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To download template, click here: Project Kick Off Checklist.docx

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Checklist: Topics to cover in your kick off meeting

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Topic

What to Cover

Project Overview

Brief summary of the project based on the Business Case

Project Phases

Review project phases and high level time line. Review only what you know so far. For each phase you review, you should have at least one high level goal and deliverable, including documentation and sign-offs

  1. Planning Phase
    1. Goals (finalize scope, stakeholder analysis)
    2. Deliverables (scope document and sign off)
  2. Requirements Phase
    1. Goals (gather and analyze requirements)
    2. Deliverables (requirements document and sign off)
  3. Design Phase
    1. Goals (analyze and document the functional specifications)
    2. Deliverables (technical design and sign off)
  4. Development Phase
  5. Testing Phase
  6. Deployment Phase
  7. Maintenance Phase

Scope

Overview of the agreed upon scope from the Business Case (what's in and what's out). Formal scoping exercise would be in next steps.

Meetings

Overview of project team meetings and sponsor meetings including attendees and stakeholders participation.

Project Roles

Outline core project team members, sponsor and business owner(s).

Review and Sign-off Responsibilities

Determine who will review documents and how feedback will be incorporated, who will sign-off on documents, and who will be the functional decision maker.

Communication Plan

Determine both sponsor and team meeting frequency, attendees, and documentation.

Timeline and Milestones

Review the timeline with specific milestones and decision points

Next Steps

Examples:

  • Develop scope document
  • Review and sign off scope document
  • Determine stakeholders to include in the requirements gathering
  • Schedule meetings