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Project kickoff and Vision alignment

The project kickoff

Once the project begins, the Project Delivery Lead (PDL) organizes and hosts a formal Project Kickoff and Vision Alignment session. This meeting ensures that your project begins with the entire team understanding the vision, business outcomes, and plan for delivery.

The objectives of the Project Kickoff and Vision Alignment meeting are to:

  1. Introduce the project team, client team, and key stakeholders
  2. Make sure the roles and responsibilities of the project are understood
  3. Ensure the vision, business outcomes and client goals are understood
  4. Share the project scope and schedule

    Project kickoff attendees

    All project team members, including senior client stakeholders, and the project sponsor should attend the project kickoff meeting. You can host your kickoff event virtually if attendees are unable to attend in person. 

    Attendees must include:

    • Consulting Solutions Executive
    • Account Executive
    • Pre-sales Solutions Consultant
    • Project Delivery Lead/Project Manager
    • Pega and Client's Delivery Team
    • Partner Delivery Team
    • Client Success Manager
    • Any other supporting members from the Sales activity
    • Product Owner
    • Scrum Master
    • Test Lead
    • Testers 
    • Business Subject Matter Experts
    • Co-Production resource
    • Governance stakeholders
    • Sponsor

    Check your understanding with the following knowledge check. Drag and drop the descriptions to the correct list for a project kickoff meeting.

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