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#KICKOFF MEETING AGENDA HOW TO#

Identify roles, responsibilities, and key decision-makers.

Convey why this project is important to do right now.

Create awareness that the project is happening.

Poor experiences will reach customers (or worse, experiences may never reach them at all). Projects can miss deadlines and go off the rails. Without one, teams can end up confused or bitter over misaligned expectations. I believe the very beginning of a project is the best time to establish that communication.Īssuming a team has already chosen its next project, how does that project begin? Most development projects begin with design (or should), and design should begin with a solid kickoff.Ī good project kickoff meeting can make or break a project. Think design assets like logos, fonts, or style guides, templates, databases, logins (to CMS, social, analytics, etc), access to your client’s intranet, and the correct details for invoicing.UX designers don’t work in isolation, so collaboration and communication are vital skills.Ĭommunication is one of the most underrated skills for a UX designer. This allows stakeholders to see a week-over-week view on how work progresses through an email digest or its integrations with Slack and MS Teams.įor client work, there may be other tools you’ll need access to before you can started.

To make it easier to communicate between teams on cross-functional projects, a tool like Atlas features automated weekly digests for project statuses. A communication tool like email or Slack so that the teams can stay in touch about any questions or needs that emerge.Examples include Microsoft docs, Google docs, or you can use a document management system that has built-in hierarchy and organization tools like Confluence. A shared document system to make sure everyone (including your client) has access to important project documents and information.Examples include Jira, Basecamp, or Asana. A work management system to track items in progress.It’s also helpful a to make sure your team or client can access whatever tools you decide to use to keep informed about the project. How will you be sharing your status reports and other files? Aligning on these things early on will help to keep the project’s communication streamlined. Put together a set of collaboration tools you’ll be using during the project and decide with your team how you’ll be using them to communicate.

It’s a chance for your team to get a stronger contextual grounding in the project, to show their understanding and enthusiasm for the project, and set the stage for a positive working relationship with your client.

#KICKOFF MEETING AGENDA HOW TO#

In both cases, the initial kick-off meeting has the same basic function it’s a meeting to set the tone, style, and vision for the project as a whole, and to establish common goals, tasks, and timelines with your project team.įor client work, your project kick-off meeting will include introducing the team working on the project, talking the client through the project stages, and agreeing on how to effectively work together to successfully deliver the project. Or you’re about to start an external project for a client or customer. It could be that the project you’re about to kick-off is internal, such as a new document management system rollout or the build of a new design feature. What’s the difference between a project kick-off meeting with your team and with customers or clients?