Scheduling and running a project kickoff
A project in which someone asks "So what are we building again?" two months after launch has usually failed to share its purpose and roles at the kickoff. A project that sets off with a broken shared understanding of purpose and roles is hard to rebuild later, and the first 90 minutes become the leverage point that decides its direction for the following months.
Patterns in which kickoffs fail
Many kickoffs are treated only as a ritual for starting a project. That has little effect. The failure patterns share a common structure.
A 5-element framework for kickoffs
An effective kickoff handles the following 5 elements thoroughly over a 90-minute timeline. If any one is missing, problems tend to appear in later stages.
Choosing participants - neither too many nor too few
A kickoff is not an information session. It is a place for decisions and agreement. Choose participants badly, and the discussion scatters and nothing gets decided. Following Bezos's two-pizza rule, keep it to 8-10 people as a rule. If more people need the information, hold a separate large-group kickoff briefing after the kickoff.
| Role | Required / optional | Weight of the role |
|---|---|---|
| Project owner | Required | Someone who can articulate the definition of success. Holds approval authority |
| Project manager | Required | The main person in charge of progress. Also writes the agenda |
| Technical lead | Required | Judges technical feasibility |
| Design lead | Case by case | Required when UI/UX is involved |
| Key stakeholders | Required | Representatives of affected departments such as sales and marketing |
| Team members | 1-2 representatives | At least 1 to reflect the voice of those who will build it |
| Facilitator | Required | The PM can double as facilitator, but separating the roles is preferable |
Scheduling in practice - the wall of mandatory attendance
Because a kickoff includes the project owner and decision-makers, finding a slot when every required attendee is free is hard. With a normal coordination flow it tends to land 2-3 weeks out, and the project does not start in the meantime. There are practical techniques to prevent this.
Preparing advance materials - getting the most out of the kickoff
If discussion starts from zero on the day of the kickoff, there is not enough time to reach agreement. An effective approach, like the "six-pager" Amazon uses, is to share advance materials at least 24 hours before so that every participant enters the meeting having read them.
- The project's purpose and place in the organization (1 page)
- Definition of success and measurable KPIs (1 page)
- The scope and the reasons for it (1 page)
- Key assumptions and constraints (1 page)
- An initial draft roadmap (1 page)
- 3-5 issues to discuss on the day (1 page)
Actions within 24 hours after the kickoff
A kickoff is not complete just because it is over. Only when the minutes of the decisions and the agenda are shared within 24 hours and participants' understanding has been aligned does the kickoff truly end.
- Share the decisions as a bulleted list (5-10 items at most)
- List open issues with their owners and deadlines
- Set the date of the next meeting and send invitations
- Open a communication channel for the project
- Distribute the final version of the RACI chart
- Share the initial version of the risk register
Split the kickoff into 2 stages
Many projects think of the kickoff as a single event, but splitting it into 2 stages tends to work better. The first is a "strategy kickoff" where only decision-makers and the PM set the direction, and the second is an "execution kickoff" with all the members who will carry out the work.
Without this split, the strategy discussion happens in front of the execution members, and it tends to stay superficial. When decision-makers show that they are still thinking things over, execution members cannot move. Settling strategy first and designing execution separately raises the quality of both.
Kickoff design is also an application of event planning timelines. Having a separate facilitator so that the PM can concentrate on the content raises the productivity of the discussion. Schedule control is secured by managing deadlines explicitly.
When launching a new project, if the PM writes out the agenda using the 5-element framework, items they have not yet decided themselves come to the surface. Those are the real issues to discuss at the kickoff.