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Since we're a client-facing software shop, we actually run 2 project kickoffs - one is an internal kickoff, for our team to get on the same page, learn what our roles will be for a specific project, and sketch out the project milestones. If there's nuance to the client relationship, this lets our teams discuss it and plan for it in private.
That lets Sales, PM, and Engineers present a unified front and support one another in the client kickoff, where we start to fill in any missing details, requirements, get specific materials requested formally, and plan how our team will communicate with client teams over the life of the project. It also gives a really nice moment for the sales team to introduce the project manager and leads, as a "warm handoff."
@Kristen Roth thanks for this publish. I have been whiteboarding a project plan that will require a lot of cross departmental collaboration and was having trouble crystalizing the key points, measures and expected outcomes of the plan. Since reading this article I have honed in on the Project Plan Template to organize my thoughts and the Project Kickoff Template to define the communication and collaboration needed to successfully kick off the project.
Glad to hear this helped, @Andy Gladstone ! That project plan template is so handy. Best of luck to you on the project!
Yes, and...remember to include the team formation things to jump start effectiveness / collaboration...and design the team t-shirt. There are lots of good ideas for this work in Liftoff: Launching Agile Teams & Projects by Diana Larsen and Ainsley Nies.
The kickoff meeting is one of the most important parts of starting a project. However, the experience on many projects tells me that the fundamental thing for a team is the ability to adapt to the various scope changes that the client requires throughout the execution of the project. The agile, in this sense, gives several ideas on how to best manage the evolution of a project.
Really need to drill the importance of the kick off meeting into my team's minds.
I'm at a new org. They just finished their first sprint cycles since I arrived. I assure none of this is going on. I'll be taking this thanks.
yoink
Great post, I am new to my organization but I can see where this is going to help significantly with some of my upcoming work.
Even though I've never done this particular playbook, at my previous company we used to do kickoff meetings but they were not really standardized and expectations were never really drawn out. This is going to be a great template to get started.
Thanks,
Brittany
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