Use this when
A proposal and contract are accepted and you are preparing to begin delivery with a new client or stakeholder group.
Commercial readiness
Confirm the engagement is approved and the payment path is usable before scheduling work.
- Accepted proposal and signed agreement
- Deposit invoice issued or payment condition satisfied
- Correct billing contact, currency, tax information, and purchase-order process
People and communication
Identify who decides, who supplies inputs, and where formal decisions will be recorded.
- Project sponsor, day-to-day contact, approver, and billing contact
- Meeting rhythm and response-time expectations
- Approved communication and file-sharing channels
Inputs and access
Request only the access needed and use secure sharing methods for credentials or sensitive files.
- Brand, content, data, technical, and compliance inputs
- Named systems and least-privilege access
- Input owners and due dates
Kickoff record
End kickoff with a written record of decisions, immediate actions, and the next approval point.
- Confirmed objective, scope, exclusions, and milestone dates
- Open questions, risks, dependencies, and owners
- Next deliverable, review date, and acceptance method
Adaptable sample language
Primary approver: [name and role]
Billing contact and purchase-order requirement: [details]
Client inputs due before work begins: [items, owners, dates]
First review point: [deliverable, date, and decision required]
Check before using
- Do not request passwords through ordinary email.
- Do not begin material work before commercial start conditions are satisfied.
- Record changes to the agreed contact, scope, or payment process.
Continue the workflow