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Preparing the Kickoff Pack

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In this lesson, you will learn:

  • What a kickoff pack contains
  • Why you send it before the meeting
  • How the questionnaire starts requirements early

🔁 Quick look back: Last time: Finding the Right Client Stakeholders. You learned how to build a stakeholder list for Clear View.

1 The Problem: People Arrive at Kickoff Unprepared

If people see everything for the first time at kickoff, the meeting slows down:

  • Basic questions use up the time.
  • Nobody has checked the plan or the dates.
  • Requirements start from zero after the meeting.

🎯 The problem: People arrive at kickoff unprepared, so the meeting achieves little.

👉 The fix: Send a short kickoff pack three days before, including the Discovery questionnaire.

Six items in the Clear View kickoff pack.
Figure 1. What went into the Clear View kickoff pack.

2 What goes in the pack

  • Agenda with times and speakers.
  • Slides: goals, scope, plan, gates, next steps.
  • One-page explainer of how Discovery works.
  • Glossary of Discovery terms.
  • Stakeholder list with what you need from each person.
  • Discovery questionnaire for the infrastructure teams to start filling in.

💡 Good to know: Keep the slides short. The pack is for reading. The meeting is for deciding.

3 Why include the questionnaire

The questionnaire asks about sites, networks, servers, devices and security. Sending it early means answers start arriving before the first workshop.

📝 Note: You’ll walk through the full questionnaire in Requirements Gathering › The Discovery Questionnaire: Questions to Ask.

4 Project Clear View: How We Implemented It

📍 Situation: Kickoff is Monday at 10:00 IST, with Oliver joining from London.

🧭 Decision: Send a complete pack on Thursday, so people read it before the meeting.

🛠️ Steps we took:

  1. Wrote the agenda: goals (10 min), how Discovery works (15), plan and gates (20), roles (15), questions (20), next steps (10).
  2. Built 10 slides from the plan and value summary.
  3. Added the explainer, the glossary, the stakeholder list and the questionnaire.
  4. Sent the pack to Hana, who forwarded it to everyone.

✅ What we verified:

  • Hana confirmed everyone received it.
  • Ravi and Priya started the questionnaire before Monday.

📁 Evidence: The Clear View kickoff pack, sent Thursday of week 0.

5 Quick recap

  • A kickoff pack has an agenda, slides, explainer, glossary, stakeholder list and questionnaire.
  • Send it about three days before kickoff.
  • The questionnaire gets answers flowing early.
  • The pack is for reading. The meeting is for deciding.

6 Check yourself

Think of your answer first. Then tap to check.

1 Name four things in the kickoff pack. Show answer

Any four of: agenda, slides, explainer, glossary, stakeholder list, questionnaire.

2 Why send the questionnaire before kickoff? Show answer

So the infrastructure teams start answering, and requirements begin early.

3 Who received the Clear View pack first? Show answer

Hana Kim, who forwarded it to the rest of SNWR’s team.

Nice work! Clear View is ready for kickoff. 🎉
Next up: Running the Kickoff Call

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