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Project Kickoff & Job Bag Setup Form

Project Kickoff & Job Bag Setup Form

A project kickoff and job bag setup template — open a new job, capture the brief, budget and team, and get everyone aligned before work starts.

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Description

Every project needs a clean start — a job number, a budget, a team and a shared understanding of what you’re making. This project kickoff and job bag setup template opens a new piece of work properly, so time and costs track from day one and nothing’s assumed.

It captures the client, project name and type of work, a clear brief on what you’re making and why, the budget band and approved budget, and kickoff and delivery dates. It names the account lead and client contact, records which teams are involved, and confirms whether a signed SOW or PO is in place with the reference.

Built for agencies and studios that run multiple client jobs. Use it to open job bags consistently, get the team briefed, and keep every project trackable from the outset. Customize the work types and fields, add your branding, and embed it internally or share a link in minutes.

Form fields

Everything the Project Kickoff & Job Bag Setup Form above collects — 15 fields across 2 pages, so you can see exactly what it captures before you make it your own.

Kick Off a New Job

Client name
Short Answer
Project / campaign name
Short Answer
Type of work
Dropdown
What are we making, and why?
Long Answer
Budget band
Dropdown
Approved budget (£, if known)
Number
Kickoff date
Date
Target delivery date
Date

Team & Setup

Account lead
Short Answer
Client contact & email
Short Answer
Which teams are involved?
Multi-Select
Is there a signed SOW or PO in place?
Yes/No
If yes, the reference number
Short Answer
Set up by
Name
Email address
Email

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Template FAQs

Common questions about the Project Kickoff & Job Bag Setup Form — what it captures, when to use it, and how to make it your own.

What is a project kickoff form?

A project kickoff form opens a new piece of work — creating a job number, capturing the brief, budget, team and timings — so time and costs track correctly and everyone starts from the same understanding.

What should a job bag setup form include?

The client and project, type of work, a brief on what you’re making and why, the budget, kickoff and delivery dates, the account lead and client contact, the teams involved and any SOW or PO reference.

Why open one job bag per project?

So time, costs and profitability track cleanly against each piece of work. Mixing separate projects under one job number makes reporting and billing a mess, and hides which work is actually making money — one job bag per project keeps the numbers honest.

Should kickoff confirm a signed SOW or PO?

Yes — starting billable work without a signed statement of work or purchase order is one of the most common ways agencies end up unpaid. The form flags whether one’s in place and captures the reference, so nobody kicks off a job on a handshake alone.

Who completes the project kickoff form?

Usually the account or project lead setting up the job, who briefs the wider team from it. It also doubles as the record of what was agreed at the start — handy weeks later when someone asks what the budget, scope or timeline originally was.

Is this kickoff template free to use?

Yes. Edit the work types and fields to match how you run jobs, restyle it, and embed it internally or share a link in minutes. No coding needed — just a free Fun Forms account to collect responses.

Make a free Fun Form

No credit card
Unlimited forms
Unlimited results

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