Project Charter & Kickoff Pack (Excel)
The four things a project needs before day one: a charter, a RACI, a stakeholder and comms plan, and a checklist of what must be in place before kickoff.

Projects that go wrong late usually went wrong early, in the fortnight where scope, decision rights and escalation routes were assumed rather than agreed.
The RACI is the tab that repays the effort. Most disputes later in delivery are not about the work; they are about who was supposed to approve it, and a RACI agreed at kickoff is the cheapest way to settle that question before it becomes expensive.
Who it is for
Project managers starting a new project, and PMOs setting an initiation standard.
What is included
- Start Here — the initiation sequence
- Project Charter — objectives, scope, out of scope, success criteria, constraints
- RACI Matrix — responsible, accountable, consulted, informed by activity
- Stakeholder & Comms — who needs what information, how often, through which channel
- Kickoff Checklist — what must be agreed before the kickoff meeting
When to use it
- A project has been approved and starts next week
- You have inherited a project that never had a charter
- A PMO wants every project to start the same way
Format and compatibility
- File format
- Microsoft Excel workbook (.xlsx)
- Editable
- Yes — nothing locked, protected or watermarked
- Delivery
- Instant download after purchase on Etsy
- Licence
- Single-user commercial use on your own projects. See licence and downloads.
- Price
- €16,95
Delivered as a standard .xlsx workbook. No macros — the .xlsx format cannot contain them, so it opens without security warnings and passes corporate download policies. Every cell is editable; nothing is locked or password protected.
Questions
Is a charter the same as a PID?
A charter is the shorter form. If your organisation requires a full project initiation document, the charter tab provides the content it needs.
Should the RACI be agreed in the kickoff or before it?
Before. A RACI drafted in advance and confirmed at kickoff takes ten minutes; one drafted live takes the whole meeting.
Get the Project Charter & Kickoff Pack (Excel)
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