<aside> 💡 A stakeholder kickoff is done at the beginning of a research project. During a stakeholder kickoff you invite the people that take part in this project, such as the PM and designer of a product team. During this meeting your focus is to gather as much information as needed to build a research plan. This kickoff will help kickstart your project. This is a template you can use for this.

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🍽️ Table of contents

❓Questions

The following questions should be answered during the kickoff

• What are your goals with this project?
  • Why is this project happening?
  • What problem are you trying to solve?
  • What do you hope to achieve by solving this?
• What are your needs?
  • What do you think needs finding out?
  • What would be the ideal results in this project?
  • What is your timeline?
• What are your assumptions about this project
  • What do you think the user needs?
  • What do you think the user knows already?
  • How do you think the user experiences the current product/feature?
• Who are the users in this project?
  • User work role (what work role does your user have?)
  • Business type (what category of business is the user in)
  • Department Types (is there a specific department you're targeting?)
  • Markets (is this specific for some markets or all?)
• Who are the stakeholders in this project?
  • Who needs to be involved in this process?
  • Who needs regular updating?
  • Who is responsible for what?
• How does this project align with company/business goals?
  • Which of the Customer Promises are connected to this project?
  • Which of the business strategies are connected to this?
    • Improving the Onboarding Experience
    • Reducing Complexity & Increasing Efficiency
    • Continuing Improvements for Growing Markets
    • Supporting Sunsetting of Legacy Platforms
• What research / knowledge do you already possess on this topic?
  • Where is the research that you have done beforehand?
  • Who was responsible for this research?
  • What do you know for a fact based on your own experience with the product/feature?

📑 Documentation

Notes

[facilitator 2 makes notes during the session. Do so here]

Recording

[add the link to the recording here]

Transcript

The kickoff recording was transcribed and tagged using Dovetail: