Kickoff - Enterprise Software Company Template

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