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.

Project Charter & Kickoff Pack (Excel) — preview of the Excel template as listed on Etsy
€16,95€20,51 incl. 21% VATExcel · instant download
Buy on Etsy →

Sold and delivered through Etsy; download available immediately after payment. Why Etsy shows a higher number: €16,95 is the price excluding VAT. Etsy is the merchant of record and adds your country’s VAT at checkout, so an EU buyer in the Netherlands pays €20,51 (€16,95 + 21%). Buyers outside the EU are charged their own local rate, or none.

An Excel pack covering the four things a project needs before day one: a charter, a RACI, a stakeholder and communications plan, and a checklist of what must be in place before kickoff. One workbook, so the charter and the people who signed up to it stay in the same file. Editable throughout.

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

When to use it

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 excluding VAT · €20,51 including 21% Dutch VAT, which is what Etsy shows an EU buyer at checkout

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)

€16,95 excl. VAT (€20,51 incl. 21% VAT on Etsy) — instant download, editable, no subscription and no account beyond Etsy.

View on Etsy →

More start, change & close templates · All 31 templates

This page in other languages: English Deutsch Français Español Italiano Nederlands Português Polski 日本語 Türkçe Русский