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Free template

Kickoff meeting agenda

A 45-minute agenda for starting a project well.

Make it yours

Free to use and change. No sign-up needed.

How to use it

  1. Fill in the client and project names, copy it, and paste it into your calendar invite.
  2. Keep to the times. If goals take longer, take the time from scope, not from the closing read-back.
  3. The read-back at the end matters most. Actions without an owner and date do not happen.

Kickoff meeting agenda: [Client name]

Before the call

Agenda (45 minutes)

  • 0:00 Welcome and introductions (5 min). Who is who, and the role each person plays on [Project name].
  • 0:05 Goals (10 min). What does success look like in six months? What would make this a clear win? What worries you most?
  • 0:15 Scope (8 min). What is included, what is not, and how we handle new requests.
  • 0:23 Timeline (7 min). Key milestones, known dates, and what we need from [Client name] before each one.
  • 0:30 Roles and decisions (5 min). Who approves work, who is the day-to-day contact, who handles invoices.
  • 0:35 How we will communicate (5 min). Where questions go, how approvals work, how often we update.
  • 0:40 Questions and next steps (5 min). Read back the actions, owners and dates.

Questions worth asking

  • What has gone well or badly with agencies or studios before?
  • What should we never do on your behalf without checking?
  • Is there anything coming up we should know about?
  • How do you like to give feedback: written, on a call, marked on the work?

After the call (within the hour)

Make it work

Three tips before you send it.

  • Send the agenda ahead so nobody is surprised by a question.
  • Record decisions as they are made, not from memory afterwards.
  • If more than four people are attending, name a single person to run the clock.

Want this to live in one place with your client instead of a document? See how a client portal works.

Try it with one client.

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