A successful Sales Kick-Off (SKO) sets the tone for the year ahead, motivating your sales team and aligning everyone on strategy and goals.

Whether your SKO is virtual, in-person, or hybrid, our SKO checklist template is designed to ensure no detail is overlooked, helping you plan an engaging and impactful event that your team will remember.

Why do you need an SKO checklist?

An SKO checklist is essential for sales enablement professionals because it ensures that no crucial details are overlooked during the planning and execution of a Sales Kick-Off event.

SKOs are pivotal for aligning the sales team on strategies, goals, and new initiatives, and a checklist helps manage the many moving parts, from securing engaging speakers to coordinating schedules and handling technical logistics.

It also ensures the event caters to diverse learning styles and fosters engagement, ultimately driving better retention of key messages. With a well-organized checklist, sales enablement professionals can mitigate risks, prepare for contingencies, and deliver a seamless, impactful event that energizes the sales force for the year ahead.

What's inside the SKO checklist template?

The SKO checklist provides a comprehensive guide for planning your Sales Kick-Off event. It covers all the critical components you need to ensure a smooth, engaging, and successful event.

Key areas include:

  • Creating a fun environment: Don’t forget to inject some fun into your SKO! Keep your team engaged with interactive activities, breakout rooms, and social events.
  • Open lines of communication: Ensure you can communicate with your speakers at all times, whether through earpieces for in-person events or online messaging for virtual settings.
  • Catering to different learning styles: Make sure your content and activities accommodate various learning styles, including hands-on sessions for those who learn by doing.
  • Thinking globally: Leverage virtual or hybrid events to bring in global speakers and fresh perspectives from around the world.
  • Having a contingency plan: Prepare for tech issues, last-minute cancellations, or schedule changes by having backup plans for every part of the event.

Download your SKO checklist

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sales kick-off (SKO) checklist
SKO checklist template
5 tips for SKO success checklist Sales kick-offs (SKOs) are a major event in the sales world - whether they’re virtual, hybrid, or in-person. Our Sales Enablement Landscape Report 2022 found that 72.2% of sales enablers were involved in running SKOs at least partially, so it’s a big responsibil…

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