Go to main content

Description of the Template and Guide

This is the meeting agenda 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.

Get the Guidebook Try This Template in Lucid!

Related Posts: 
The Essential Project Kickoff Meeting Agenda

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

Meeting Goal

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


  • Author:  Elise Keith
  • Duration:  45 minutes to 1.5 hours
  • Group Size:  10 or fewer
  • Solution Categories:  Project Managers
  • Meeting Types:  What is a Workshop Meeting?

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

See More Templates