Offsiteio · Templates
Sales kickoff agenda template (SKO agenda for 1, 2 or 3 days)
SKO agendas that balance strategy, skills and celebration: a 1-day and a 2-day version with session goals and owners, plus the planning checklist revenue ops needs.
A sales kickoff (SKO) agenda sets the year for the revenue team: where the company is going, what is changing in the plan, the skills reps need to hit their number and a moment to celebrate last year. Strong SKO agendas keep keynotes short, put most of the time into practice and role plays, and finish with clear next steps per team. Below are free 1-day and 2-day sales kickoff agenda templates and a pre-SKO checklist.
Sales kickoff agenda template
Built for a revenue team of 20 to 150 people: sales, customer success, solutions and revenue operations.
1. 1-day SKO agenda
| Time | Session | Goal | Format | Owner |
|---|---|---|---|---|
| 08:00 | Breakfast and registration | Arrival | Informal | Ops |
| 09:00 | Opening keynote | The year's story and the number | CEO and CRO, 30 minutes total | CRO |
| 09:30 | What's new | Product, pricing and packaging changes | Short demo plus Q&A | Product lead |
| 10:30 | Break | n/a | n/a | n/a |
| 10:45 | Customer story | Why customers buy and stay | Live customer interview | CS lead |
| 11:30 | Skills block 1 | Discovery or new messaging | Role plays in groups of four | Enablement |
| 12:30 | Lunch | n/a | n/a | n/a |
| 13:30 | Skills block 2 | Objection handling or deal reviews | Role plays, peer scoring | Enablement |
| 15:00 | Break | n/a | n/a | n/a |
| 15:15 | Team breakouts | Territory, quota and account plans | By segment or region | Sales managers |
| 16:30 | Close | Three things to do this month | CRO wrap-up | CRO |
| 19:00 | Awards dinner | Celebrate last year | Dinner and short awards | CRO |
2. 2-day SKO agenda
| Day | Time | Session | Goal | Owner |
|---|---|---|---|---|
| Day 1 | 12:00 | Arrive, lunch | n/a | Ops |
| Day 1 | 13:30 | Opening keynote | Strategy, the number, what changes | CEO and CRO |
| Day 1 | 14:30 | Product and roadmap | What's new and how to sell it | Product lead |
| Day 1 | 16:00 | Customer panel | Buying reasons in customers' words | CS lead |
| Day 1 | 17:00 | Free time | Rest | n/a |
| Day 1 | 19:00 | Awards dinner | Recognition | CRO |
| Day 2 | 08:30 | Skills block 1 | Messaging and discovery practice | Enablement |
| Day 2 | 10:30 | Skills block 2 | Objection handling, negotiation | Enablement |
| Day 2 | 12:00 | Lunch | n/a | n/a |
| Day 2 | 13:00 | Team breakouts | Territory and account plans | Managers |
| Day 2 | 14:30 | Team activity | Cross-team connection | Ops |
| Day 2 | 16:30 | Close | Commitments per team | CRO |
3. Pre-SKO planning checklist
Content
- Theme and the three messages every rep should repeat by the end
- Speaker list, slot lengths and slide deadlines
- Role-play scenarios and scoring sheets prepared by enablement
- Awards categories and winners confirmed with finance and HR
Logistics
- Venue with a plenary room for everyone and enough breakout rooms
- Travel and room block agreed; arrival day avoids month-end close
- Registration form with dietary, accessibility and travel details
After
- Post-SKO survey ready to send within two days
- Recording or recap for anyone who couldn't attend
Opens in Google Sheets, Excel, Notion or Google Docs. Paste the Markdown into Notion or a doc, or import the CSV into a sheet.
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How to use this SKO agenda template
- Decide the three messages every rep should be able to repeat at the end. Every session should serve at least one of them.
- Choose the 1-day version for a regional or budget SKO and the 2-day version when the team travels.
- Cap keynotes at 30 minutes and move updates into short pre-recorded videos where possible.
- Give enablement the largest blocks. Practice changes behavior; slides don't.
- Put the awards dinner on the first night so the energy carries into day 2.
- Close with written commitments per team and follow up with a post-event survey.
Example: a 2-day SKO for 60 people in Miami
An illustrative kickoff for a 60-person revenue team at one resort hotel in Miami in January, when the weather does part of the selling.
| Block | Session | Detail |
|---|---|---|
| Day 1, 13:30 | Keynote | CEO 15 minutes, CRO 15 minutes; one slide with the number |
| Day 1, 16:00 | Customer panel | Two customers by video, one in person; moderated by the head of CS |
| Day 1, 19:00 | Awards dinner | Private terrace; five awards, two minutes each |
| Day 2, morning | Role plays | Groups of four rotate through three scenarios with peer scoring |
| Day 2, 14:30 | Team activity | Boat outing mixing sales, CS and solutions engineers |
Common SKO agenda mistakes
- Too many keynotes. Every executive wants a slot; the audience wants practice and time with peers.
- Training without practice. A talk about objection handling doesn't change how reps handle objections.
- Timing it on month-end or quarter-end. Reps will be on their phones closing deals.
- No follow-up. Without team commitments and a check-in, the energy fades in a few weeks.
- Logistics owned by revenue ops alongside their day job. Planning travel and venues for a large team is a job in itself.
More on planning a kickoff: sales kickoff planning and what SKO means.
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FAQ
What is a sales kickoff agenda?
It is the schedule for a sales kickoff (SKO), the event at the start of a fiscal year or half where the revenue team aligns on strategy and targets, learns what is new, practices skills and celebrates results.
What should be included in an SKO agenda?
A short opening keynote, product and pricing updates, a customer story, skills practice in small groups, team breakouts for territory and account plans, an awards moment and a close with clear commitments.
How long should a sales kickoff be?
One day works for regional teams or tight budgets. Two days is common when the team travels, with an awards dinner on the first night. Three days suits large global teams with many tracks.
When should a sales kickoff happen?
In the first weeks of the new fiscal year or half, avoiding month-end and quarter-end. Book the venue several months ahead, because January dates fill quickly.
How do you make an SKO engaging?
Keep keynotes short, use real customers, give most of the time to role plays and peer practice, mix teams in activities and celebrate wins with specific stories rather than long award lists.
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