• Table of contents
• Project Kickoff Meeting
  • Resources
  • Project Kickoff Meeting Goal
  • Template Instructions
  • Process Instructions
  • Document Sections
    • Title (slide 1)
    • Typical Agenda (slide 2)
    • Team Introduction (slide 3)
    • Liaison (slide 4)
    • Client Introduction (slide 5)
    • Our Project (slide 6)
    • Our Questions (slide 7)
    • Client's Questions
    • Next Meeting (last slide)

Project Kickoff Meeting¶

Resources¶

• Project Kickoff Meeting PPT Template available here - Templates and Forms
• This activity is NOT graded or assessed.

Project Kickoff Meeting Goal¶

This initial meeting will

• Introduce the project Client to the Engineering team
• Introduce the Engineering team to the Client AND the project
• Provide space to answer questions for everyone

Template Instructions¶

• Create a Project Management Forum thread with the scheduled meeting date. Please use that thread for collaboration on this PPT rather than non-EDN resources, e.g., chat, texting, Google, Box, etc.
• Copy the export:template documents/Kick Off Meeting.pptx to a new file name
  • Name the file using a “YYYY-MM-DD-Kick Off.pptx” convention where YYY-MM-DD is the planned meeting date. The files sort easily by date this way.
  • Save in your working copy of the repository on your PC. /working/Reports/Client Meetings. DO NOT add a file version numbers – the Repo already handles that! Replace all instructions with your content
• Update the footer with project name
1. Insert->Header & Footer
2. check "Don't show on title slide"
3. click "Apply to All"

Process Instructions¶

• Add team's content to the template file
• Review and Edit your content! Commit to the repository as everyone edits.
• Share your slides with your Project Engineer for review, at least 1-2 on-site meetings prior to your scheduled conference call / meeting
• Modify your content based on that feedback
• Email to Client at least 1 business day before call / meeting!

Document Sections¶

Title (slide 1)¶

• Update all information
  • client logo
  • date
  • name & majors
  • client and CE/PE names
• You can reuse this slide for ALL future PPTs (change date)

Typical Agenda (slide 2)¶

• NO need to change this slide unless directed by your PE

• Engineering Team Introduction
• Liaison (Team Representative)
• Client Introduction
• Our Project
• Our Questions
• Client’s Questions
• Next Meeting

Team Introduction (slide 3)¶

• Include a team photo. (Take a team photo in on-site meeting #2)
• For each student - add Name, Major, and Graduation Date

Liaison (slide 4)¶

• Select a liaison and add the student’s name and email address.

Client Introduction (slide 5)¶

• The project Client mentor(s) introduce themselves.
• NO need to change this slide

Our Project (slide 6)¶

• What the Engineering Team believes the project is all about. You SHOULD leverage:
  • initial Project Description document
  • All team discussions
  • Ideation poster content from on-site meeting 1
    • “We Image Our Project to Be”
    • “What technical problems need to be solved to successfully complete this project?”
• This will allow Client to confirm team's understanding.
• Team can ask for clarification as needed.

Our Questions (slide 7)¶

• Team should develop/curate 5 questions to ask the client about the project.
• Number the questions to make referencing easier.

Client's Questions¶

• A time for the Client mentor(s) to ask the Engineering Team any questions.
• NO need to change this slide

Next Meeting (last slide)¶

• Propose two or more dates and time slots and schedule the next meeting.
  • These should be during on-site meeting time.
• You can schedule Client meetings for the remaining semester. For details, consult with your PE.
• Let your PE know the schedule so they can add to the meeting schedule on EDN.