Yes, we all have too many let's at least stay organized! → Discover ZipDo

How To Run A Kick Up Meeting

Ensure clear communication of project goals, gather input from all team members, establish responsibilities, and create a comprehensive strategy to increase motivation and productivity.

A Kick Off Meeting is the first meeting with the project team and the client of the project. This meeting would follow definition of the base elements for the project and other project planning activities. Its primary purpose is to communicate the project details, set goals and expectations, ensure that everyone is on the same page, and set the momentum for the rest of the project. It is indeed a crucial step in ensuring project success as it establishes a common understanding of the project’s scope, objectives, timelines, roles, and responsibilities among all stakeholders.

What is the purpose of a Kick Up Meeting?

The purpose of running a kick-up meeting as a leader is to set the tone for the project, align the team’s goals, ensure everyone understands their responsibilities, and establish a clear communication framework. It provides an opportunity for collaboration, boosts morale, and fosters a sense of unity among team members, leading to increased productivity and effectiveness.

How To Run A Kick Up Meeting: Step-By-Step


Step 1: Pre-Meeting Preparation

This step primarily emphasizes the creation of a comprehensive meeting agenda, outlining the meeting’s purpose, topics for discussion, and participants’ names. It necessitates the advance preparation and organization of either a physical meeting space or a virtual meeting platform to ensure a smooth, productive, and efficient meeting experience.

Next Step

Step 2: Introduction

In this stage, the meeting facilitator commences by warmly welcoming all attendees, offering a comprehensive brief of the proposed meeting structure and core themes. If the meeting involves new participants or is the inaugural interaction, introductions may be needed for a more inclusive and collaborative environment.

Next Step

Step 3: Statement of Objectives

In this crucial step, articulating the meeting’s purpose, outlining the desired results, and emphasizing everyone’s contribution’s significance is vital. This aids in directing ensuing dialogue and decisions suitably. It ensures discussions remain on-track, and everyone understands their involvement, fostering a collective effort towards achieving set aims.


Want to run a better meeting? Try ZipDo, our Meeting Note Software.

  • Connect your Google Calendar
  • Automatically create a note for every meeting
  • Organize your meetings and meeting notes in a channel like Slack
Learn more about ZipDo
Next Step

Step 4: Discussion

The facilitator creates an open forum for attendees to delve into the agenda topics. Attendees may share YTD statistics, innovative concepts, or generate solutions collaboratively. This is also the stage to discuss any potential issues or apprehensions that could impede project progress. The goal is to ensure an engaging, productive, and dynamic conversation to stimulate decision-making and future actions.

Next Step

Step 5: Clarifying Questions/Conclusions

In this closing phase, the facilitator invites dialogue, encouraging attendees to inquire about any unclear aspects or contribute final insights. The facilitator adeptly summarizes the key discussion points, reached conclusions, and proactively outlines the respective action plans that were mutually agreed upon during the meeting proceedings.

Next Step

Step 6: Assignments and Deadlines

Whenever tasks are assigned in a meeting, it’s crucial that there’s absolute clarity pertaining to the roles and responsibilities tied to each task. This includes detailing what is expected from each individual or team. Moreover, a specific timeline or deadline should be attached to these assignments not only to maintain accountability, but also to facilitate effective project planning and progress tracking. This precise delegation and time management boosts productivity and assures goal accomplishment.

Next Step

Step 7: Closing

This signifies the final segment of the kick-off meeting. In this stage, the facilitator briefs the meeting, encapsulates any impending actions, and expresses gratitude to all the attendees for their active involvement. In conclusion, everyone gets dismissed, bringing the meeting to a full circle. This stage is key to ensuring clear communication and a shared understanding of the meeting’s purpose and future plans. It further reassures participants their input was valuable, promoting a motivating exit.

Next Step

Step 8: Follow Up

Post-meeting, it is vital to circulate a meeting summary or minutes detailing decisions, assignments, and due dates. Seeking participant feedback can enhance meeting effectiveness. This follow-up is key to maintaining transparency, monitoring progress, enforcing accountability, and ensuring that all attendees are informed and aligned.

Questions to ask as the leader of the meeting

1. What are our main objectives for this project? – This question ensures that everyone is clear on the purpose and goals of the project.

2. What are the key milestones and deadlines? – This question helps to establish a timeline and keeps everyone accountable for timely completion of tasks.

3. What are the potential obstacles or challenges we may face? – This question helps to identify any potential roadblocks that may affect the project’s progress and allows proactive problem-solving.

4. Are there any resource or support requirements that we need to address? – This question ensures that necessary resources, such as equipment, budget, or personnel, are allocated appropriately to avoid any bottlenecks.

5. How will we measure success for this project? – This question establishes clear metrics or indicators of success, enabling the team to focus their efforts and measure progress effectively.

6. How will we communicate and collaborate throughout the project? – This question establishes effective communication channels and collaboration tools that ensure smooth information flow and coordination among team members.

7. What roles and responsibilities do team members have? – This question clarifies each individual’s role and responsibilities, preventing any confusion or duplication of effort.

8. How can we ensure alignment with the overall organizational goals? – This question ensures that the project remains aligned with the broader goals and mission of the organization, contributing to its success.

9. What risks should we anticipate, and how can we mitigate them? – This question prompts a discussion on potential risks and allows the team to proactively identify strategies to minimize their impact.

10. How can we continuously improve and foster innovation throughout the project? – This question encourages a focus on continuous learning, creativity, and innovation, fostering a culture of improvement and encouraging new ideas.

As a leader, preparing a kick-up meeting agenda is crucial for maximizing productivity and setting clear goals. Start by outlining the meeting objectives, prioritizing the most important topics, and allocating time for each item. Include opportunities for team members to provide updates, brainstorm ideas, and address any challenges. Distribute the agenda in advance, allowing participants to come prepared, contributing to a successful and efficient meeting.

How To Prepare For A Kick Up Meeting
Meeting Preparation Icon

During a kick-off meeting, it is essential to discuss the project objectives, scope, and deliverables. The team should also address any potential challenges or constraints, assign roles and responsibilities, set timelines, and establish effective communication channels. Additionally, discussing the expected outcomes and success criteria can help align everyone’s understanding and expectations from the very beginning.

See Our Kick Up Meeting Template
Meeting Template Icon

Software tools to facilitate a Kick Up Meeting

Software helps leaders run kick-up meetings more efficiently by providing tools for agenda creation, task management, and collaboration. It allows for seamless communication and sharing of information, ensuring that all team members are on the same page. With features like automated reminders and progress tracking, software streamlines the meeting process, enabling leaders to optimize productivity and achieve desired outcomes.

Our Recommendations:


Running an efficient and productive kick-off meeting can set the tone for the entire project. It brings everyone onto the same page, clarifies goals, and fuels the team’s excitement for the road ahead. By clearly defining expectations, setting a clear vision, incorporating collaborative elements, and always following up, you can make sure your kick-off meeting achieves its goals. In the long run, this will not only boost the productivity and morale of your team but will also wish success for your project. Start implementing these strategies today, and you’ll surely see a positive difference in your future projects. Remember, the goal of a kick-off meeting is not just to start, but to start off on the right foot.

Popular Questions

What is a kick-off meeting?

A kick-off meeting is the first encounter where the project team and the project stakeholders meet. It is a pivotal event that lays the foundation for the forthcoming tasks, and it’s where the project objectives, scope, deliverables, and overall strategy are reviewed.

Who should attend the kick-off meeting?

The kick-off meeting should be attended by all key project stakeholders. This typically includes the project manager, project team members, sponsors, clients, and any other individuals or groups who have a vested interest in the project outcome.

How should a kick-off meeting be organized?

A kick-off meeting should be organized with careful consideration. It needs a clear agenda that typically includes an introduction to the project, the presentation of the project plan, roles and responsibilities, communication protocols and other necessary discussions. The meeting should be highly engaging with plenty of opportunities for questions and discussions.

What is the purpose of a kick-off meeting?

The purpose of a kick-off meeting is to ensure everyone is clear on the project’s objectives, scope and timeframe. It sets the tone for the project and provides a platform for all stakeholders to understand their roles and responsibilities. This also provides an opportunity to establish and reinforce project-related communication methods.

How long should a kick-off meeting last?

The duration of a kick-off meeting can vary depending on the size and complexity of the project; however, it typically lasts between one to two hours. It’s important to ensure that enough time is allocated to cover all relevant topics without making the meeting unnecessarily long.