Project Kick-off Meeting guidelineThe following is a suggested format/template for preparing and presenting a project1/5/20111Prepared by: 	Sid CalayagDate:		December  13, 2009
1/5/2011Confidential2<Project Name> Kick-Off MeetingPrepared by: <Name>                      Date: <mm/dd/yyyy>
1/5/2011Confidential3IntroductionPurpose of this presentationObjective: <Replace this text with a statement of this goal.>
1/5/2011Confidential4AgendaProject OverviewScope and Team organizationMajor deliverablesEstimated EffortAssumptions, Risks and IssuesProject Acceptance
1/5/2011Confidential5Project OverviewProject description<Replace this text with a short description of the project, organizations affected or impacted (e.g. customer and their product, supplier and sub-cons, government agencies where compliance to regulations are required, etc.), contract amount, timeline   and goals.>
January 5, 2011Confidential6Scope<Replace this text with a list of scope. This section is where you clearly define the logical boundaries of your project.Explanation:Scope statements are used to define what is within the boundaries of the project and what is outside those boundaries.
January 5, 2011Confidential7Team Organization<Replace this text with a list of responsible team or organization. This section is where you clearly specify team members and their responsibilities (as well as expectations).
January 5, 2011Confidential8Major DeliverablesDeliverables<Deliverable 1: Description and importance to project.><Deliverable 2: Description and importance to project.><Deliverable 3: Description and importance to project.>Explanation of this section:All projects have deliverables. In this section, describe the deliverables of the project. Provide enough explanation and detail that all members will be able to understand what is being produced.
January 5, 2011Confidential9Estimated EffortBudgetInfrastructure neededInclude here office required, communication, warehouse, transportation and equipmentManpower allocation<List of subcon: Description and importance to project.><Timetable :Usually included in the project master  schedule .>Timelinea chart showing the project start date, major milestones, and end date. The deliverables included in this milestone chart should all have been described in the scope section.
1/5/2011Confidential10Assumptions, Risks and IssuesProject AssumptionsUnverified information used in the design and estimateUnknown situations/installation requirement that are due to our own inability to visit/survey the site before the design and estimation processRisk and IssuesThese are circumstances or events that exist outside of the control of the project team that will have an adverse impact on the project if they occur. Change Orders that  are not yet considered in the plan and estimate (and budget as well).
1/5/2011Confidential11Project AcceptanceCustomer AcceptanceConditions by costumers prior to acceptance.customer concerns,changes,requirement, testing and commissioningdocuments
12Managers & Engineers  should:Prepare Project Quality PlanPrepare work methodology and follow them accordinglyHave standard processes in place to deal with all contingencies.Conduct End Of Project assessmentReview Issues LogPromote continual improvement thru effective use of CAR & PAR
1/5/2011Confidential13End of Presentation

Kick Off Meeting Presentation

  • 1.
    Project Kick-off MeetingguidelineThe following is a suggested format/template for preparing and presenting a project1/5/20111Prepared by: Sid CalayagDate: December 13, 2009
  • 2.
    1/5/2011Confidential2<Project Name> Kick-OffMeetingPrepared by: <Name> Date: <mm/dd/yyyy>
  • 3.
    1/5/2011Confidential3IntroductionPurpose of thispresentationObjective: <Replace this text with a statement of this goal.>
  • 4.
    1/5/2011Confidential4AgendaProject OverviewScope andTeam organizationMajor deliverablesEstimated EffortAssumptions, Risks and IssuesProject Acceptance
  • 5.
    1/5/2011Confidential5Project OverviewProject description<Replacethis text with a short description of the project, organizations affected or impacted (e.g. customer and their product, supplier and sub-cons, government agencies where compliance to regulations are required, etc.), contract amount, timeline and goals.>
  • 6.
    January 5, 2011Confidential6Scope<Replacethis text with a list of scope. This section is where you clearly define the logical boundaries of your project.Explanation:Scope statements are used to define what is within the boundaries of the project and what is outside those boundaries.
  • 7.
    January 5, 2011Confidential7TeamOrganization<Replace this text with a list of responsible team or organization. This section is where you clearly specify team members and their responsibilities (as well as expectations).
  • 8.
    January 5, 2011Confidential8MajorDeliverablesDeliverables<Deliverable 1: Description and importance to project.><Deliverable 2: Description and importance to project.><Deliverable 3: Description and importance to project.>Explanation of this section:All projects have deliverables. In this section, describe the deliverables of the project. Provide enough explanation and detail that all members will be able to understand what is being produced.
  • 9.
    January 5, 2011Confidential9EstimatedEffortBudgetInfrastructure neededInclude here office required, communication, warehouse, transportation and equipmentManpower allocation<List of subcon: Description and importance to project.><Timetable :Usually included in the project master schedule .>Timelinea chart showing the project start date, major milestones, and end date. The deliverables included in this milestone chart should all have been described in the scope section.
  • 10.
    1/5/2011Confidential10Assumptions, Risks andIssuesProject AssumptionsUnverified information used in the design and estimateUnknown situations/installation requirement that are due to our own inability to visit/survey the site before the design and estimation processRisk and IssuesThese are circumstances or events that exist outside of the control of the project team that will have an adverse impact on the project if they occur. Change Orders that are not yet considered in the plan and estimate (and budget as well).
  • 11.
    1/5/2011Confidential11Project AcceptanceCustomer AcceptanceConditionsby costumers prior to acceptance.customer concerns,changes,requirement, testing and commissioningdocuments
  • 12.
    12Managers & Engineers should:Prepare Project Quality PlanPrepare work methodology and follow them accordinglyHave standard processes in place to deal with all contingencies.Conduct End Of Project assessmentReview Issues LogPromote continual improvement thru effective use of CAR & PAR
  • 13.

Editor's Notes

  • #10 The estimated effort hours and project costs may be depicted in many ways, including costs by team member, cost by deliverable, cost by milestone, or cost by category (internal labor, external labor, travel, training, supplies, etc.). Also include a chart showing the project start date, major milestones, and end date. The deliverables included in this milestone chart should all have been described in the scope section.
  • #11 Project RisksProject risks are circumstances or events that exist outside of the control of the project team that will have an adverse impact on the project if they occur. (In other words, whereas an issue is a current problem that must be dealt with, a risk is a potential future problem that has not yet occurred.) All projects contain some risks. Risks may not be able to be eliminated entirely, but can be anticipated and managed, thereby reducing the probability that they will occur.Risks that have a high probability of occurring and have a high negative impact should be listed below. Also consider those risks that have a medium probability of occurring. For each risk listed, identify activities to perform to eliminate or mitigate the risk.