1. PROGRAM KICK-OFF Program Name See Notes for Program Kickoff Guidelines

2. KICKOFF MEETING AGENDA Introductions Message from Program Sponsor Round Table – lessons learned Program Vision & Goals Program Benefits Program Scope Program Success High-level Milestones Program Team & Governance PMO Services and Methodologies Questions & Discussion

3. INTRODUCTIONS Introduction of team members in audience and any other stakeholders

4. SPONSOR MESSAGE Sponsor Message What are the business drivers for this program? What is the current situation?

5. ROUND TABLE Lessons learned from other initiatives, projects, programs: Do’s: Don’ts:

6. PROGRAM VISION & GOALS Vision Goals

7. PROGRAM BENEFITS The benefits of (enter program name) are as follows: 1. Xxx 2. Yyy 3. Etc.

8. PROGRAM SCOPE In Scope: Out of Scope

9. PROGRAM SUCCESS What is success for this program?

10. PROGRAM ROADMAP Expected program deliverables and outcomes High Level timeline of the program components (initiatives & projects) (visual)

11. HIGH-LEVEL MILESTONES ComponentMilestonesTarget Date IMMM YYYY IIMMM YYYY IIIMMM YYYY Note: The high level scope, milestones and target dates may change when the project team begins the planning phase of the project.

12. PROGRAM TEAM & GOVERNANCE Program Role, Name

13. CONSTRAINTS & DEPENDENCIES Constraints Dependencies

14. AVAILABLE PMO SERVICES Project Management Office services that are available for this project: Maintain library of tools, processes, templates, and best practices for project, program, and systems development life cycle methodologies Assignment of an experienced, senior Project and Program Managers Coordinate training and provide consultation on project and program management concepts and best practices Improve communication and information sharing for projects and programs Provide program and project facilities and equipment Conduct program and project health checks Contact: Pam Fluttert https://uwaterloo.ca/it-portfolio-management/

15. METHODOLOGY Program management methodology: 3 life cycle phases Program Definition: formation, preparation, and initiation of the program by defining the program's vision, components, benefits, scope, roles & responsibilities, and authorizing the program to beginProgram Definition Program Benefit Delivery: establishes and executes plan for how the scope and benefits will be realized with program components (projects & initiatives), when components and benefits will be completed and realized, and who will be responsibleProgram Benefit Delivery Program Closure: finalize and transition all component activities, complete all deliverable(s), measure success and benefit realization, and formally close the programProgram Closure Projects within the program will follow a project management methodology that will be explained during project initiationproject management methodology

16. METHODOLOGY Project management methodology: Inputs and deliverables vary depending upon project size, complexity, timeline, and project management approach (e.g. agile, interactive, waterfall)project size, complexity approach 4 life cycle phases Initiation: define the project objectives, scope, roles & responsibilities, and obtains authorization to beginInitiation Planning: establish work break down, how it will be achieved, when, and by who. Planning Execution: manage time, scope, procurement, risk, communications, resources, costs/budget, changes, and quality. Track and report on project status.Execution Closure: finalize all activities, complete deliverable(s), measure success, and formally closes the projectClosure

17. QUESTIONS & DISCUSSION Questions / Comments?