# Client kickoff meeting agenda

Replace the bracketed text and adjust the timings to the size of the project. Send the agenda to the client at least two working days before the meeting.

---

**Project:** [Project name]
**Client:** [Client company name]
**Date and time:** [Date, time, time zone]
**Location / link:** [Room or video link]
**Attendees:** [Names and roles, both sides — include the client's approver]

## Agenda (60 minutes)

| Time | Item | Lead | Outcome |
|---|---|---|---|
| 0–5 min | Introductions and roles | [Name] | Everyone knows who does what |
| 5–15 min | Goals and what success looks like | [Client name] | One or two agreed success measures |
| 15–25 min | Scope walkthrough: deliverables and exclusions | [Name] | Shared understanding of what's in and out |
| 25–35 min | Timeline, milestones and dependencies | [Name] | Dates confirmed, with the client inputs they rely on |
| 35–45 min | Ways of working: approvals, updates, communication | Both | Named approvers, review windows, update cadence |
| 45–55 min | Risks, open questions and outstanding inputs | Both | Blockers listed with owners |
| 55–60 min | Recap and next steps | [Name] | Every action has an owner and a date |

## Questions to cover

### Goals
- What would make this project a success in three months?
- What has prompted the work now?
- Is there anything that would make it a failure, even if we deliver on time?

### People and decisions
- Who approves each deliverable? Who else needs to be kept informed?
- How quickly can reviews realistically come back?
- Who should we contact if the approver is away?

### Ways of working
- How often would you like updates, and in what form?
- Where should files, feedback and approvals go?
- Are there busy periods or dates we should plan around?

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## Before the meeting

- [ ] Signed statement of work or proposal shared with the whole team
- [ ] Onboarding questionnaire sent and answers reviewed
- [ ] Agenda sent to the client at least two working days ahead
- [ ] Attendees confirmed, including the client's approver
- [ ] Open questions from the questionnaire listed for the call

## After the meeting

- [ ] Recap sent the same day: decisions, actions, owners and dates
- [ ] Approvers and review windows confirmed in writing
- [ ] Outstanding documents and access requested, with deadlines
- [ ] First status update date agreed and in the calendar
- [ ] Risks and blockers logged with an owner

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## Recap email

**Subject:** [Project] kickoff: decisions and next steps

Hi [Name],

Thanks for your time today. Here's what we agreed:

**Goals:** [Agreed success measures]

**Decisions:**
- [Decision 1]
- [Decision 2]

**Approvals:** [Approver] reviews each deliverable within [number] working days. Feedback comes as one consolidated set.

**Next steps:**
- [Action] — [owner] — [date]
- [Action] — [owner] — [date]

**Still needed from you:**
- [Document or access] by [date]

Our first status update will arrive on [date]. Let me know if I've missed anything.

[Your name]

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