---
title: Preparing for your kickoff meeting
description: The purpose of the kickoff meeting is to plan an effective onboarding process &amp; timeline and make sure everyone is clear on roles and responsibilities. It’s also a chance to get to know your customer success manager.
---

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# Preparing for your kickoff meeting

## The purpose of the kickoff meeting is to plan an effective onboarding process & timeline and make sure everyone is clear on roles and responsibilities. It’s also a chance to get to know your customer success manager.

### What should I prepare for the kickoff meeting?

We recommend that you consider the following questions as a team in advance:

- What is our ideal go-live date? Is there a particular campaign you want to start with? 
- Who will be your project manager for the Dataro implementation?
- What team members should be included from the fundraising + IT/database team?
- What does success with Dataro look like for you?

### Who should attend the kickoff meeting?

We encourage your whole team to join the kickoff meeting, but especially your executive sponsor, your project lead, and a member of your fundraising & database team.

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