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[Title of Project]

[Title of Project]. Project Kickoff Meeting. [Date of Kick Off Meeting]. Agenda. Project Background / Project Overview Project Approach Project Scope Impact to Stanford Community Project Timeline Activities In Progress Project Team Project Links

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[Title of Project]

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  1. [Title of Project] Project Kickoff Meeting [Date of Kick Off Meeting]

  2. Agenda • Project Background / Project Overview • Project Approach • Project Scope • Impact to Stanford Community • Project Timeline • Activities In Progress • Project Team • Project Links • [Note: No project financials should be shown in the kickoff meeting.]

  3. Project Background • [Current landscape] • [Current footprint] • [Why do we need to do the project?] • [What are the project objectives?] • [What are current challenges and painpoints?] • [What are current risks to Stanford if project not done?]

  4. Project Approach • [How will this project be done? Pilot first? Single or Multiple phases?] • [What will be the technical solution?] • [Is review of entire business processes required?] • [Is this a custom development project, on-premise software solution or cloud option?] • [What resource pools will be engaged on this project?] • [Data security implications, if any?] • [Training and change management needs?]

  5. Project Scope • [What is included in scope?] • [What is out of scope?] • [If multiple phases, detail what is part of which phase in a diagram] • [Make sure to include all aspects of the project including scope of reporting, scope of change management, etc.]

  6. Impact to Stanford Community [What are the impacts to all stakeholders and touchpoints?] [Include impacts to people, systems and business processes?] [Include any change management requirements]

  7. Activities in Progress [What has been completed so far? And by whom?] [What is in progress currently and who is doing it?]

  8. Project Timeline [Example using Office Timeline+ but can use Visio, Excel, native Powerpoint, Smartsheet, etc. to develop and present the project timeline 23 days Requirements Aug 1 - Aug 31 21 days Design Sep 1 - Sep 30 65 days Development Oct 1 - Dec 31 30 days SIT Testing Jan 1 - Feb 9 28 days UAT Testing Feb 14 - Mar 23 22 days Change Management Mar 1 - Mar 30 6 days Rollout/Cutover Mar 26 - Apr 2 Exit Development Exit UAT Dec 31 Mar 23 Exit SIT Go-Live Feb 14 Apr 2 2017 2018 2017 2018 Aug Sep Oct Nov Dec Jan Feb Mar Apr Today

  9. Project Timeline (another format)

  10. Project Team [Project org chart done in Visio, MS Word, or some other equivalent tool] [Include project sponsors, steering committee, external consultants and all sub-teams required for the project

  11. Project Links • CONFLUENCE: • JIRA: • ZEPHYR • UNANET: if applicable

  12. Next Steps [List activities planned for the next few weeks? And by whom?]

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