Initial Team Meeting Agenda Template

TEMPLATE NOTE

As soon as you know your team and project, you will plan and conduct your initial team meeting. During this meeting, you will familiarize yourself with your team members, assign roles, plan for future communication and check-ins, and prepare yourself to meet with your company sponsor for the first time. Use the template below to help you conduct this meeting.

Date:

Time:

Topic:

Attendees:

Absent:

Meeting Objectives

Decide on team roles and responsibilities
Decide when regular team meetings will be held
Prepare for the Kickoff Meeting

(Designate someone to take notes during your meeting. You can take notes directly in this document if you prefer. One person will submit these notes in Canvas for your team assignment)

Agenda Topics

Name	Topic	Time
	Icebreaker (i.e. Describe Yourself in 3 words, Favorite food, etc.)	10 mins
	Discussion: Choose Roles and Responsibilities for each team member (write them down in this document to submit for the assignment) Plan when you will regularly meet (plan at least two available times per week) Plan communication strategy (Zoom, WhatsApp, Teams, etc.) Who will organize those meetings?	20 mins
	Prepare for Kickoff Meeting: Discuss your thoughts on the project you have been assigned Review the Kickoff Meeting Agenda template and make speaking assignments Write down any additional questions you have for Sponsor Proposed times for Kickoff meeting (provide a few times so the sponsor can choose)	20 min
Teacher or Mentor (if available to attend the meeting)	Answer any questions Give feedback on this team meeting	10 mins

Action Items

Name	Action item	Deadline
Sponsor Liaison [INSERT NAME]	Contact Sponsor to schedule Kickoff meeting

Next Steps

Turn in the notes from this meeting
Confirm date and time for the kickoff meeting
Send Sponsor the Kickoff Meeting Agenda
Discuss any additional requirements or expectations