1. Project Kick-off <Customer Name> <Project Name>
<Presenter Name here>
<Date Here>
Project Kick-off <Customer Name> <Project Name>

2. Agenda Objectives and Introduction Project History and Overview
Revise SOW
Engagement Objectives
Project Structure & Organization
Communication Protocols
Next Steps
Q&A

3. Objectives Kick-off the project Meet the team
Engage the key team members to establish the framework for the project
Answer any questions – level the understanding of the team
START!!!!!

4. The Team Name Role Commitment Full-time Part-Time Relationship
Define the entire project team and role.
Example roles are below.
Account Manager
Services Executive
Project/Program Manager
Architect
.Net Developer

5. Project History and Overview
<Customer> Needs to:
Obtain better position …..
Align technology investments with the business strategy
Reduce complexity
Minimize risk
Project Objectives:
Objective 1
Objective 2
Success Factors
Customer needs – Describe the customers business goals. This is a ‘business’ list of bullets. It should not include specific technologies or specific products. Ask your self why the customer needs the technologies. What are the business problems that can be resolved?
Project Objectives – Describe the project objectives that are identified to support/achieve some or all of the customer’s business goals.
Critical Success Factors are elements that must be completed in order for the project to be considered complete. These are not necessarily all deliverables. Ask the customer – how would you define the project as a success? You will also need to determine how you will measure certain success factors.
Example of measurements:
Satisfaction survey
Number of users on system
Number of complaints
Other
Note: This may be two slides

6. SOW

7. Engagement Objectives

8. Project Organization
This is a diagram confirming the organization relationships and how the project will be structured. Should show lines of communication between the <Client> and <Partner> project teams.

9. Schedule and Milestones
This is a vision chart.
Launch this diagram in Visio and update the time line and deliverables to fit your project. Depending on the project size you may select another presentation method.

10. Communication Plan
<Partner> PM is primary point of contact for <Customer>
Weekly status meetings (standing dial-in number)
Status, schedule, issues
Project management tracking documents
Status reports, project schedule, risk & issue tracking
Periodic core team reviews
Client checkpoint meetings with <Customer>
Steering committee meetings
Continuous internal <Partner> review
How is the Partner team going to communicate with <Customer>?
Samples above.
Who will be the point person for this project?
How will status be communicated to management?
How will status be communicated to the team (client and internal)?
Will there be a steering committee? (This is recommended for larger projects)
What is the process for deliverable delivery and communication?

11. Change Management
To ensure that all parties understand the impact to resources, scope and timeline, a formal change management process will be required.
Process
Initiating a change request
Core team review
Impact analysis
Cost regardless of implementation
Project board review
Final disposition

12. Risk and Issues Management
A Risk Management document will be initiated and managed throughout the project in order to monitor and manage the risks associated with the project.
Three Major Risk Areas
Business/technology/project execution
Escalation Path
Core team
Project board
Project risks include funding, schedule, contract, relationships and political risks. Technical risks may involve the risk of meeting a performance requirement.

13. Assumptions About Environment About Technology About Consensus
About Roles and Responsibilities
Etc.
What are the assumptions that you are making about:
Environment
Roles and Responsibilities
Availability of information
Technology
Business Decision timing
Other

14. Next Steps
Weeks’ Activities

15. QA & Action Items Define the action items required to move forward.
This may be setting up interviews with key stakeholders, an client team meeting, setting up environments, etc.