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The Essential Project Kickoff Meeting Template

This is the template the team at Lucid Meetings uses to run kickoffs for smaller projects. It covers all the basics, and gets everyone involved to create a strong mutual commitment to the project's success.

During this meeting, you'll lead two separate discussions using techniques developed by expert facilitators and project managers. Between these, you'll walk the team through an overview of the project logistics.

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The Essential Project Kickoff Meeting Agenda

Meeting Goal

Create clear working agreements, a shared understanding of project success and decide on next steps.


Agenda Overview

  1. Introduction
  2. Discuss: When this Succeeds
  3. Project Logistics
  4. Discuss: Why Might this Fail
  5. Review & Confirm Next Steps

Download the Agenda

12-page Facilitator's Guide with tips, step-by-step instructions, & resources

PDF printable guide includes:

  • How to prepare
  • Tips for running a pre-meeting with the sponsor
  • When to schedule the meeting
  • Step-by-Step Instructions for running the call
  • Resource Guide

Get the Guidebook