Meeting Minutes

Project Kickoff Meeting

Alignment on execution plan, communication model, deliverables, review cycles, and implementation approach.

Project
Unite Technologies Financial Services
Date
23.06.2026
Point of Contact
Sowjanya
Meeting Type
Kickoff
SECTION 1

Meeting Objective

The purpose of this kickoff meeting was to align all stakeholders on the project execution plan, communication model, deliverables, review cycles, and implementation approach.

SECTION 2

Project Execution Approach

The project will be executed in a phased manner to ensure proper validation and stakeholder approvals before proceeding to subsequent stages.

Phase 1 — UI/UX Design

  • UI/UX design will be the first activity.
  • Design team will prepare an initial sample design/mockup.
  • Sample screens will be presented for stakeholder review.
  • Feedback will be collected and incorporated.
  • Design approval is mandatory before proceeding to the next phase.

Phase 2 — Complete Frontend Development

  • Upon approval of the sample design, the complete application UI will be designed.
  • All application screens and workflows will be implemented.
  • Frontend development will be completed and demonstrated.
  • UI consistency, responsiveness, and UX validation will be performed.

Phase 3 — Backend Development & Integration

  • Backend implementation will begin only after frontend completion and approval.
  • APIs, database design, business logic, workflows, and integrations will be developed.
  • Frontend and backend integration activities will be performed.
  • End-to-end functionality testing will be conducted.

Phase 4 — Deployment & UAT

  • Application deployment will be carried out in the designated environment.
  • User Acceptance Testing (UAT) will be conducted.
  • Defects and enhancement requests identified during UAT will be addressed.
  • Final production deployment will be planned after UAT sign-off.
SECTION 3

Communication & Governance

Primary Coordinator

Sowjanya
  • Requirement clarifications
  • Meeting coordination
  • Feedback consolidation
  • Stakeholder communication
  • Progress tracking

Review Meetings

Alternate days
  • Progress updates
  • Blockers and risks
  • Action items review
  • Design & dev demonstrations

Demo Schedule

Alternate days
  • Stakeholders review completed work
  • Feedback gathered each cycle
  • Incorporated into next iteration
SECTION 4

Key Deliverables

Design

  • Wireframes
  • UI Mockups
  • Design System
  • Color Theme & Branding Guidelines
  • Responsive Design Layouts

Frontend

  • Complete User Interface Implementation
  • Responsive Web Application
  • Navigation & Workflow Screens
  • Form Validations
  • Dashboard & Reporting Screens

Backend

  • Database Design
  • API Development
  • Authentication & Authorization
  • Business Logic Implementation
  • Integration Services

Deployment

  • Staging Environment Deployment
  • UAT Deployment
  • Production Deployment Support
  • Technical Documentation
SECTION 5

Agreed Workflow

  1. 01Requirement Gathering
  2. 02Sample UI Design
  3. 03Stakeholder Review & Approval
  4. 04Complete UI/Frontend Development
  5. 05Frontend Review & Sign-off
  6. 06Backend Development
  7. 07API & Integration Testing
  8. 08UAT
  9. 09Deployment
  10. 10Go-Live
SECTION 6

Action Items

#Action ItemOwnerTarget Date
1Prepare sample UI designDesign TeamTBD
2Review sample design and provide feedbackStakeholdersTBD
3Finalize approved UI frameworkProject TeamTBD
4Complete frontend implementationDevelopment TeamTBD
5Conduct frontend demo and obtain approvalProject TeamTBD
6Begin backend developmentBackend TeamTBD
7Complete integrations and testingDevelopment TeamTBD
8Deploy application to staging/UAT environmentDevOps TeamTBD
SECTION 7

Decisions Taken

  • UI/UX design will be completed before starting backend development.
  • A sample design will be prepared and approved before full-scale implementation.
  • Complete frontend implementation will be delivered prior to backend integration activities.
  • Alternate-day review meetings will be conducted throughout the project lifecycle.
  • Alternate-day demos will be organized to showcase progress and gather feedback.
  • Sowjanya will act as the single point of contact for all project communications and coordination.
  • Deployment activities will commence after successful frontend completion, backend integration, testing, and stakeholder approvals.
Next Meeting

Design Review Meeting

Agenda
Review and approve initial sample UI design
Coordinator
Sowjanya
Schedule
Alternate-day review cycle