Kickoff & Onboarding Plan

What it solves

A weak start means problems you only discover in week four. Start the project without delays: everyone knows the goal, their role, what's needed from them, and what happens in the first 15 days. A good kickoff prevents most of the problems you'd otherwise discover in week 4.

What is inside

• Welcome email (right after acceptance)
• Onboarding checklist
• Kickoff meeting: agenda and script (60 minutes)
• Project charter: the one-page agreement from the kickoff
• Kickoff summary email
• Working version with line-by-line guidance
• Filled example (fictional)
• Commercial language library
• Mistakes that slow projects down
• Pre-kickoff checklist
• Optional AI prompts

Files and formats

Word files (.docx, they open in Google Docs), PDF, a Notion-ready Markdown file and a one-page how-to-use PDF and a print-ready PDF of the client version.

• kickoff-onboarding-client.docx
  The version you send, in a neutral style with a [Your logo] placeholder.
• kickoff-onboarding-working.docx
  The same pieces with line-by-line guidance. For you only.
• kickoff-onboarding-playbook.docx
  Filled fictional examples, language library, mistakes, checklist, optional AI prompts.
• how-to-use.pdf
  One page: what the kit is for and how to use it.
• kickoff-onboarding.md
  The kit as Notion-ready Markdown.
• kickoff-onboarding-designed.pdf
  Print-ready PDF of the client version.

Who it is for

Independent consultants and boutique consultancies of 1 to 10 people.

What it is not

It is a set of templates and guidance. It is not a contract, not software and not a subscription. It is not legal, financial or HR advice. All names, companies and figures in the examples are fictional.

Next kit in the journey

E6 Monthly Executive Report. The output of this kit feeds the next one.

License