Project Kick-Off Meeting Checklist

Ensure a successful construction project start! Download our free Project Kick-Off Meeting Checklist - your essential guide to aligning teams, defining scope, and avoiding costly delays. Get organized and build smarter. #construction #projectkickoff #checklist #constructionmanagement

This Template was installed 3 times.

Pre-Meeting Preparation

1 of 9

Tasks to be completed before the meeting to ensure a productive start.

Review Project Proposal & Contract

Gather Relevant Project Documents (Drawings, Specifications, Permits)

Confirm Attendance Count (For Room/Platform Capacity)

Confirm Date and Time of Meeting

Choose Meeting Platform (In-Person, Zoom, Microsoft Teams, etc.)

Prepare Preliminary Agenda

Identify Key Stakeholders (Client, Architect, Engineer, Subcontractors)

Meeting Logistics

2 of 9

Ensuring the meeting environment and technology are set up correctly.

Meeting Location (Physical or Virtual)

Meeting Start Time

Number of Attendees Confirmed

Meeting Platform (if virtual)

Audio/Video Test Completed (if virtual)

Meeting Agenda (Uploaded)

Introductions & Roles

3 of 9

Ensuring all attendees are introduced and their roles are clearly defined.

Meeting Facilitator Name

Project Manager Name

Client Representative Name

Architect Name

General Contractor Name

Brief Introduction from Each Attendee (Role & Experience)

Confirm Roles Aligned with Project Organization Chart

Project Overview & Goals

4 of 9

Reviewing the project scope, objectives, and key success factors.

Project Description & Background

Project Goals - What are we trying to achieve?

Overall Project Budget (Estimated)

Key Project Objectives (SMART Goals)

Project Delivery Method (e.g., Design-Bid-Build, Design-Build, CM at Risk)

Scope Inclusions (Brief Summary)

Scope Exclusions (What's NOT included?)

Communication & Reporting

5 of 9

Establishing communication protocols, reporting frequencies, and escalation paths.

Preferred Communication Method (Primary)

Preferred Communication Method (Urgent Issues)

Reporting Frequency (e.g., daily, weekly)

First Progress Report Due Date

Escalation Path for Issues

Project Management Software

Contact Person for Reporting Inquiries

Schedule & Milestones

6 of 9

Reviewing the project schedule, key milestones, and potential constraints.

Review Project Start Date

Confirm Project Duration (in days/weeks)

Confirm Key Milestone 1 Target Date

Confirm Key Milestone 2 Target Date

Discuss Potential Schedule Constraints (e.g., weather, material lead times)

Schedule Review Frequency (Weekly/Bi-weekly/Monthly)

Estimate Float/Buffer Time for Potential Delays (in days)

Review Critical Path Schedule (if available)

Risk & Issues Management

7 of 9

Identifying potential risks and establishing a process for issue resolution.

Preliminary Risk Assessment Summary

Identified High-Level Risks (Select all that apply)

Estimated Probability (1-10) for Top Risk (e.g., Permitting Delays)

Estimated Impact (1-10) for Top Risk (e.g., Permitting Delays)

Brief Mitigation Strategies Discussion for Top Risks

Risk Escalation Path (Primary Contact)

Date of Next Risk Review Meeting

Next Steps & Action Items

8 of 9

Defining immediate next steps and assigning responsibilities.

Identify and Assign Meeting Minutes Recorder

Brief Summary of Key Decisions Made

Immediate Follow-Up Items (Select all that apply)

Assigned To (Follow-up Item 1)

Due Date (Follow-up Item 1)

Assigned To (Follow-up Item 2)

Due Date (Follow-up Item 2)

Post-Meeting Follow-Up

9 of 9

Actions required after the meeting to ensure progress and accountability.

Meeting Minutes Distribution Date

Summary of Key Decisions & Action Items (Record for future reference)

Distribution List Confirmation (Confirm who received the minutes)

Number of attendees who confirmed receipt of the meeting minutes

Notes on any outstanding questions or issues requiring further clarification

Upload of meeting recording (if applicable)

Construction Management Solution Screen Recording

See how ChecklistGuro can transform your construction management! This screen recording showcases our BPM solution in action, streamlining workflows, boosting efficiency, and keeping your projects on track. Discover how easy it is to manage tasks, approvals, and more. #constructionmanagement #bpm #checklistguro #screenrecording #projectmanagement #constructiontech #workflowautomation

Related Checklist Templates

We can do it Together

Need help with Checklists?

Have a question? We're here to help. Please submit your inquiry, and we'll respond promptly.

Email Address
How can we help?