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Project Kickoff Charter for IT Consultants

The founding document you agree with a client at the start of an engagement, setting out the objectives, who does what, how decisions are made, and when the milestones fall.

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What this template covers

  1. 1

    Project Overview

    The purpose, the background, and what success looks like.

  2. 2

    Objectives & Success Criteria

    Each objective and how it will be measured.

  3. 3

    Scope Summary

    A short in-scope and out-of-scope summary, with the detail left to the SOW.

  4. 4

    Team & Roles

    Everyone on both teams, their organisation, role, and responsibilities.

  5. 5

    Governance & Decision Making

    Who decides what, the escalation path, and how blockers are resolved.

  6. 6

    Communication Plan

    Each meeting and report, how often it happens, who attends, and its format.

  7. 7

    Milestone Plan

    Milestones with target dates, owners, and dependencies.

  8. 8

    Risks & Issues Register

    Known risks and issues, rated, with an owner and mitigation for each.

  9. 9

    Approval & Sign-off

    Name, title, and date lines for both the consultancy and the client.

Example Project Kickoff Charter

Generated by PropellaDocs AI from a real project brief. Review all terms before sending to clients.

A project kickoff charter for Brightwell Healthcare's patient portal, drafted by PropellaDocs and open in the editor
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How to use this template

  1. 1

    Pick your template

    Choose from proposals, SOWs, and more, all structured for IT consulting engagements.

  2. 2

    Complete your brief

    Add project details, client context, and scope. The more context, the more specific the output.

  3. 3

    Generate and refine

    Review the AI draft section by section. Regenerate anything that needs work and edit inline.

  4. 4

    Export and deliver

    Send professional PDF or DOCX exports with your branding, or share a link directly with clients.

Project Kickoff Charter questions

A kickoff charter is the founding document of a project engagement. It records what the project is trying to achieve, who is responsible for what, how decisions will be made, and the high-level plan. Both parties sign it, giving everyone a shared reference point for the life of the engagement.

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