Enterprise Software Company Kickoff

Meeting Prep Checklist

Check background information of the attendees
Prepare a brief, compelling introduction
Review the pre-identified goals of the project
Review project specifics and timeline
Make sure all possible questions and interjections are anticipated
Prepare for possible issue and risk discussions.

Meeting Agenda Template

• Introduction
• Present team members from both sides
• Present goals and objectives
• Review and confirm project scope
• Discuss and define roles and responsibilities
• Review project timeline and key dates
• Review risk and issues management procedure
• Discuss communication plan and reporting process
• Discuss next steps
• Q&A

Meeting Notes Template

• Attendees
• Agenda points
• Goals and objectives
• Project scope
• Roles and responsibilities
• Key dates
• Risk discussion
• Communication plan
• Next steps
• Customer questions and answers

Meeting Follow-up Checklist

Summarize the meeting notes
Update meeting notes and recording in the CRM
Update contacts and opportunities based on the discussion
Send a follow-up email summarizing the key points discussed in the meeting
Share the meeting summary with the internal team
Plan for the next steps