即使是最有紀律的公司有時也會覺得他們的項目誤入歧途。 通常情況下，問題是其中之一 準備. 該如何解決？ 一個結構良好且完全互動的 項目啟動會議!
不僅僅是排場和儀式，一個執行良好的開球會議真的可以在右腳獲得一些美麗的東西。 以下是舉行項目啟動會議的 8 個步驟，以激發興奮並獲得 個⼈ 在同一頁上。
開賽時間！
Meeting Tips to Remember
You must have a kickoff meeting agenda beforehand. Sending early project kickoff email is very important! So, let’s check out the few kickoff meeting agenda samples!
The kickoff session should be short and concise, with lots of games and activities, as this is when AhaSlides comes in very handy! Check out more tips with us as below:
Kick-Start the Conversation.
Get valuable input from your team and clients during project kickoff meeting. Use live polling, Q&As and idea exchanging tools with this free template!
🚀 See the template
什麼是項目啟動會議？
就像罐頭上說的那樣，項目啟動會議是一個 在您開始項目的地方開會.
通常，項目啟動會議是訂購項目的客戶與實施項目的公司之間的第一次會議。 雙方將坐下來討論項目的基礎、目的、目標以及項目如何從構思到實現。
一般來說，有 2類型 需要注意的啟動會議：
- External Project Kickoff – 一個開發團隊與來自 校外 公司，就像客戶或利益相關者一樣，討論協作項目的計劃。
- Internal PKM – 來自的團隊 內 公司坐下來討論一個新的內部項目的計劃。
雖然這兩種類型可能會有不同的結果， 步驟 幾乎是一樣的。 基本上有 沒有一部分 of an external project kickoff that isn’t part of an internal project kickoff – the only difference will be who you’re holding it for.
更多參與聚會
為什麼項目啟動會議如此重要？
The purpose of Kickoff Meetings should be loud and clear! It may seem simple enough to kick off a project just by assigning a bunch of tasks to the right people, especially in today’s Kanban board-obsessed workplace. However, this can lead to teams continuously losing their way.
Remember, just because you’re on the 同一個板子 doesn’t mean you’re on the 同一頁.
在它的核心，項目啟動會議是一個誠實和開放的 對話 between a client and a team. It’s 並非直接 一系列關於該項目將如何運作的公告，但 談話 關於通過肆無忌憚的辯論達成的計劃、期望和目標。
以下是舉行項目啟動會議的一些好處：
- 它讓每個人 準備 - “Give me six hours to chop down a tree and I will spend the first four sharpening the axe”. If Abraham Lincoln was alive today, you can be assured he’d be spending the first 4 out of 6 project hours in a project kickoff meeting. That’s because these meetings contain 全部 使任何項目順利開展的必要步驟。
- 它涉及 所有關鍵球員 – Kickoff meetings can’t get started unless everyone’s there: managers, team leads, clients and anyone else with a stake in the project. It’s so easy to lose track of who’s in charge of what without the clarity of a kickoff meeting to figure it all out.
- It's 開放合作 – As we said, project kickoff meetings are debates. The best ones engage 全部 並從每個人身上帶來最好的想法。
更多參與聚會
Kickass 項目啟動會議的 8 個步驟
So, what exactly is included in the agenda of a project kickoff meeting? We’ve narrowed it down to the 8 steps below, but you should always remember that there’s 這種類型的會議沒有設置菜單.
使用這 8 個步驟作為指導，但永遠不要忘記最終的議程在於 你！
Step #1 – Introductions and Ice Breakers
自然地，啟動任何啟動會議的唯一方法是讓參與者彼此熟悉。 無論項目的長度或規模如何，客戶和團隊成員都需要彼此直呼其名才能有效地合作。
While a simple ‘go-round-the-table’ type introduction is enough to get people familiar with names, an icebreaker can add another layer of 個性 緩和心情 在項目啟動之前。
想要更多這樣的嗎？ 💡 We’ve got 任何會議的 10 個破冰船 就在這裡。
Step #2 – Project Background
With the formalities and festivities out of the way, it’s time to kick on by kicking off the stone-cold business. In order to launch the meeting successfully, you should have a clear agenda for the kick-off meeting!
As all great stories do, it’s best to begin at the beginning. 概述所有信件 between you and your clients to get everyone involved in the project fully up to scratch on what’s happened so far.
這可以是電子郵件的屏幕截圖、文本、先前會議的記錄或任何為您的公司和客戶添加任何類型背景的資源。 通過製作時間線，讓每個人都可以輕鬆地進行可視化。
Step #3 – Project Demand
In addition to the correspondence background, you’ll want to dive deep 進入細節 為什麼 這個項目首先被啟動。
這是至關重要的一步，因為它清楚地概述了項目要解決的痛點，這是團隊和客戶必須始終將其放在首位的事情。
專家提示 👊
像這樣的階段討論的時機已經成熟。 詢問您的客戶 你的團隊提出他們的想法，為什麼他們認為這個項目是夢想的。
如果適用，您應該始終嘗試引導 客戶的聲音 在這個部分。 與客戶合作，獲取消費者提及您的項目試圖解決的痛點的真實示例。 他們的意見應該影響您的團隊處理項目的方式。
Step #4 – Project Goals
So you’ve looked into the 過去 of the project, now it’s time to look at the 未來.
Having direct goals and a clear definition of success for your project will really help your team work towards it. Not only that, it will show your client that you’re serious about the work and have similarly high stakes in how it goes.
詢問您的啟動會議與會者 ‘what will success look like?’ 是不是更多的客戶？ 更多評論？ 更好的客戶滿意度？
No matter the goal, it should always be…
- 可實現 – Don’t overstretch yourselves. Know your limits and come up with a goal you 其實 有機會實現。
- 可衡量的 – Prop up your goal with data. Aim for a specific number and track your progress towards it.
- 時控 – Give yourself an end date. Do everything you can to reach your goals before that deadline.
Step #5 – The Statement of Work
Putting the ‘meat’ in ‘kickoff meeting’, a Statement of Work (SoW) is a hefty dive into the specifics of the project and how it’s going to be carried out. It’s the 主要計費 在啟動會議議程上，應該引起您的大部分關注。
查看此信息圖，了解您的工作說明書中應包含的內容：
請記住，工作陳述不像項目啟動會議議程的其餘部分那樣涉及討論。 這真的是一個項目領導的時候了 制定行動計劃 對於即將到來的項目，然後保存討論 會議的下一個項目.
就像啟動會議的其餘部分一樣，您的工作陳述是 超級變量. 你的工作說明書的細節總是取決於項目的複雜性、團隊的規模、所涉及的部分等。
想了解更多？ 💡 看看這個 關於製作工作說明書的綜合文章.
Step #6 – Q&A Section
While you may feel compelled to leave your Q&A section until the end, we’d actually recommend holding it 在你的工作陳述之後.
Such a beefy segment will surely give rise to questions from both your client and your team. With the bulk part of the meeting being so fresh in everyone’s minds, it’s best to strike while the iron is hot.
Using interactive presentation software to host your Q&A can help keep everything ticking along smoothly, especially if your project kickoff meeting has a high attendance number….
- It's 有組織的 – Questions are arranged by popularity (through upvotes) or by time and can be marked as ‘answered’ or pinned to the top.
- It's 適度的 – Questions can be approved and dismissed before they’re shown on screen.
- It's 匿名 – Questions can be submitted anonymously, meaning that everyone has a voice.
Step #7 – Potential Problems
就像我們之前說的，項目啟動會議的目的是盡可能公開和誠實。 這是 你如何建立一個 信任感 從一開始就與您的客戶合作。
To that end, it’s best to discuss the potential problems that the project might face along the way. No one’s asking you to predict the future here, just to come up with a tentative list of barriers you may run into.
As you, your team and your client will be approaching this project with different stakes, it’s ideal to get 個⼈ 參與潛在問題的討論。
Step #8 – Checking In
Checking in with your client regularly is another way to solidify trust between both parties. At your project kickoff meeting, you’ve got a few questions to address about 什麼， 什麼時候，誰 如何 這些簽入將會發生。
辦理登機手續是一個相當好的平衡行為 透明度 功夫. While it’s nice to be as open and transparent as possible, you have to manage this within the scope of how available you’ll actually be to be 公開透明。
確保在會議結束前回答以下問題：
- 什麼？ – Exactly in what detail does the client need updating? Do they need to know about every tiny detail of progress, or is it just the big sign offs that matter?
- 什麼時候？ – How often should your team update your client? Should they relay what they’ve done every day, or just sum up what they’ve managed at the end of the week?
- 萬寶是誰？ – Which team member will be the one who liaisons with the client? Will there be a member of each team, at each stage, or just one singular correspondent throughout the whole project?
- 怎麼樣？ – By what method are the client and the correspondent going to stay in touch? Regular video call, email or continuously updated live document?
As is the case with most items on the agenda of a project kickoff meeting, it’s best to discuss in the open. For a big team and large group of clients, you might find it easier to do a 現場投票 為了減少選項以建立可能的最佳登記公式。
想了解更多？ 💡 看看一些 與客戶溝通的最佳實踐.
使用 AhaSlides 進行有效調查
專案啟動會議議程模板
由於您精心策劃的啟動會議正等著讓董事會成員大吃一驚，最後的接觸可能有點 相互作用 把這一切結合起來。
你知道嗎 29％的業務 感覺與他們的客戶聯繫在一起（蓋洛普）？ 在 B2B 層面，脫離接觸是一種普遍現象，它會讓啟動會議感覺像是平淡無奇的手續流程。
單擊下方獲取免費、無需下載的啟動會議模板。 改變你想要的任何東西並免費展示它！
點擊下面創建一個免費的 AhaSlides 帳戶，並開始透過互動創建您自己的引人入勝的會議！
