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1. Project Kickof Template
Name of Project
Date

2. Agenda
•
Project Overview
o Business Problem Statement /Goals & Objectves
•
Scope (in/out)
•
Project Structure: Roles & Responsibilites
•
Project Timeline: Key Milestones
•
Project Risks: Assumptons, Concerns, Blockers, Dependencies
•
Project Budget (If Known)
•
Project Logistcs: Communicaton & Documentaton
•
Next Steps
•
Appendix
o Project Manager Responsibilites
o Project Team Responsibilites

3. Project Overview: Business Problem Statement
I am… Who is the
customer/sponsor/business owner
Describe customer and atributes
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 objectves.
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

4. Project Scope: In/Out of Scope
What is in scope
1.
2.
What is out of scope
1.
2.

5. Project Structure: Roles & Responsibilites
Name Role RACI* Responsibility
*RACI: R= Responsible, A=Accountable, C=Consult, I=Inform

6. Project Timeline: Key Milestones & Dates
Project Task/Milestone/Deliverable Descripton Due Date (if known)

7. Project Risks: Assumptons, Concerns, Blockers, Dependencies
Name of Assumpton, Concern, Blocker, or Dependency Mitgaton Step
Note: include any hard deadlines, and constraints re budget, regulatons, equipment, resources/personnel, technology, etc.

8. Project Budget (if known)
Budget Item One Time or Recurring? Amount
Resources $
Sofware $
Hardware $
Licenses $
Materials $
Other $
TOTAL $

9. Project Logistcs: Communicaton & Documentaton
We will meet regularly… Cadence/schedule of recurring meetng and preferred method (in person/Zoom)
Our project materials will be located…. Dropbox/Google Drive/Shared drive locaton here
Communicaton channels are… Slack, email lists, etc. here
Project updates will be sent… Capture when projects updates will be sent
Additonal info… Additonal project info here

10. Next Steps
1. Next meetng
2. Acton items from kickof meetng

11. Appendix

12. Project Structure: Project Manager Responsibilites
o
Communicate project goals and objectves
o
Plan/direct acton plans
o
Manage the overall project schedule and deliverables
o
Track and control project progress and communicate
variances
o
Develop/track acton plans for issues, risks, changes,
etc.
o
Defne and approve project changes
o
Point of contact for team members
o
Conduct status meetngs and communicate status
reports

13. Project Structure: Project Team Responsibilites
o
Contribute to the project deliverables and documents
o
Review relevant project documentaton
o
Assist in determining estmates for detailed project
plan, work, tasks
o
Complete work on tme and with high quality
o
Atend team meetngs
o
Report progress
o
Report issues and risks
o
Help resolve issues and mitgate risks