Before Your Kickoff Meeting
Preparing key materials in advance helps projects move efficiently and reduces delays during onboarding.
Depending on your project type, you may be asked to provide:
- existing brand assets,
- website access,
- reference materials,
- project goals,
- stakeholder information,
- or supporting documentation.
Not every project requires the same materials, but preparation helps streamline onboarding and improve early-stage clarity.
Helpful Items To Prepare
Business + Brand Information
Prepare a general overview of:
- your company,
- services,
- audience,
- positioning,
- and project goals.
Existing Assets
Gather any relevant existing materials such as:
- logos,
- brand guidelines,
- presentations,
- marketing materials,
- photography,
- or prior design files.
Access Credentials
Where applicable, prepare access to:
- website hosting,
- domains,
- CMS platforms,
- analytics tools,
- scheduling systems,
- or third-party platforms.
Sensitive credentials should only be shared through approved secure methods.
Stakeholder Alignment
Identify who will:
- review work,
- approve deliverables,
- provide feedback,
- or act as the primary project contact.
Consolidated communication helps projects move more efficiently.
Goals + Priorities
Consider:
- what success looks like,
- key business objectives,
- timeline priorities,
- audience concerns,
- and any known challenges or constraints.
During Kickoff
Kickoff discussions may include:
- project overview,
- timeline review,
- communication expectations,
- milestone planning,
- deliverable clarification,
- and next steps.
This stage helps establish alignment before active production begins.
Best Practices
For the smoothest onboarding experience:
- Gather assets before kickoff whenever possible
- Consolidate stakeholder input early
- Prepare questions in advance
- Communicate timeline constraints clearly
- Identify decision-makers before production begins
Related Resources
- Required Assets + Materials Checklist
- What To Expect During Your Project
- Managing Team Access
- Understanding Project Statuses
- How Feedback + Revisions Work