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3 Tips for a Successful Project Kickoff

January 10, 2018

Blog | Project Management | 3 Tips for a Successful Project Kickoff
3 Tips for a Successful Project Kickoff for Producers

You pitched, you negotiated, and you successfully closed a great new deal – now’s the time to roll up your sleeves – the real work begins. As I’m sure you know, there’s no doubt that a kickoff meeting sets the tone for a successful project and partnership, but it takes careful planning and preparation for a truly amazing project to come to life. To help you get started, we put together out top tips for a successful project kickoff you can implement from day one. 

Here are 3 kickoff tips to set up your technology team for a successful project from day one:

Align expectations

Layout a roadmap for your client – don’t assume anything.

We recommend a ‘Technical Level Set’ session that helps clients, key stakeholders, and the team ground themselves in a common baseline of what technology the initiative will use and what set of deliverables will be provided along the way.

Provide details on how tasks will be managed, what tools will be used, how critical issues will be logged, and how status updates will be communicated. Familiarize your team with the language they will come to use. All these seem like standard principles, but you’d be surprised by how often they are overlooked. Again…don’t assume!

Risk is NOT a four-letter word

Technology is binary – it either works or it doesn’t.

We recommend that each project kick-off meeting allocate 15-30 minutes to discuss the technical risks or the intended solution. This way, the worst case scenario has been established long before any problems arise. Setting this groundwork upfront demonstrates your understanding and helps to build trust right out of the gate.

Throughout the project keep the risk log up to date, and communicate frequently. And most importantly, keep it in a location where the client has access so you can collaborate as real partners throughout the project.

Start testing right away

The thing about technology projects is that ultimately, they’re made for people, not machines.

A lack of real-world user testing before launch is a common problem. We begin testing our technical development within days of initiation, this way we mitigate errors, verify incorrect assumptions, and prioritize problem-solving from the start. Bring QA into the fold from day one of the project kick-off.


The human element in first impressions is key!

If traveling onsite is a limiting factor jump onto a video conference to introduce your team. When we started doing this it changed the entire dynamic of projects, it’s a must!

We have a lot of experience in this area ourselves since we’ve partnered with many agencies and worked with direct clients and their in-house teams. If you need technical assistance on any projects, we can help.

Tim Butler

Director of Account Management
  • Best Practices
  • kickoff
  • Project Management

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