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Templates

Project Kickoff Template

A kickoff template for aligning stakeholders, success criteria, timeline, and communication before project work begins.

Purpose

Why this template exists

Use this template to create a project brief that prevents misalignment before work starts moving.

When To Use

Best fit

  • A new project needs scope and stakeholder alignment
  • Delivery work involves multiple people or teams
  • You want a stable source document from kickoff onward
Instructions

How to use it

  1. Fill in goals, success criteria, and stakeholders first.
  2. Clarify owners, dependencies, and timing.
  3. Review risks and communication cadence before kickoff ends.
  4. Link the kickoff template to the project workspace and tasks.
Template Structure

Copyable template

1. Project Overview

Project Name:
[Name of project]

Goal:
[Main objective]

Success Criteria:
[How we measure success]


2. People & Process

Stakeholders:
[People who care about the outcome]

Owners:
[People doing the work]

Communication Cadence:
[How often we update and where]


3. Execution Details

Timeline:

  • Milestone 1: [Date]
  • Milestone 2: [Date]

Dependencies:

  • [What needs to happen first]

Risks:

  • [Potential roadblocks]
Example Usage

How it might look in practice

An agency can use this template to kick off a client website project by capturing approval owners, launch goals, deliverables, and the weekly update rhythm in one place.