Project Kickoff Availability & Working Preferences
About this template
A project kickoff request template for aligning on meeting logistics and the working practices that will guide collaboration. It helps service businesses gather scheduling details, decision-making roles, communication and review preferences, project constraints, accessibility needs, and priority kickoff topics before the first meeting.
Who it’s for
- Consultants beginning a new client engagement
- Agencies preparing to launch a client project
- Professional service teams coordinating project stakeholders
- Account managers establishing communication and review routines
When to use it
- After a project is confirmed and before scheduling the kickoff meeting
- When several client stakeholders need to participate in project decisions
- Before setting update schedules, review cycles, and collaboration tools
- When deadlines, dependencies, or accessibility needs may affect project planning
Customization tips
- Add your standard kickoff duration options if meeting lengths are fixed.
- Include links to your preferred project-management platform or shared workspace.
- Add questions about required approvals or procurement steps for larger engagements.
- Tailor collaboration options to the tools your team actively supports.
Preview the template
About Sydnee RequestsInteractive preview — your clients fill this out in their portal on your domain.
Assigned toYour client
Project Kickoff Availability & Working Preferences
Kickoff scheduling
Share the timing and format that work best for your team.
Please include a few possible days and time windows for the next two weeks.
We'll use this time zone for the kickoff invitation and future meeting planning.
Choose the format that will make it easiest for the right people to participate.
Enter the preferred meeting length in minutes.
Your kickoff team
Let us know who should be involved and how decisions will be made.
Please share each attendee's name and role so we can plan the conversation appropriately.
Tell us who provides input, who has final decision-making authority, and how your team prefers to reach decisions.
Include their role and the type of input or review they will provide.
How we'll work together
Help us shape communication, collaboration, and review around your team's preferences.
Select all that you would be comfortable using for the work we're planning.
We can adjust this as the project progresses if needed.
Choose the approach that best matches how your team gives feedback.
Share any preferences for consolidating feedback, review turnaround, or preferred tools.
Planning notes
Flag anything we should account for before we meet.
Include timing, internal processes, outside partners, or other factors that could affect the work.
We'll use this information to make participation comfortable and accessible for everyone.
Your input will help us build a useful kickoff agenda.
