Kickoff call agenda for skilled help
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Kickoff call agenda

Project: [SHORT NAME FOR THE WORK]

Date and time: [DATE, TIME, TIME ZONE]

On the call: [NAMES AND ROLES]

Notes taken by: [NAME]

1. Introductions (3 minutes)

- Who we are, and who will be the main contact on each side.

2. The problem and the goal (10 minutes)

- What's happening, in our words.
- The expert's questions.
- The goal, in one or two sentences: [GOAL]

3. What "done" looks like (5 minutes)

- This is done when: [ONE SENTENCE]
- Not included: [ANYTHING NEARBY THAT ISN'T PART OF THIS]

4. How we'll work (5 minutes)

- How we'll stay in touch: [MESSAGES IN THE EXCHANGE / EMAIL / CALLS]
- How quickly each side will usually reply: [FOR EXAMPLE, WITHIN TWO WORKING DAYS]
- What we'll have ready, and by when: [FILES, ACCESS, ANSWERS]
- Who decides, and whether the board must approve the result: [NAME OR "THE BOARD, AT ITS MEETING ON DATE"]

5. Timeline and next steps (5 minutes)

| Next step | Who | By when |
|---|---|---|
| [STEP] | [NAME] | [DATE] |
| Send the written scope | [NAME] | [TODAY] |

6. Anything else (2 minutes)

- Anything confidential, or anything we shouldn't share.
- Questions either side still has.