TACTIXProcess templates
Project Kick-off Process Template
Most projects slip because scope was never made clear at the start. This template orders the kick-off steps from sponsor approval to a published work plan.
Free. Lanes, steps and approvers come ready; you can change everything.
Process flow
Each row is a role (swimlane); steps run left to right.
| Sponsor | 2 · DecisionApprove budget and resources | |||||
|---|---|---|---|---|---|---|
| Project manager | 1 · StartWrite goal and scope | 3 · StepForm the team | 4 · StepKick-off meeting | 6 · EndPublish the plan | ||
| Team | 5 · StepDraft the work plan |
Step by step
Write goal and scope
Approve budget and resources
- Approved → Step 3: Form the team
- Revise → Step 1: Write goal and scope
Form the team
Kick-off meeting
- Roles agreed
- Timeline shared
Draft the work plan
Publish the plan
Who does what? (RACI summary)
R: responsible · A: approves
| Step | Sponsor | Project manager | Team |
|---|---|---|---|
| Write goal and scope | R | ||
| Approve budget and resources | R | ||
| Form the team | R | ||
| Kick-off meeting | R | ||
| Draft the work plan | A | R | |
| Publish the plan | R |
When to use it
- You are starting a new project
- Roles and timeline are unclear
- You need the sponsor's approval on record
Tips
- Make roles and timeline checks in the kick-off meeting.
- Link the work-plan step to goals (OKRs).
- Route the revise path back to the scope step.
More process templates
Run the process with your team on one map
Open the template, give each step an owner and a date, and send it to your field team as step-by-step instructions and QR labels.