Before the meeting
- Sponsor confirmed
- Process owner confirmed
- Business question drafted
- Process start/end boundary drafted
- Stakeholder list prepared
- Evidence/data request prepared
- Security/privacy questions identified
During kickoff
- Confirm objective and success criteria
- Confirm scope and exclusions
- Confirm stakeholder groups
- Confirm interview/observation approach
- Confirm structured-data requirements where relevant
- Confirm timeline and dependencies
- Confirm review/validation sessions
- Confirm decision-makers
- Confirm confidentiality and consent approach
- Confirm weekly communication cadence
After kickoff
- Send decision/action summary
- Launch stakeholder invitations
- Track missing evidence
- Record assumptions and risks
- Escalate blockers early