Project Kickoff Checklist for Dev Teams & Agencies — Refront
Start every project right with this comprehensive kickoff checklist. Covers scope, tooling, access, communication, and first-sprint planning.
About This Template
The first week of a project sets the tone for everything that follows. This checklist ensures your team covers all the essentials — from signing the quote to pushing the first commit — so nothing falls through the cracks.
Variations
Agency Client Kickoff
Full onboarding flow for new agency clients including stakeholder mapping, tool access, brand assets, and communication cadence.
Best for: Web agencies onboarding a new client project.Internal Team Kickoff
Lighter checklist for internal product teams starting a new feature or module. Focuses on repo setup, CI/CD, and sprint zero.
Best for: Development teams starting new feature development within an existing product.Freelance Project Setup
Streamlined checklist for solo freelancers covering contract, invoicing setup, repo access, and first deliverable planning.
Best for: Freelancers who need a repeatable process to start new client engagements.How to Use
- 1
Create a new project in Refront and select the Kickoff Checklist template.
- 2
Assign each checklist item to the responsible team member.
- 3
Work through the items sequentially — Refront tracks completion percentage.
- 4
Once all items are done, the project automatically transitions to the active sprint phase.
- 5
Share the completed checklist with the client via the portal for transparency.
Frequently Asked Questions
Can I customise the checklist items?
Yes. The template is fully editable — add, remove, or reorder items to match your team's workflow. Save your customised version as a reusable template.
Does completion trigger any automations?
You can configure automations so that completing the kickoff checklist creates the first sprint, notifies the client, or triggers a Slack message to the team.
Can the client see the checklist?
If you enable client portal sharing, the client can view (but not edit) the checklist progress in real time.
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