7 Kick Off Meeting Agenda Templates for Productive Meetings

Elevate your kick-off meetings to new heights with our curated collection of diverse and effective meeting agenda templates.

Fellow app
5 min readFeb 22, 2024

Kick-off meetings mark the beginning of a project or initiative, serving as a pivotal moment to set the tone, align goals, and establish a roadmap for success. These meetings bring together key stakeholders, team members, and decision-makers to discuss objectives, expectations, and strategies.

Here are 7 comprehensive meeting agenda templates crafted to enhance the effectiveness of your kick-off meetings, providing a structured framework that ensures clarity, efficiency, and meaningful outcomes.

Whether you’re a seasoned professional or a novice in the realm of kick-off meetings, this compilation serves as the perfect toolkit to guide you through the process, facilitating productive and successful sessions.

  1. New Year Team Kick-Off Meeting Template
  2. Project Check-In Meeting Template
  3. Agile Project Kick-Off Meeting Template
  4. Engineering Project Kick-Off Meeting Template
  5. Quality Analyst Project Kick-Off Meeting Template
  6. Marketing Weekly Kickoff Meeting Template
  7. Sales Weekly Kickoff Meeting Template

🌟 Pro Tip: try our meeting agenda app to create, customize, and save your own templates.

New Year Team Kick-Off Meeting Template

  • πŸ’­ Positive reflection β€” Reflect and identify what went well last year.
  • πŸ’­ Constructive reflection β€” Reflect and identify past mistakes as learning opportunities.
  • πŸŽ‰New year β€” Using insights from the last two sections, reflect on which practices will be carried into the new year to create action items.

Project Check-In Meeting Template

  • πŸŽ‰Small Wins β€” What is going well? Anything you have accomplished since our last check-in?
  • 🚦Review Past Action Items β€” Let’s review open action items from past check-in meetings. Discuss the progress on each.
  • πŸ“Œ Updates β€” Discuss the overall status of the project and progress on individual objectives.
  • β›” Puzzles β€” Anything you are stumped on that I can help resolve? Do you need support from anyone on the team?
  • ❓Questions β€” Any specific questions about the project?
  • βœ… Action Items β€” What came out of this meeting? What are your next steps?

Agile Project Kick-Off Meeting Template

  • πŸ”„ Project Overview β€” Discuss a high-level project summary and the requirements of the effort.
  • πŸ‘©Team roles β€” Introduce the team’s roles, responsibilities, and provide the chain of communication.
  • ⭐️Scrum ceremonies β€” Introduce the supporting ceremonies and their value. Include the dates when these ceremonies are scheduled to happen.
  • 🀝Team norms β€” Do all parties have access to the working board?
  • βœ…Action plan β€” What is the outcome of this meeting? What are the action items?

Engineering Project Kick-Off Meeting Template

  • πŸ“² Features β€” What new features are we adding to the product this cycle?
  • πŸ” Scope of Work β€” What is the scope of work for this project? Is the timeline realistic?
  • 🎟 Ticket Breakdown β€” Team members determine the breakdown of features and individual tickets associated with each step.

Quality Analyst Project Kick-Off Meeting Template

  • πŸ’¬ Current Projects β€” What projects are we working on for this cycle?
  • πŸ’» Division of the Workload β€” How is the workload split? Who is doing what?
  • ❓Questions and Concerns β€” What questions or concerns do you have?

Marketing Weekly Kickoff Meeting Template

  • πŸš€ This Month’s Goals [Recap] β€” Summarize where we are at in terms of this month’s goals/targets.
  • πŸ† Wins from Last Week β€” Whether big or small, share something that made you proud last week!
  • πŸ’‘ Insights & FYIs β€” Any insights/observations/ideas you came upon in the last week. Anything thought-provoking?
  • ❓Puzzles β€” Any challenges that you are musing on?
  • πŸ€” Questions & Issues β€” Do you have any questions for other members of the team? Anything else we should discuss today?
  • 🎯 Noteworthy Priorities for the Week β€” The key term here is β€œnoteworthy”. Please only list the things that we should all be aware of.

Sales Weekly Kickoff Meeting Template

  • πŸ’¬ Talking Points [20 min] β€” Roundtable check-in.
  • πŸ† Wins from Last Week [5 min] β€” Deals, calls, or things you accomplished and are proud of from the week prior.
  • 🎯 Priorities for the Week [15 min] β€” Include a sub-header for each sales rep to include their own upcoming priorities.
  • πŸ“Š Metrics from Last Week [async] β€” We’ll track our KPIs week-over-week and discuss them if needed.
  • βœ… Action Items β€” What came out of this meeting? What are your next steps?

Looking for more meeting agenda templates?

Check out these other articles:

Or view the entire Fellow meeting template library on our website. In Fellow, the free templates are 100% customizable! Each person can add to and collaborate on the agenda. Plus Fellow has built-in automations to automate some aspects of your meeting workflow.

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