Create a new project template for a kickoff meeting

[gvegayon]

We don't have a streamlined way to run a first project meeting. I would like to have some basic template we could use for kickoff meetings during which we define the scope and goals for a project. Perhaps @alexsb may have some insights on this?

cc @halpo @apulsipher @WillyRay

[apulsipher]

Do we want the template to live on Box or on GitHub?

We might also want to ask the project management team (Delaney, Hazel, etc.) if they have a template or insights on this. Looking at Box, I found this agenda from the ForeSITE program kickoff meeting. The agenda was for a 3-hr meeting, so it isn't a template for us, but many of the points covered in the meeting would go well in our own first project meetings:

• Defining project vision (value for us and our partners) and high-level goals (tangible outcomes/end products)
• Discussing project management (how much will each stakeholder be involved in the project, who will lead the project, what is the timeline, communication methods, meeting frequency, etc.)
• Identify deliverables

I'd add to this:

• Defining and assigning initial tasks
• Scheduling the next meeting

I think we could follow that structure in an hour or less and have a pretty solid first project meeting.

[gvegayon]

I would love to keep everything on GitHub! What do you say, @EDelaneyT?

[EDelaneyT]

Hi @gvegayon, I'm open to that, but I'm not familiar with what it would look like to have templates/scopes/etc living on GitHub. Some questions/thoughts I have are: (1) scope statements/project documentation/notes will need to have saved copies in Box, as well; (2) GitHub may be an unfamiliar platform for project collaborators (i.e., economic team); (3) all of those points listed by @apulsipher are great! Something to consider as a kick-off template could be building from the project scope statement form, which encompasses the key highlights you mentioned.

[gvegayon]

@EDelaneyT, can you add this to the agenda for the next team meeting? (00-running-agenda, I believe)