Templates / Consulting

Free, and not counted as a creation. You get your own copy to edit, in any theme.

When to use it

Use it in the first meeting of a project, so everyone leaves agreeing on goals, scope, plan and who does what.

How to use it

1. Make your own copy. It opens in the editor, where you can change the theme and edit anything.
2. Fill in the fields below, and answer the question each slide asks with your own content and numbers.
3. Download it as an editable PowerPoint file, or as a PDF. The file is reopened and checked before it is offered.

Slide by slide

1. [project] kick-off [company] and [client] · [date]
2. Why we are here What will be different for [client] when this project ends?
3. What is in and out of scope In scope, Out of scope
4. The plan
5. Who does what [sponsor], [lead name], Client team
6. How we will work When and how do we meet? Where do documents live? How are issues raised and decided?
7. Next steps What we need from [client] this week to start.

Fields to fill

Fill them once in the editor, or from a spreadsheet to make one copy per client. Where a slide needs content, it asks the question it must answer instead of showing a made-up answer.

• {{project}}
• {{company}}
• {{client}}
• {{date}}
• {{end_date}}
• {{start_date}}
• {{milestone_date}}
• {{sponsor}}
• {{lead_name}}

What is inside