Team Meeting
As Needed
30 Minutes

About this template

The best way to set a new project on the right track? Start with a clear, concise project kickoff meeting agenda. Here are five things to include.

Meeting Rating

Encourage team members to rate each meeting after it's finished so you can see how your meetings are trending over time. This is the Meeting Rating question and the pre-defined responses. To change the Meeting Rating question go to your meeting's settings page.

Question

How would you describe our progress towards our goals?

Responses

:green_square:On track

:yellow_square:Some concerns

:red_square:Behind

Next Steps Tracker

Drive accountability across your entire team with a built in next steps tracker. Next steps are documented during the meeting, sent out after, and followed up on automatically. Finally, meeting follow-up you don't have to chase.

AI-powered Meeting Insights

Conversational analytics that provide knowledge and resources to have more impactful, meaningful meetings. Run your meeting like a pro!

Suggested Questions

SoapBox will serve up battle-tested and recommended questions/icebreakers to help prompt productive conversations with your team. Quick-add questions to your next meeting agenda and start your next meeting off right.

Why have a project kickoff meeting?

Project kickoffs are a great way to get everyone aligned on project goals, scope, and milestones. It’s also a great way for the team to build a sense of ownership for the task at hand. Project kickoff meetings allow the project lead to delegate tasks and ensure that people are held accountable down the road for completing their part.


Project kickoff meeting template walk-through:


1. Project brief

Start the meeting off by letting everyone know about the project and why they’re there. Be sure to have the project brief documented as a doc or presentation, so people can follow along and reference after the meeting is over.

In your brief, you should outline the following:

  • Goal: What is the goal of this project? What are you hoping to accomplish?
  • Scope: How much effort is required from each member or department?
  • Timeline and milestones: When will this project start and stop? If there are any milestones in between, mention those with dates as well. This will help you gage whether or not the team is on target to hit your end date or if they’re behind.
  • What success looks like at the end: What are you hoping to accomplish by the end of this project? Is it a big marketing campaign that you anticipate will drive 100 opportunities for the sales team? Let people know the potential impact of this project and what the end-goal is.


2. Roles and responsibilities

Foster accountability and ownership on the team by assigning people roles and responsibilities. If there’s a designer on the team, what is required of them and by when? How about the engineering team?


3. Cadence

Determine as a team how often you’ll meet, how you’ll communicate (I.e. a Soapbox agenda, Slack channel, etc), and how you’ll share and track progress.


4. Next steps

This agenda item is the difference between an effective kickoff meeting and a not-so-effective one. By determining and assigning next steps, your team will leave the meeting knowing exactly what they’re expected to work on before your next meeting.


5. Q&A

Leave time at the end of the meeting for questions. This will give the team a chance to seek more clarity should they need it.

Group software that makes life easier

Have an amazing project kickoff meeting in SoapBox: a central place for all your team meetings and one-on-ones.

soapbox meeting agendas
accountability in the workplace icon

Save time

Our meeting management tools make it easy to prep for your project kickoff meeting quickly and easily. Keep your group as efficient as possible with our shared agendas and integrated meeting minutes.

team icon

Boost your productivity

Never lose track of a follow-up item again: our summary feature and action item tracker makes it easy to track decisions and next steps, right in your project kickoff meeting agenda.

everyone gets heard icon

Have better conversations

Meaningful conversations happen when everyone in your group is prepared. Use our suggested items and agenda templates to get the conversation flowing in your project kickoff meeting.

Ready to revolutionize your project kickoff meeting?

Use this template for free