Project Kickoff Guidelines and Templates
Comprehensive project kickoff guidelines and templates encompassing agenda, project overview, scope, structure, timeline, risks, budget, and more for effective project management and communication.
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Presentation Transcript
Project Kickoff Template Name of Project Date
Agenda Project Overview o Business Problem Statement /Goals & Objectives Scope (in/out) Project Structure: Roles & Responsibilities Project Timeline: Key Milestones Project Risks: Assumptions, Concerns, Blockers, Dependencies Project Budget (If Known) Project Logistics: Communication & Documentation Next Steps Appendix o Project Manager Responsibilities o Project Team Responsibilities
Project Overview: Business Problem Statement I am Who is the customer/sponsor/business owner Describe customer and attributes Trying to What is the customer/sponsor/business owner trying to achieve? List what customer/sponsor/business owner would like to achieve. Describe the high-level goals of the project and how they relate to overall business objectives. But . What are the barriers/blockers? List the barriers or blockers Because What is the problem the customer is trying to solve? List the problem/root cause And know we will be successful when How will the customer know that the project is a success List success criteria here
Project Scope: In/Out of Scope What is in scope What is out of scope 1. 1. 2. 2.
Project Structure: Roles & Responsibilities Name Role RACI* Responsibility *RACI: R= Responsible, A=Accountable, C=Consult, I=Inform
Project Timeline: Key Milestones & Dates Project Task/Milestone/Deliverable Description Due Date (if known)
Project Risks: Assumptions, Concerns, Blockers, Dependencies Name of Assumption, Concern, Blocker, or Dependency Mitigation Step Note: include any hard deadlines, and constraints re budget, regulations, equipment, resources/personnel, technology, etc.
Project Budget (if known) Budget Item One Time or Recurring? Amount Resources $ Software $ Hardware $ Licenses $ Materials $ Other $ TOTAL $
Project Logistics: Communication & Documentation We will meet regularly Cadence/schedule of recurring meeting and preferred method (in person/Zoom) Our project materials will be located . Dropbox/Google Drive/Shared drive location here Communication channels are Slack, email lists, etc. here Project updates will be sent Capture when projects updates will be sent Additional info Additional project info here
Next Steps 1. Next meeting 2. Action items from kickoff meeting
Project Structure: Project Manager Responsibilities o Communicate project goals and objectives o Plan/direct action plans o Manage the overall project schedule and deliverables o Track and control project progress and communicate variances o Develop/track action plans for issues, risks, changes, etc. o Define and approve project changes o Point of contact for team members o Conduct status meetings and communicate status reports
Project Structure: Project Team Responsibilities o Contribute to the project deliverables and documents o Review relevant project documentation o Assist in determining estimates for detailed project plan, work, tasks o Complete work on time and with high quality o Attend team meetings o Report progress o Report issues and risks o Help resolve issues and mitigate risks
