Project Kickoff Meeting Notes

Free template

Notes for the first meeting of a new project

For project managers, team leads, and project sponsors

Free, no account required
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PROJECT KICKOFF

[Project Name]

Sponsor

[Name], [Title]

Project lead

[Name]

Meeting date

[Month DD, YYYY]

Start date

[Month DD, YYYY]

Target completion

[Month DD, YYYY]

Budget

$[Amount]

Attendees: [Name], [Name], [Name], [Name], [Name]

Background

[Two or three sentences: why the project exists, what problem it addresses, and what happens if it is not done.]

Objectives

#

Objective

How success is measured

1

[Objective]

[Measure and target, e.g. a number and a date]

2

[Objective]

[Measure and target]

3

[Objective]

[Measure and target]

Roles

Role

Name

Responsibilities

Sponsor

[Name]

[Approves scope, budget, and major changes]

Project lead

[Name]

[Runs the plan, reports status, manages risks]

[Role]

[Name]

[Responsibilities]

[Role]

[Name]

[Responsibilities]

Consulted

[Names or teams]

[Reviews deliverables in their area]

Scope

In scope

  • [Deliverable or activity]
  • [Deliverable or activity]
  • [Deliverable or activity]

Out of scope

  • [Item explicitly excluded]
  • [Item explicitly excluded]
  • [Item deferred to a later phase]

Assumptions and constraints: [Fixed dates, budget limits, required tools, or dependencies on other teams]

Milestones

Milestone

Deliverable

Target date

Owner

[Discovery complete]

[Deliverable]

[MM/DD/YYYY]

[Name]

[Design approved]

[Deliverable]

[MM/DD/YYYY]

[Name]

[Build complete]

[Deliverable]

[MM/DD/YYYY]

[Name]

[Launch]

[Deliverable]

[MM/DD/YYYY]

[Name]

Communication

Status updates: [Frequency, format, and audience]

Working meetings: [Day, time, and attendees]

Where files live: [Folder or link]

Unresolved questions

Question

Raised by

Owner

Answer by

[Question that needs an answer before work can proceed]

[Name]

[Name]

[MM/DD]

[Question]

[Name]

[Name]

[MM/DD]

[Question]

[Name]

[Name]

[MM/DD]

Next steps

Action

Owner

Due

[Action]

[Name]

[MM/DD]

[Action]

[Name]

[MM/DD]

[Action]

[Name]

[MM/DD]