SOP Templates > Roofing > Pre-Construction > Project Kickoff Meeting

Project Kickoff Meeting for Roofing

The Project Kickoff Meeting workflow provides roofing contractors with a structured approach to launching jobs. It includes reviewing contracts, safety requirements, scheduling, and material readiness with crews and clients. By using this checklist, roofing companies prevent delays, improve communication, and reinforce professionalism. Clients benefit from clarity on what to expect, while teams gain accountability. With this workflow in place, roofing contractors can strengthen trust, protect profitability, and ensure projects begin smoothly and finish on time with consistent quality.

Schedule kickoff meeting with all key team members and stakeholders

Prepare agenda with project scope, timeline, and critical details

Review contract scope of work and client expectations

Go over the project schedule, including milestones and deadlines

Discuss site logistics (access, staging, safety, utilities, etc.)

Confirm material procurement and delivery timelines

Review permitting and inspection requirements

Assign responsibilities and communication protocols

Address known risks, challenges, or site conditions

Confirm documentation tools (daily logs, change orders, etc.)

Provide contact info for all key personnel

Answer team questions and clarify next steps

Document meeting notes and distribute to attendees

Confirm readiness to mobilize and begin work