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Kickoff Meetings

Kickoff Meetings are the participant introduction to the project. The goals of the Kickoff Meeting are to 1) get participants comfortable with the DORIS process and 2) get participants to sign up for an interview.*

*The interview sign-up process must be ready ahead of the Kickoff Meetings

Plan

Confirm Kickoff Meeting logistics

  • The Operations Manager confirms the logistics for the Kickoff meetings with the liaison.
  • The logistics can be confirmed as soon as the project has sold.
  • Upon confirmation, add details for the Kickoff Meeting(s) to the Project Charter, Ops Logistics, and send a calendar invitation (or ensure the client invites the project lead).
Kickoff Meeting logistics
  • How many Kickoff Meetings will we host?
  • Will the meeting(s) be held in person or virtually?
    • while Kickoffs are usually standalone meetings, project engagement is better when Kickoff information is added to an existing mandatory or all-staff meeting
  • meeting date(s) + time(s)
    • each standalone meeting is 30 minutes
    • If needed, Kickoff content can be presented in 10-20 minutes 
  • How will participants sign up to attend?
    • common options: sign up through a DORIS Calendly, calendar invitations sent by client internally

Prepare protocol and materials for Kickoff Meetings

  • The Project Strategist creates the agenda and tools for the Kickoff Meetings. 
    1. Open template from the link in the "Tools + Supplies"
    2. Copy, Save As with the project name
  • If the Kickoff will be held onsite, print and pack any supplies needed. If the Kickoff will be virtual, ensure the digital tools are accessible for participants.

Kickoff Meeting Agenda Template

Tools + Supplies

Tools

In-Person Kickoff:

Virtual Kickoff:

Execute + Monitor

Conduct Kickoff Meetings

  • The Project Strategist hosts one or more Kickoff Meetings.
  • Each Kickoff Meeting is 30 minutes long and is usually held digitally via Zoom.

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