Work Sample Collection Workflow
Estimated Time: 3-5 days (end to end) Difficulty: Medium Team Size: 2-4 (hiring manager, reviewers) A structured hiring...
6 steps
1 fields
Professional Services Management Consulting samples
Consulting Project Kickoff
Launch consulting engagements the right way - with clear scope, the right people, and a plan everyone actually understands. This template walks you through stakeholder mapping, scope confirmation, and setting up governance before the real work begins. Getting this wrong means scope creep. Getting it right means happy clients.
7 steps 3 automations
Process steps
1
Prepare for kickoff
1 day from previous step
Form fields in this step
Contract and SOW reviewed? *
Engagement type *
Budget and timeline confirmed? *
Key notes from pre-sales conversations *
2
Map the stakeholders
1 day from previous step
Form fields in this step
Executive sponsor name and role *
Day-to-day project contact *
Other key stakeholders to keep informed *
Anyone who might resist or block the project?
3
Confirm the scope
1 day from previous step
Form fields in this step
Scope walkthrough completed with client? *
Items explicitly out of scope *
Key assumptions documented *
How will success be measured? *
4
Allocate resources
1 day from previous step
Form fields in this step
Project lead from our team *
Team members assigned *
Client resources committed *
Systems/data access required from client *
5
Set up communication plan
1 day from previous step
Form fields in this step
Status meeting frequency *
Status report format *
Primary communication channel *
6
Establish governance structure
1 day from previous step
Form fields in this step
Who has final decision authority? *
How will scope changes be handled? *
Escalation path for issues *
7
Assess project risks
1 day from previous step
Form fields in this step
Top 3 risks to project success *
Critical client dependencies *
Mitigation plans for identified risks *
Contingency if timeline slips? *
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