What’s inside the Kickoff Agenda.
2 screens with real content in place. Rewrite them, reorder them, or add your own.
- 1Screen 1The top of the note: a picture cover, the title, when and where, both teams with roles, facilitator and note-taker, pre-reads, the outcome the meeting must reach, and a 90-minute running order of ten questions with lead, minutes, type and computed start times.
- 2Screen 2Further down: what was prepared for the decision items: proposed success measures with baseline, target and date, scope in and out side by side from the signed statement of work, key dates with the client's shaded, ways of working, and what the client needs to send, each with an owner and a date.
When to use it.
Kickoff Agenda is a page in Notes for planning the first meeting with a new client, shared before the day. Properties give the time and place, both teams with their roles, the facilitator and the pre-reads, and a callout says what the meeting must agree. The running order is ten questions, each with a lead, minutes and a type (inform, discuss or decide), with start times that add up to 90 minutes. Below it is what you prepared for the decisions: success measures with baseline and target, scope in and out, key dates with the client's marked, ways of working, and what the client needs to send.
Made for
- Agencies and consultants running client work
- Project managers and team leads
- Sales and account teams
- Any team that writes things down together
Make it yours in four steps.
Open it in Notes and work through it, or let Docsiv AI do the first pass with your details.
- Step 1
Set the title, the date and place, and both teams with their roles in the properties, and link the statement of work and pre-reads.
- Step 2
Write each agenda item as a question to answer, with one lead and its minutes, and keep the total between 60 and 90 minutes.
- Step 3
Prepare every decide item: measures with a baseline, scope from the signed contract, and the dates each side depends on.
- Step 4
List what the client must send, each with an owner and a date, and share the page with both teams two days before.
Start from the Kickoff Agenda now.
Questions about this template.
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Is the Kickoff Agenda template free?
Yes. Create a free account and it opens in Docsiv's Notes app, ready to edit and share. The Free plan includes every Docsiv app and 500 AI credits a month.
Can I change the colours, fonts and text?
Yes, all of it. The template uses Geist with #2457c5, #eaf0fb, #1d1c1a, #37352f, #7d7a75, and you can change any of them, rewrite every word and add or remove blocks and sub-pages.
What can I export it as?
Notes in Docsiv offers: Pages, Markdown, Word and PDF exports. Once it's saved, you can also share it with a link.
Can Docsiv AI write the kickoff meeting agenda for me?
Yes. Tell Docsiv AI about the client or project and it can draft the content in this template's style, which you then review and edit. AI uses credits; the Free plan includes 500 a month.
Start your notes with Docsiv AI
Describe the client or the project and Docsiv AI writes a first draft of your kickoff meeting agenda for you to edit, share and send.