General Inquiries

Project kick-off meeting

  • 1.  Project kick-off meeting

    Posted 14 days ago
    During a session at the CFMA conference earlier this week I learned that many companies have a project kick-off meeting that brings together several departments to go over various aspects of the job and ensures everyone is on the same page.  Does anyone have an meeting agenda they would be willing to share?  I'd like to implement something like this at my office.


    Laura McKinney
    Assistant Controller
    CDI Contractors, LLC
    Little Rock AR
    (501) 666-4300

  • 2.  RE: Project kick-off meeting

    Posted 13 days ago

    I would be very interested as well. We generally have kick off meetings, but without a formal agenda.



    Frank Carpenter


    Morris, Inc.

    p: 949.333.7007

    c: 949.812.1145

    a: 4100 Birch Street, Suite # 500, Newport Beach, CA 92660

    w:  e:


  • 3.  RE: Project kick-off meeting

    Posted 13 days ago
    ​We have them, but I'm finding there is opportunity for greater accounting/finance involvement. I also don't believe we have a general agenda or checklist to ensure we hit on the key information.
    Mentally adding this to my list of things to do....

    Deborah Smith CPA
    Group Accounting Manager
    Mortenson Construction
    Chandler AZ
    (480) 339-7940

  • 4.  RE: Project kick-off meeting

    Posted 13 days ago
    I have found agendas for the project kick-off meeting you have described as well as for post-mortem project reviews on the AGC website.  I'll try to take a few minutes to find our altered versions or send what is on the site, in the mean-time you may want to check there.

    Jyll Waters CPA, MBA, CGMA, CCIFP
    Chief Financial Officer
    Vancon, Inc.
    Springville UT
    (801) 491-8898

  • 5.  RE: Project kick-off meeting

    Posted 9 days ago
    Folks;  Dave Miller and I just did a CFMA webinar on Project Management Fundamentals, and the Appendix materials included sample team meetings.  Start up thru project close out.  I have attached.  They should offer a good start for developing an agenda that's custom to your company!!  
    David James, CPA, CCIFP
    Cell: 602-820-0402