Project Name &

Number:
Description:
Project Manager:
Project Sponsor:
Date:

Kick-off Meeting Checklist

The project Kick-off Meeting lays out the mode of operations for the execution phase of the
project, and allows project team members to gain a clear understanding of the project objectives,
commitments, and their roles in meeting those objectives. The Kick-off Meeting Checklist
provides a guideline for the Project Manager to prepare the meeting Agenda. Choose the topics
and activities that are relevant to the project.

~~This form is intended as a guide and does not have to be submitted for approval~~

Topic Activity
Project Describe the project and explain its importance or significance. Describe
Description the value to the user/customer and the Carleton community.
Scope Review the Project Plan and outline the boundaries of the project.
Review the project timeline, key milestones, deliverables, and target end
Schedule
date. Identify collectively all of the short term actions.
Introduce the members of the team, their roles and responsibilities on the
Roles and
project, and any area of expertise they may have. Explain approval and
Responsibilities
decision-making procedures.
Project Team Distribute a list of names, phone numbers, and e-mail addresses for all
Contact List members of the project team.
Describe the method used for status reporting, including frequency,
Status/Issue
format, method of delivery, and types of communications required (based
Reporting
on your Communication Plan). Review procedure for reporting issues.
Project Explain the process for keeping the project documents up-to-date and
Documentation indicate their location.
Change Describe the Change Management Process for changes in time and/or
Management budget.
Process

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