Task: Prepare Client Kick-Off Materials
The objective of this activity is to undertake a joint kick-off meeting with the Client and to gain formal approval from Client management to start the Execution phase of the Service Engagement.
Relationships
Main Description

The Engagement Manager is responsible for producing appropriate material that will be presented at the Client kick-off meeting. The presentation should include at least the following major points:

  • Vision, Objectives and Constraints.
  • Stakeholders expectations and requirements.
  • Service Delivery overview (AM and/or IM landscape, etc).
  • Service Engagement approach and Service Governance Plan.
  • Security Aspects.
  • Service Engagement organisation (including partners and suppliers).
  • Roles and responsibilities.
  • Model and Procedures.
  • Client satisfaction and Client acceptance.

After having reviewed the presentation with the Delivery Manager, and prior to the kick-off meeting, the Engagement Manager should arrange to review the kick-off material with the Client representives to ensure that they are happy with the content and messages that are being promoted in the final material. Client management should be encouraged to develop and deliver some of the material for the kick-off meeting, as a way to build effective working relationships.

As part of the preparation, the Engagement Manager must ensure that the meeting agenda, logistics, invitations, and meeting ground rules are dealt with accordingly.


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