Kickoff Meeting Agenda + Prep Checklist

Your kickoff meeting is the official start of your Cirface engagement. This 60-minute session brings together your core stakeholders and our delivery team to align on scope, process, tools, and next steps.

Here’s the agenda and how you can prepare to make the most of the call.

📋 Kickoff Meeting Agenda

1. Introductions
   Meet your Cirface team and introduce key contacts on your side.

2. Project Scope and Deliverables
   We’ll review what’s outlined in the SOW, including workflow goals, training, timelines, and success criteria.

3. Review of What’s Been Built So Far (if applicable)
   If we’ve already started sandboxing workflows or reviewing your submissions, we’ll share progress and early thoughts.

4. Upcoming Meetings
   We'll set expectations around cadence, key milestones, and required stakeholders.

5. Ways of Working
   We’ll confirm:

   • Communication channels (email, Slack, etc.)

   • Meeting tools (Google Meet)

   • Access (Asana guest invites)

   • File sharing (Google Drive folder)

6. Next Steps
   We'll outline short-term tasks like:

   • Completing the Workflow Definition Form (if not done)

   • Booking follow-up discovery or training sessions

   • Confirming any access needs

7. Open Q&A
   Time to address questions, priorities, or any initial blockers.

✅ What to Prepare Before Kickoff

• Have your workflow champions or SMEs on the call

• Be ready to share access to your Asana workspace

• Review your SOW or proposal for any last-minute clarifications

• If workflows haven’t been submitted yet, watch this Loom video and complete the Workflow Definition Form

• Bring any questions you’ve been saving—we love solving early!