A kickoff is not a get to know you call. It is where you define the project, and anything you fail to settle here you will renegotiate later at a worse moment. This article gives you the agenda, the four questions that matter, and the email that closes the stage.
The short version. Leave the kickoff with a written answer to why we are here, what success looks like, what is not coming across, and who your one contact is.
The four questions
Which of these do you think clients find hardest to answer? Guess, then read.
Why are we doing this? There is always a reason underneath the software purchase. A failed audit, a merger, a system the vendor stopped supporting. The reason tells you what the client will care about when a tradeoff comes up.
