Starting off on the right foot is important to maintain momentum. What are some things that must happen in a kickoff call to mitigate complications down the road?
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QOTW 5/15: What should every kickoff call have?
Best answer by emaynez
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Delivering Happiness
- Full introductions
- Internal roles & what they do
- Client roles and what we need them to do
- 3rd party roles and how they support
- What the purpose of the project is
- “resell” the client on the project
- The person you are talking to may have been delegated the project and not know the background
- What is the benefit
- “resell” the client on the project
- Clear expectations about:
- The implementation timeline
- SLAs
- Dependencies
- Task ownership (us & them)
- Review of the project scope:
- What is included
- What isn’t included
- Process for change orders
- Communication requirements
- Call schedule/durations
- Frequency of status updates
- What can be managed asynchronously
- Tools & Methods
- What platform is going to be used to manage what
- How should sensitive data be shared
- When logins will be issued
- Risk Management
- How timeline issues will be communicated & managed
- Leo
Livestream is officially done! Catch it here: https://www.linkedin.com/video/event/urn:li:ugcPost:7064668407773728768/
Starts at 10:30!
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