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Kickoff Meeting Planning Worksheet

Kickoff meetings require preparation in order to be effective.

You should anticipate what you need to have, distribute, or present at the meeting so you will be ready.

Things to do before the meeting:

See also:
Proposal start-up and logistics
  • Create proposal directories/workspaces
  • Initialize the directories with templates and/or other files
  • Distribute the RFP
  • Prepare any training materials or other handouts
  • Invite attendees

Things to bring to the meeting:

  • Extra copies of the RFP
  • Draft proposal plans including:

Compliance matrix/outline
Budget/charge numbers
Production Plan
Quality Validation Plan

  • Templates

Past Performance

  • Instructions

File access
Configuration Management



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