Practical resources for project & business professionals
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Business and client workflows

Client Kickoff & Scope Clarity Kit

Capture a clear starting point before project work begins. Internal planning aids; these forms are not contracts.

Client Kickoff & Scope Clarity Kit cover

What’s inside

Discovery notes

Record what was said, attribute decisions and leave unknowns visible.

  • Project / date / participants
  • Problem to solve and current process
  • Desired outcome and evidence of success
  • Constraints, dependencies and unanswered questions

Scope boundaries

Use specific outputs. Confirm the scope through your normal contracting process before making commitments.

  • Deliverables included
  • Work explicitly excluded
  • Inputs the client must provide / due dates
  • Decision owner and acceptance criteria

Kickoff agenda

Keep one accountable owner per action. Distinguish a proposal from an approved decision.

  • Objective / meeting date
  • Topics and time allocation
  • Decisions required / decision makers
  • Actions, owners and next review

Change request record

Do not treat a request as approval. Record the decision before changing the agreed work.

  • Request ID / date / requester
  • Requested change and reason
  • Estimated schedule / effort effects and assumptions
  • Decision / approver / date / evidence

A worked example

Fictional example: Maple Design is asked to refresh a brochure. Scope includes six pages and two review rounds; printing is excluded. The client supplies approved text by October 8. A later request for four extra pages is recorded as CR-01, with effort and schedule effects pending review. The original scope stays in force until the decision owner approves the change.

Fits your workflow when…

You need a consistent place to record references, responsibility and follow-up. Keep using any forms mandated by your project; these worksheets supplement your process.

Format and requirements

ZIP download containing START-HERE.html, README.txt and LICENSE.txt. Current desktop browser with JavaScript enabled. No installation or internet required after download. No Excel, Word or pre-made PDF file included. Print to PDF using your browser.