Kickoff agenda
A kickoff agenda that realigns stakeholders.
Blank worksheet
Send agenda 24 hours ahead; leave with notes and owners.
| Time | Topic | Owner | Notes |
|---|---|---|---|
| 0:00-___ | Attendees + purpose: realign | ___ | ___ |
| ___-___ | Problem + compelling event | ___ | ___ |
| ___-___ | Scope in / out | ___ | ___ |
| ___-___ | Walk 3-5 success criteria | ___ | ___ |
| ___-___ | Roles + security/procurement next steps | ___ | ___ |
| ___-___ | Book midpoint + final; capture owners | ___ | ___ |
Working steps
Confirm attendees include users and gatekeepers where possible.
Walk criteria live.
Book remaining meetings before adjourn.
Filled example agenda (fictional)
45-minute kickoff for Meridian Foods DC-East.
| Time | Topic | Owner |
|---|---|---|
| 0:00-0:05 | Attendees + purpose: realign, not celebrate | You |
| 0:05-0:12 | Problem + compelling event (WMS cutover) | Priya |
| 0:12-0:20 | Scope in/out — freeze questions to parking lot | You |
| 0:20-0:30 | Walk 3-5 success criteria live | You + Marcus |
| 0:30-0:38 | Roles, security/procurement next steps | Tom / Sam |
| 0:38-0:45 | Book midpoint + final; owners in notes | You |
AI prompt
Paste into ChatGPT or Claude. Replace bracketed placeholders with your deal facts.
Draft a kickoff agenda for a paid B2B pilot. Kickoff is realignment, not celebration. Company / product: [YOURS] Buyer: [ACCOUNT] Pilot length: [WEEKS] Meeting length: [e.g. 45 min] Must attend: [NAMES / ROLES] Problem + compelling event: [ ] Success criteria (paste): [ ] Open risks (security, procurement, users): [ ] Output: 1) Markdown agenda table: Time | Topic | Owner | Desired outcome 2) Pre-read list to send 24h ahead (≤5 bullets) 3) Exit checklist: notes owners, midpoint date, final decision date, security next step Tone: operator. Short imperative lines. No hype.