Send this agenda a day before the call so the client comes prepared. Aim for 30–45 minutes. The goal is a shared plan and a clear first step, not a friendly chat.
KICKOFF MEETING AGENDA
Project: [NAME] Date / time: [DATE, TIME, TIMEZONE] Attendees: [WHO SHOULD BE THERE — include the decision-maker]
1. Introductions (5 min)
- Who’s who and who does what
- Confirm the day-to-day contact and the final approver
2. Goals and success (10 min)
- Restate the goal in one sentence, agree it’s right
- Define what success looks like and how we’ll measure it
- Surface any constraints or non-negotiables
3. Scope and deliverables (10 min)
- Walk through what’s included
- Confirm what’s out of scope
- Agree how change requests get handled
4. Timeline and milestones (5 min)
- Confirm start date and key dates
- Agree feedback turnaround (e.g. within [X] business days)
- Flag any dates that are firm and why
5. Logistics (5 min)
- Where files and updates will live: [TOOL]
- How we’ll communicate and how often
- Materials/access needed from the client, and by when
6. Next steps (5 min)
- Confirm the immediate first action and who owns it
- Set the next check-in date
- Confirm deposit / paperwork status
After the meeting: send a short recap with decisions, action items, owners, and dates.
This template is a starting point, not legal advice.