10 Steps to a Kickass Project Kickoff: A Checklist for Project Managers

10 Step Checklist for Project Managers for a Kickass Project Kickoff!

Do you have a project you are trying to kick off? These 10 tips will help you to accomplish a real kickass project kickoff. These tips not only apply to project managers but just about anyone tackling a project. Whether it be for business or personal you can apply these tips to just about any project you may have.

kickass project kickoff

Kickass Project Kickoff – The 10 Step Checklist

  1. The first one is to have a vision and objective.
  2. Identify your team and set goals.
  3. Develop Initial Project Plan.
  4. Define how to measure the success!
  5. Review and plan and look for risks.
  6. Establish logistics and communications.
  7. Choose your project work process.
  8. Decide which tools will be used to get the job done.
  9. Schedule your meeting.
  10. Finally, set the agenda and prepare handouts and / or slides.
Kickass Project Kickoff - Get The 10 Step Checklist Click To Tweet

 

How to Have Vision

daydream for visualizationTo start any project you must know and understand what you need to accomplish. You really need to visualize this from the start to the end. You may not need all the details in between but being able to see what you need is key.

For instance, you could daydream what you want to accomplish. Daydreaming helps with your visualization. Once you do that you are more apt to move forward and be able to find the steps along the way. Visualizing can really help you achieve a goal. Just be sure your don’t spend all day on daydreaming that could hurt your productivity.

'For instance, you could daydream what you want to accomplish. This helps with your visualization.' #projectmanagement Click To Tweet

How To Set Your Goals and Identify a Team

To start with any project you must have an end in mind. Identify your goal. Keep each goal small leading up to the final goal.  This will make your goals more doable and achievable. Break them up into smaller goals.

Then find a team to help you achieve the goal each step of the way. Find team players that all want to accomplish the end goal just as much as you do. Be sure to have each team members contact info and know which way they prefer to be contacted. Some people prefer phone calls and others text messages.

Developing Your Plan for Your Kickass Project Kickoff

Start with the first steps needed to reach your goal. Go through each of the steps and assign them out. Therefore choose team members that will be the best fit for each of the steps you need to have done.

Measure Your Goals Along The Way

goalsMeasure each of your goals as you go toward the final bigger goal. If your measurements are not adding up, make adjustments along the way.

Don’t be afraid to change gears if you need to! Many successful people and businesses have to be agile to change things up when needed. They don’t wait too long to make changes to get ahead. Those who hesitate get left in the dust behind.

Today changes are taking place at a faster speed than ever before.

Review Your Plan and Look for Risk

Does your plan pose risks? Can you live with the risks associated with them? If not – adjust them. If you can, proceed with caution and be prepared to deal with the risks.

Learn how to better handle the risks that may come along.

Establish the Logistics and Communications

By all means be sure everyone is nearby to complete the projects you assign. Of course if you can do it all online just be sure of their availability. Be aware of team members in different time zones.

Choose Your Kickoff Project Process

The way you process your project is key to completing it successfully. Be sure all team members aware of the processes and how to get them done on time.

Use the Right Tools To Got Your Kickass Project Kickoff

Twitter ToolsHaving the right tool is a must with any project you tackle today. Whether it be in business or at your home, the right tool can make all the difference. Having the right software can make a huge difference for a team project. 

But, be sure all team members know how to use the tools you offer to get the job done. This is a very important detail to make your kickass project kickoff go well.

'Having the right tool is a must with any project you tackle today. Whether it be in business or at your home, the right tool can make all the difference.' #projectmanagement Click To Tweet

Get Your Meeting Scheduled

Send out a Google calendar invite to everyone that you want to attend your kickoff meeting. Be sure everyone is available on the same date and time.

Do this in advance so if some people on your team cannot make it you can change the date to accommodate everyone. The last thing you want is to have to re-schedule a meeting again and again!

Set Your Kickass Project Kckoff Meeting Agenda

Having an agenda ready in advance will keep you on topic and on time. Read the agenda and or slides prior so you know how much time you have to finish the meeting. Leave time at the end to answer questions, etc.

Finally be prepared to lead the meeting from the start to the end. Be firm but friendly so others will engage throughout the meeting. For this reason it will make the meeting fun and people will not dread coming to another meeting you may for your project in the future. Set the tone from the beginning of the meeting to keep them listening right to the end.

Infographic brought to you by Wrike project manager requirements

 

10 Steps to a Kickass Project Kickoff: A Checklist for Project Managers

How do you handle your projects today? I’d love to know more in the comments below on how you accomplish your goals for your projects today.

Lisa loves helping others to thrive online through Social Media, Blogging, and SEO. What good is knowledge if you cannot share it with others? She has 30+ years of experience in marketing/advertising with 9 years of experience in content marketing, social media, blogging, and SEO. Check out her latest eBook "How to Tweet and Thrive on Twitter" now on Amazon.

  • Hey Lisa,
    Very nice article and very helpful. I read your article first time and it is very interesting. Your infographic is too good and very helpful.
    Thanks for the article!

  • Vision! It’s where all the good stuff starts Lisa 😉 I had a vision with my blog and brand. Also, for when I wrote for a project management blog for 2 months LOL. Then the dude pulled the blog, and I went in a different direction hahahaha….seriously though; if you’ve a vision, the team gets on board and you make clear decisions, weather storms and do all you need to do to get your project up and running, your team following you every step of the way.

    Thanks for sharing 🙂

    Ryan

    • Hi Ryan, Thank you. Yes vision is key to getting anything done in life I believe. It can get you out of bed in the a.m. too to fulfill that vision. Excitement for it too helps! Oh no on your project. But I bet it freed you up too.
      Thanks for coming by on this one Ryan. Have an awesome day!

  • Hey Lisa,
    Very nice article and very helpful. I read your article first time and it is very interesting. Your infographic is too good and very helpful.
    Thanks for the article!
    Elizabeta

    • Thank you Elizabeta. Welcome to Inspire to Thrive. Do you use any kind of project software now? Thanks for coming by and have a wonderful rest of the day!

  • Hi Lisa,

    Thanks for sharing these great project management tips with us. There is so much that goes into a project and the most important step for a successful kickoff is the planning phase. It’s important to know things who will do what and by when is crucial.

    I love the way the infographic breaks down their kickoff project tips.

    I’m not using a software for my projects. I have an assistant now so I write down my project, meet with her about it and what role she’ll play and follow up. But I think it would be easier to go digital now that I know what software I would use.

    Thanks for sharing! Hope you’re having a great week.

    Cori

    • Hi Cori, you are most welcome. You are right- there is a lot that goes into it. I think you could surely use the software to make it easier. It probably would save you some time too. This week is going by fast Cori. I appreciate your coming by and have enjoy the rest of your week there! Is it getting hot now?

  • Hello
    Lisa,
    You have listed effective tips for project management and it will be very helpful for the marketers especially for newbie. A great strategy from the beginning will help us to achieve success and perform the project management effectively. You did a great job by writing this post and it covers all the necessary information about project management

    Indeed, I like all these tips from your side. And, thanks for the lovely infographic.

    Thanks for sharing. Will share this post on my social media accounts.

    Have a great day ahead.
    Praveen verma

    • Hi Praveen, Thank you. I love the infographic as well. It does make it easier to understand with them included in posts at times. Thanks for coming by and sharing with your network. I really appreciate that Praveen. Have a wonderful Wednesday there.

  • Simple, but effective. It’s crazy how many people skip over the basics when looking to get a project off the ground. But if you don’t build a solid foundation then getting the project completed on time and within budget is 10x harder

    • Hi Paul, welcome to Inspire to Thrive. Yes, you are right about people skipping over these basics to get things done. Building a solid foundation is the key to just about anything in life too. Thanks for coming by and have a great day Paul.

  • Hi Lisa,

    This project management resonates with me as a marketer. There are so many bits and pieces that go into a product launch. Everything you have written here I’ve done myself.
    I find that with marketing, it all starts with visualizing exactly what you want out of it. Otherwise it will go all willy nilly.
    Time is so important to acknowledge. Indeed, we can schedule things for months ahead and break it down to days…even hours. But we do have to allow ourselves time for things to go wrong. Technology is wonderful, but sometimes we have to either go on a new learning curve that takes time, or something goes hinky with the technology we are using.
    We have to take things in stride, and be ready for the date we have planned to put all our ducks in a row.

    -Donna

    • Hi Donna, I’m glad to hear that 🙂
      I do love your point about things going wrong (especially with technology) and added in time for that to happen. That has happened to me more often than not! Just the other day my laptop died on my lunch hour 🙁 I had to add time to my evening to get everything done. Luckily it just needed a Windows update that I kept on delaying (my bad!).
      Thanks for your input on this one Donna and have a great week. I hope to make it up there this summer. It’s been a while.

  • Great tips, Lisa. You’ve written more on project management lately which is great for marketers to learn and identify the how to in project management. For me, the first thing I do is map out and set a plan or strategy for my project in regards to days, week, and month. This helps me be productive and have a deadline. After that, I make sure to review my established plan to see if there are areas that needed some adjustment. This plan is my framework for the work ahead. When that is done, I assign task to my team members, but if the project is a one-man thing, I go ahead and start working on it because I already have a framework that includes, posting, scheduling, etc.

    Thanks for sharing, Lisa.

    • Thank you Moss. It’s part of a series 🙂
      I think having a deadline is key before getting started. Otherwise you may never get started!
      It’s great to also have a schedule and a calendar in black and white in front of you. I know that helps me along with my daily to do list.
      You are most welcome Moss. I appreciate you taking the time to come by on this one with your input. Have a great day Moss!

  • Hello Lisa!
    Thanks for sharing this amazing article, it will be very helpful to me…
    Thanks again 🙂
    Cheers!

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