The following is a suggested format/template for

preparing and presenting a project

12/13/2009 1

Prepared by: Sid Calayag

Date: December 13, 2009

12/13/2009 2

<Project Name>

Kick-Off Meeting

Prepared by: <Name>

Date: <mm/dd/yyyy>

12/13/2009 Confidential 3

Introduction

• Purpose of this presentation

– Objective: • <Replace this text with a statement of this goal.>

12/13/2009 Confidential 4

Agenda

• Project Overview

• Scope and Team organization

• Major deliverables

• Estimated Effort

• Assumptions, Risks and Issues

• Project Acceptance

12/13/2009 Confidential 5

Project Overview

• Project description

– <Replace this text with a short description of

the project, organizations affected or

impacted (e.g. customer and their product,

supplier and sub-cons, government agencies

where compliance to regulations are

required, etc.), contract amount, timeline

and goals.>

December 13, 2009 Confidential 6

Scope

• <Replace this text with a list of scope.

– This section is where you clearly define the logical boundaries of your project.

Explanation:

– Scope statements are used to define what is within the boundaries of the project and what is outside those boundaries.

December 13, 2009 Confidential 7

Team Organization

• <Replace this text with a list of responsible team or organization.

– This section is where you clearly specify team members and their responsibilities (as well as expectations).

December 13, 2009 Confidential 8

Major Deliverables

• Deliverables

– <Deliverable 1: Description and importance to project.>

– <Deliverable 2: Description and importance to project.>

– <Deliverable 3: Description and importance to project.>

Explanation of this section:

– All projects have deliverables. In this section, describe the deliverables of the project. Provide enough explanation and detail that all members will be able to understand what is being produced.

December 13, 2009 Confidential 9

Estimated Effort

• Budget

• Infrastructure needed

– Include here office required, communication, warehouse, transportation and equipment

• Manpower allocation– <List of subcon: Description and importance to

project.>

– <Timetable :Usually included in the project master schedule .>

• Timeline– a chart showing the project start date, major

milestones, and end date. The deliverables included in this milestone chart should all have been described in the scope section.

12/13/2009 Confidential 10

Assumptions, Risks and Issues

• Project Assumptions

– Unverified information used in the design and estimate

– Unknown situations/installation requirement that are due to our own inability to visit/survey the site before the design and estimation process

• Risk and Issues

– These are circumstances or events that exist outside of the control of the project team that will have an adverse impact on the project if they occur.

– Change Orders that are not yet considered in the plan and estimate (and budget as well).

12/13/2009 Confidential 11

Project Acceptance

• Customer Acceptance

– Conditions by costumers prior to acceptance.

• customer concerns,

• changes,

• requirement,

• testing and commissioning

• documents

12/13/2009 Confidential 12