Project Kickoff Template
Get everyone aligned from the start and manage projects with ease with the Project Kickoff Meeting template.
About the Project Kickoff Meeting Template
The project kickoff meeting template makes it easier for project managers to align teams from the start of the project, clearly defining expectations and next steps so the project runs smoothly and efficiently. This template is also perfect for creating a project manifesto, where everyone involved can see the project objectives, core values, and ways of working at any time.
What is the project kickoff meeting template?
The project kickoff meeting template contains seven steps or activities to run a project kickoff meeting successfully:
Intro to project + meeting hosts
Icebreaker activity
Goals and topics for the meeting
Project RACI
Questions and answers
Project planning board
Summary of action items + next steps
It’s similar to a project kickoff meeting checklist, where you will define all the necessary steps to execute your project and align with your team or project participants on roles and responsibilities and the best ways of working together and communicating with each other.
The project kickoff meeting template also works as a source of truth, which you can always consult and go back to when searching for information or guidance on your project.
Who is the project kickoff meeting template for?
This template is suited for project managers to help kick off new initiatives, but any stakeholder involved in a project can also use it. This template is also very suitable for cross-functional teams starting new projects since it organizes the project's goals, RACI, and each participant’s next steps in one shared space.
How to use the project kickoff meeting template:
This template is a framework containing seven activities (or frames) so you can lead project meetings smoothly and efficiently. Follow the steps below to use the template to run a project kickoff meeting:
Intro to project + meeting hosts: this is where you introduce not only the project but yourself and whoever manages the project with you. It’s a great opportunity to explain your role and how people can reach out to you.
Icebreaker activity: the icebreaker ‘One Word about Collaboration’ gets everyone participating and shows how people in the project can best collaborate together.
Goals and topics: here is the space to add the project goals, what you are doing in the kickoff, and any reference material or content you find useful for your project and team to consult later on.
Project RACI: one of the most important steps, RACI (Roles, Accountable, Consulted, Informed), defines who is responsible for what and how. It helps teams to stay aligned and communicate more effectively with the right stakeholders.
Questions and answers: open space for questions and be an active listener. Note what are your team's pain points and try to address critical issues. It’s crucial that no doubts, at least at this stage, go unanswered.
Project planning board: this is where the work begins! With this project planning board, you can list all the necessary things for the project to happen, from teams and actions to dependencies and risks. Invite your team to add their thoughts on it and co-create your project plan together.
Summary of action items + next steps: to sum up your meeting and come up with a project kickoff checklist, add a timeline with the following steps and any other resource that might be useful to start the project.
Miro’s infinite canvas allows you to run a project kickoff meeting freely, without any data constraints, as you can add as many resources and files as you need. As a living document, your project kickoff board can easily be accessed by teammates and updated at any time.
What should a project kickoff meeting include?
You should include anything needed to guide people through the project. Establishing the main project's goals and RACI makes it easier for everyone to understand their role and what they should be doing. The project kickoff meeting is also for you to define how to start executing the project, and as a best practice, create a project kickoff checklist at the end of this meeting and schedule a follow-up session to track the project's progress.
Who should attend a project kickoff meeting?
At the project kickoff meeting, it’s important to invite everyone involved. That not only includes people from different teams you'll work with but also the main stakeholders. If you're not sure whether to invite someone, reach out to them ahead of the meeting. It's always better to make sure than to accidentally leave people out of the loop. Once you're all at the meeting, use the RACI exercise to define roles and responsibilities to get everyone on the same from day one.
Get started with this template right now.
Status Report Template
Works best for:
Project Management, Documentation, Strategic Planning
A status report provides a snapshot of how something is going at a given time. You can provide a status report for a project, a team, or a situation, as long as it emphasizes and maps out a project’s chain of events. If you’re a project manager, you can use this report to keep historical records of project timelines. Ideally, any project stakeholder should be able to look at a status report and answer the question, “Where are we, and how did we get here?” Use this template as a starting point to summarize how something is progressing against a projected plan or outcome.
Funding Tracker Template
Works best for:
Kanban Boards, Operations
For many organizations, especially non-profits, funding is their lifeblood—and meeting fundraising goals is a crucial part of carrying out their mission. A funding tracker gives them a powerful, easy-to-use tool for measuring their progress and staying on course. And beyond helping you visualize milestones, this template will give you an effective way to inspire the public to donate, and help you keep track of those donors. It’s especially useful when you have multiple donations coming from a variety of sources.
Likert Scale Template
Works best for:
Desk Research, Decision Making, Product Management
It’s not always easy to measure complex, highly subjective data — like how people feel about your product, service, or experience. But the Likert scale is designed to help you do it. This scale allows your existing or potential customers to respond to a statement or question with a range of phrases or numbers (e.g., from “strongly agree” to “neutral,” to “strongly disagree,” or from 1 to 5). The goal is to ask your customer some specific questions to turn into easy-to-interpret actionable user insights.
Project Canvas Template
Works best for:
Project Management, Documentation, Project Planning
A project canvas is a management tool that helps you summarize, visualize, and share all necessary information about your project. It can be used by all team members—from facilitators to project management professionals—at every stage of project development. The project canvas template allows you to keep all stakeholders in the project development process in the loop. By using a single platform for all project-related discussions, you can build a clear project overview and improve collaboration.
Project Proposal Template
Works best for:
Project Management, Documentation, Project Planning
For any type of project, the Project Proposal template can be a crucial step toward clarifying the context, goals, and scope of a project to get stakeholder buy-in. A project proposal outlines what you want to accomplish, your goals, and how you plan to achieve them. Generally, a project proposal gives the reader some context on the project, explains why it is important, and lists the actions that you will take to complete it. Project proposals have myriad uses. Often, businesses use project proposals to get external buy-in from a donor or outside stakeholder. But many companies draw up project proposals for internal buy-in too.
Monthly Planner Template
Works best for:
Operations, Strategic Planning, Project Planning
To knock out every task and accomplish every goal for the month, it helps to take a big picture, 10,000 foot view of things—meaning a 30-day view. That’s why a monthly calendar can come in so handy, especially on bigger projects. Use our template to create a visual representation that helps you track and space out every deadline and to-do, both for individuals and full teams. You’ll even be able to customize it your way, with images, video, and sticky notes.