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Client Kickoff and Expectation-Setting Template.

Set the client expectations explicitly at the start, so the experience through delivery matches what they understand.

Part A: Kickoff agenda

Confirm scope and deliverables (from the Sold-Scope Capture). Confirm timeline and milestones. State how and how often you will communicate, and who the point of contact is. State what is expected of the client, their responsibilities and inputs.

Part B: Scope stated in the open

Naming what is and is not in scope, in the client hearing, is what prevents the "but I thought this was included" dispute later.

In scope (stated to the client)	Out of scope (stated to the client)

Part C: Capture

Field	Entry
Attendees / date
Points agreed
Client responsibilities
Single point of contact

Carry the communication commitments made here into the Client Communication Plan. Save or print my copy

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