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.