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1-Kickoff Meeting Template PDF

The document outlines details to collect before a kickoff meeting including client name, project name, project details, contact information, and technical details. It provides templates to discuss the project goal, supporting features, responsibilities for copy, media, aesthetics, release, support, revisions, and marketing. The meeting aims to define expectations and collect necessary assets to strategize and plan the project.

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Trupti Kapali
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76 views7 pages

1-Kickoff Meeting Template PDF

The document outlines details to collect before a kickoff meeting including client name, project name, project details, contact information, and technical details. It provides templates to discuss the project goal, supporting features, responsibilities for copy, media, aesthetics, release, support, revisions, and marketing. The meeting aims to define expectations and collect necessary assets to strategize and plan the project.

Uploaded by

Trupti Kapali
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Pre-Kickoff Meeting

Try to collect the following information before your kickoff Client Name
meeting so that your team can do some initial analysis for
strategy discussions during your initial meeting.
Project Name

My Stuff Their Stuff


Project Details Mechanical Details
Project Primary Goal: New Server or Existing Server:

Existing Server Information


Server Type (Shared, VPS, Dedicated):
Secondary Goal:

Server Host:

Server Username:
Primary Contact Name:

Server Password:

Primary Contact Phone:


Connection Protocol (FTP/SSH):

Primary Contact Email: Database Host:

Database Password:
Secondary Contact Name:

Does company email reside on this server?

Secondary Contact Phone:

Current Analytics

Secondary Contact Email: Service:

Additional Notes Username:

Password:
Kickoff Meeting Technical
Define the primary goal
Detail what the primary goal of the project is. (Buy a product, fill out a contact form, post a comment)

Define the secondary goal


If there is a secondary goal what is it? (Post a review, sign up for the newsletter, post a comment)

List supporting features


This portion of the conversation will take the longest. You can expedite the process by taking the follow-
ing approach:

1. List all of the supporting features of the application first with no discussion.
2. Then go back through and list how each feature supports the primary or secondary goal.
Kickoff Meeting Copy & Media
Who will be responsible for copy for the website?
This includes all text and copy for the website.

Our Responsibilities Due Date Customer Resp. Due Date

Who is responsible for supporting images?


Supporting images are photography of the customer’s store-front, product shots, or stock photography.
Does the contract state who is responsible for any photography costs?
Our Responsibilities Due Date Customer Resp. Due Date

Who is responsible for supporting video?


Who is responsible for creating any video that will appear on the website?
Our Responsibilities Due Date Customer Resp. Due Date

Are there any company assets currently available that could be recycled?
These assets might include the following: Existing commercials, staff photos, brochure source files, existing
website copy.
Kickoff Meeting Aesthetic
What is the look and feel we should be seeking to create?

To reach a solid answer for this I try the following:

Are there any existing campaigns the site should mimic?

Pick the word that best describes the message you want to convey:

Playful Serious

Pick the word that best describes the feeling you want to convey:

Youthful Experienced

Pick the word that best describes the style you want to convey:

Clean (few textures) Robust (many textures)

Are there two sites that are not in your company’s field that make you feel the way you want
your site to make you feel?

What are the defining colors of the company?


These colors could be from the company logo or from other marketing campaigns.

Do you have a vector version of your company logo and any supporting
brand logos that will be needed?
Our Responsibilities Due Date Customer Resp. Due Date
Kickoff Meeting Release
What is the scheduled release date?

When will the project be available to the public.


Our Responsibilities Due Date Customer Resp. Due Date

What is the go-to-market strategy?

Will there be a beta test, slow roll out, or will the project be immediately available to the public?
Our Responsibilities Due Date Customer Resp. Due Date
Kickoff Meeting Support & Revisions
What is expected in terms of support?
How will we support this project once it goes live?
Our Responsibilities Due Date Customer Resp. Due Date

How will future revisions be deployed?

After this project goes live will we be asked to develop additional features?
Our Responsibilities Due Date Customer Resp. Due Date

How will new ideas that come during production be handled?


We typically hold any change requests until the end of the project unless the request changes the proj-
ect’s structure and the change needs to happen immediately.
Our Responsibilities Due Date Customer Resp. Due Date
Kickoff Meeting Marketing
What type of support marketing needs to be started to promote this project?
If the project will need supporting marketing like blog entries, guest-posting, social media accounts, or
traditional advertising they should be identified now.
Our Responsibilities Due Date Customer Resp. Due Date

How will marketing efforts be deployed?

When should other marketing parties expect to launch the marketing efforts to support the roll out of
this project?
Our Responsibilities Due Date Customer Resp. Due Date

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