Template T1
Three-day kickoff agenda
Three days is the sweet spot: long enough to change how the field sells, short enough that nobody loses a week of pipeline. This agenda front-loads the big story, spends Day 2 on the skills that move deals, and gets everyone to the airport with a Q1 plan in hand. Swap the names, keep the shape.
Day 0: The night before
Arrivals, badges, and tech checks. No stage program tonight.
| Time | Session | Who | Notes |
|---|---|---|---|
| 1:00 PM | Registration desk opens | Event ops, registration staff | Badges, swag pickup, and help downloading the event app |
| 3:00 PM | Presenter tech checks | AV lead, Day 1 presenters | 15-minute slots in the main room; load final decks and test clickers |
| 5:00 PM | Leadership huddle | CRO, sales leaders, event lead | Walk the Day 1 run of show; confirm the awards list is final |
| 6:00 PM | Arrivals lounge | Early arrivals | Hosted bar and light bites; no speeches, no slides |
| 7:30 PM | Team dinners (optional) | First-line managers and their teams | Pre-booked tables nearby; a good moment to welcome new hires |
| 9:00 PM | Registration desk closes | Event ops | Late arrivals pick up badges when the desk reopens at 7:00 AM |
Day 1: The big room
Vision, product, customers, and the story everyone will tell in Q1.
| Time | Session | Who | Notes |
|---|---|---|---|
| 7:00 AM | Breakfast and registration | All attendees | Registration desk reopens for late arrivals |
| 7:45 AM | Doors and walk-in | Production team | Walk-in music and holding slide; seat by region or team |
| 8:00 AM | Welcome and housekeeping | Emcee | Wi-Fi, event app, and what the next three days are for |
| 8:15 AM | CEO keynote: where we’re going | CEO | Company vision, the market, and why this year matters |
| 9:00 AM | CRO keynote: how we win this year | CRO | Last year in review, this year’s number, and the plan to hit it |
| 9:45 AM | Break | All | 20 minutes; coffee and snacks at the back of the room |
| 10:05 AM | Product: what’s shipping and why it sells | Product leaders | Tie every launch to a customer problem and a pipeline play |
| 11:00 AM | Customer panel | CS leader as moderator, two or three customers | Questions agreed in advance; stories, not demos |
| 11:45 AM | Lunch | All | Mixed-team seating; dietary meals clearly labeled |
| 12:45 PM | The year’s narrative | Product marketing | The pitch and talk track every rep uses on the first call of Q1 |
| 1:45 PM | Win stories | Three AE and SE pairs | Ten minutes each: the deal, the turning point, the lesson |
| 2:30 PM | Break | All | 15 minutes |
| 2:45 PM | Comp plan and rules of engagement | CRO, RevOps | Plan mechanics and territory rules; publish the FAQ the same day |
| 3:30 PM | Leadership Q&A | CEO, CRO, CFO | Questions collected in the event app; the moderator groups them |
| 4:15 PM | Day 1 wrap | Emcee | Recap, breakout room assignments, and tonight’s dress code |
| 4:30 PM | Free time | All | Change, call home, clear the inbox |
| 6:30 PM | Welcome event | All attendees | Dinner and drinks; one five-minute toast, no program |
| 10:00 PM | Welcome event ends | All | Shuttles back to the hotel if the event is offsite |
Day 2: Breakouts, enablement, and awards night
Role-based skills by day, President’s Club and annual awards by night.
| Time | Session | Who | Notes |
|---|---|---|---|
| 7:00 AM | Breakfast | All | Breakout rooms posted on signage and in the event app |
| 8:00 AM | Morning kickoff | Emcee, head of enablement | 15 minutes in the main room: how today works and how certification is scored |
| 8:15 AM | AE track: discovery and deal strategy | AEs | Taught by top performers using real deals, not hypotheticals |
| 8:15 AM | SE track: the new release, hands-on | SEs | Demo environments built and tested the night before |
| 8:15 AM | CSM track: expansion and renewal plays | CSMs | Account plans for the top renewals of the first half |
| 8:15 AM | SDR track: Q1 outbound sequences | SDRs | New sequences, personas, and a live cold-call lab |
| 8:15 AM | Manager track: forecasting and pipeline reviews | First-line managers, RevOps | One forecast cadence and one deal review format for everyone |
| 10:00 AM | Break | All | 20 minutes; time to move rooms |
| 10:20 AM | Role breakouts, block 2 | Same groups, same rooms | AEs: negotiation; SEs: technical win plans; CSMs: risk reviews; SDRs: objection handling; managers: coaching from call recordings |
| 12:00 PM | Lunch | All | Optional table topics by industry or segment |
| 1:00 PM | Enablement and certification | Enablement team, managers | Pitch certification on the new narrative in small groups, scored by peers and managers |
| 3:00 PM | Break | All | 15 minutes |
| 3:15 PM | Tools and process | RevOps, deal desk, marketing | What changes the Monday after kickoff: CRM fields, approvals, Q1 programs |
| 4:15 PM | Day 2 wrap | Emcee | Awards night timing, dress code, and shuttle times |
| 4:30 PM | Free time | All | Award winners meet backstage at 5:30 PM for photos and a walk-through |
| 6:30 PM | Awards night reception | All attendees | Drinks before the program; winners seated near the aisle |
| 7:30 PM | Awards dinner and program | CRO, emcee, sales leaders | President’s Club and annual awards; keep the program under an hour |
| 9:00 PM | Celebration | All | Music and dessert; leaders model a sensible exit before Day 3 |
Day 3: Q1 Fast Start and out the door
Turn the energy into territory plans, then get everyone to their flights.
| Time | Session | Who | Notes |
|---|---|---|---|
| 7:00 AM | Breakfast and hotel checkout | All | Bags stored with the bell desk and tagged with shuttle times |
| 8:00 AM | Q1 Fast Start | CRO, sales leaders | The first 30 days: Q1 targets, launch plays, and any SPIFF |
| 8:45 AM | Territory and quota planning | AEs, managers, RevOps | Review territories, account lists, and quota letters; name each rep’s top accounts |
| 10:00 AM | Break | All | 15 minutes |
| 10:15 AM | Manager team time | Each first-line manager with their team | Agree Q1 pipeline goals, deal review dates, and first one-on-ones |
| 11:30 AM | Closing general session | CEO, CRO | 30 minutes: recap, the one thing to remember, and a send-off |
| 12:00 PM | Grab-and-go lunch | All | Boxed lunches at the exit and along the shuttle line |
| 12:30 PM | Departures | Event ops, travel desk | Airport shuttles every 30 minutes; book flights after 2:30 PM |