Project Kickoff

Thank You for Choosing to Work with Waypoint

As you have now completed your workshop sessions and approved your implementation budget it’s time to get your project started! To ensure the smooth running of your implementation we will hold a 2 hour kick off session to familiarise yourself with the project team, plan out timelines and get things started. Wherever possible we will run this session in person.

From this meeting we will produce a full Statement of Work document for your project detailing out the stages and time frames that we will be working to.

Your Project Kick Off Meeting

Meet The Team

Your project will be produced end-to-end by one of our expert Implementation Leads. You should already be familiar with them as they will have been involved in your workshop sessions prior to the project

All Waypoint implementations are overseen by our Operations Manager, who will be with you every step of the way to ensure smooth running and complete transparency throughout.

Initial Setup

During the kick off session we will discuss some of the technical aspects of your implementation and the initial setup of the system.

We may also require, at this point, access to one or more of your current systems to start the setup process.


We want to ensure that your implementation runs smoothly, so during the kick off session we will collaborate with you to put together your Statement of Work document. Areas for discussion will include:

Goals and Objectives



Invoicing and Expected Timing

Key Tasks

Once this document has been completed it will be sent to you for sign off. As this will form the basis of all work undertaken it will be imperative that it is reviewed and approved before we commence the full project.

Let’s Start the Conversation

Are you interested in finding out if we’re a good fit for each other? If you’re ready to take your first step to working with us, the process starts by applying for a discovery call. The truth is, what we do and the way we do it, won’t be for everyone.