Client kickoff

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nora.patelSmall Works Studio

🎯 What does done look like?

Define one deliverable and a checkable result. Example: the client can edit and publish a service page without code.

Deliverable, intended user, task, and acceptance check

⏱️ Kickoff agenda

First five minutes: Confirm the outcome and the person who approves it.
Next ten minutes: Walk through deliverables, exclusions, dependencies, and examples of acceptable work.
Next ten minutes: Agree review dates, where feedback goes, and who supplies each missing input.
Final five minutes: Read back decisions, owners, and the next check-in date.

Decision owner and next check-in date

Each missing input: owner, needed-by date, and consequence of delay

📝 Scope

For each deliverable, record what is included, what is excluded, and the evidence needed for acceptance. Example: two page-layout concepts and one selected revision are included; ongoing content writing is excluded; the decision owner approves the selected concept before implementation.

Deliverables, inclusions, exclusions, and acceptance evidence

How new requests will be reviewed before work starts

✅ Handover

Handover evidence

Accepted deliverables listed

Client can use the agreed workflow

Ownership and access reviewed

Open issues have owners and dates

Support period and contact confirmed

🔒 Personal working notes; this checklist does not replace a services agreement.

Use template

Comments

Created by

nora.patelSmall Works Studio

Client kickoff

🎯 What does done look like? #

⏱️ Kickoff agenda #

📝 Scope #

✅ Handover #

🎯 What does done look like?

⏱️ Kickoff agenda

📝 Scope

✅ Handover