Setting The Stage For Success: The Kickoff Call



Of all the steps in a project lifecycle, probably one of the most important is the Kickoff Call. I’m such a huge advocate of this preliminary meeting, in which we fully align expectations and set everyone involved in the project up for success.

The Kickoff Call sets the tone for us to be there every step of the way, establishing mutual agreement about how we will collectively respond as things evolve, and ensuring that what we deliver at the end is truly useful. I can’t think of a better way to start a partnership off on the right foot.

Here are some questions that I have found invaluable in getting things off to a smooth start:

  1. What is the genesis of this project?
  2. Who are the decision makers and end users within your organization?
  3. What are three key questions this study needs to answer?
  4. Tell us about your work style and preferences.
  5. Do you have specific deadlines and goals we should be aware of?

At THREE, as we each introduce ourselves and our roles we’re not only setting expectations, we’re laying the groundwork for future collaboration. For our Client Partners, this is a great opportunity to get to know their dedicated THREE team, and to understand the varied perspectives layered in to our work.

Internally, this call also ensures our entire team fully understands business objectives, research goals, and project needs. No one is working in a vacuum – everyone has information they need to do their individual jobs in unison.

The bottom line? Conducting a Kickoff Call at a project’s outset helps minimize the potential for bumps in the road as things progress. It’s the first in a series of relationship-building steps that help us make our Client Partners look good – and make their lives easier while doing it.

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