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Subject: [Engagement name] — kickoff and preparation Hi [Name], Great to get started. The purpose of this engagement is to [business objective / decision] across [process or scope]. Our kickoff is: Date: [date]
Time: [time]
Attendees: [names / roles] Before the meeting, could you please help us confirm:
  • the executive sponsor and day-to-day process owner;
  • the people who perform the work regularly, including anyone who handles important exceptions;
  • the main systems involved in the workflow;
  • any security/privacy contacts we should involve early.
We will use kickoff to confirm scope, stakeholder coverage, the interview plan, whether screen observation will be useful for any roles, the timeline, client responsibilities and the final decision the diagnostic should enable. Please do not ask participants to prepare polished descriptions of the process. We want to understand how the work actually happens, including exceptions and workarounds. If anything in the agreed scope has changed since the proposal was signed, send it through before kickoff so we can address it explicitly. Best, [Consultant]