the meeting 

Showing up to the meeting unprepared is a recipe for disaster. As the project manager, it’s in your best interest to come to the meeting prepared. You’ll need to:

• Hold an internal meeting - Have a meeting with the meeting sponsor, or the person who has requested the meeting, before anyone else meets to identify what objectives they’re trying to achieve.
• Prepare an agenda - This should include guidance about the discussion points you’ll be covering during the meeting. This may also include direction on how long you’ll be spending on each item so that everything can be discussed in the allotted time.
• Prepare a project brief - This should give a general overview of the project and its deliverables. It should also give a list of team members and general responsibilities. 
• Send out an invite - The invite should include everyone who will be working on the project and should have a link to the agenda and the project brief. It should also provide  a hard stop time for the meeting.

During the meeting 

• Manage the discussion - Determine which items will be discussed and how long you’ll spend on each item. If a team member takes the discussion away from the item at hand, it’s your responsibility to get the discussion back on track.
• Take notes - Utilize  cloud-hosted software, such as Lucidspark, to take notes during the meeting so that they are secure and accessible to everyone.. 
• Assign responsibilities - Assign responsibilities to your teammates as the meeting progresses.
• Determine next steps - Keep the momentum going by telling your team what to expect. It’s smart to set up the next meeting before everyone leaves. If there are tasks that have a tight turnaround, make sure those are assigned and verify that the responsible parties understand the tasks.

After the meeting 

• Send out the notes - If you’re using Lucidspark for your notes, once the meeting is over, you can immediately send the notes out with a click. The project kickoff notes will act as a source of truth throughout the duration of the project.
• Share additional  info - Along with the notes, be sure to share  ancillary materials such as decks or example projects and send out everyone’s contact information as well as a meeting schedule.
• Follow up - Quickly follow up with every member of your team. It can be just a quick check-in on Slack, but this allows for your team members to voice questions and concerns they may have not brought  up in the meeting. This also allows for your team members to express things they hadn’t thought of during the meeting or clarify things they didn’t quite understand. Following up also reminds your team members you’re there to help throughout the entire project. 

Project kickoff meeting checklist 

This checklist will help make sure important details aren’t forgotten during the meeting:

• The basics - The sponsor, the project manager, the stakeholders, the name of the project, the date of the kickoff, and the deadline
• The basic requirements - What are the deliverables?
• The budget - What are you allowed to spend?
• Milestones -What are the important dates within the project?
• The risks - Knowing what could go wrong along the way can help your team prepare. Plan for things that could put your project at risk.
• Approval - Who’s responsible for approving the project and signing off on each deliverable?

When you facilitate an effective kickoff meeting, you’ll find that you’ve set your team up for success,  everyone understands the requirements, and your team will be eager to start.