Consulting kickoff workflow for Tallyfy

Start every engagement with clear agreements

Rushed kickoffs lead to scope creep and those awkward conversations about what was actually agreed. This Tallyfy template walks your team through stakeholder mapping, scope confirmation, and governance setup before the real work begins.

7 steps
3 automations
Import into Tallyfy Preview steps
Professional Services Management Consulting

Run this workflow in Tallyfy

1
Import this template into Tallyfy and assign the kickoff steps to your project lead, with stakeholder tasks going to the engagement manager
2
Use Tallyfy's form fields to capture contract status, engagement type, budget confirmation, and key pre-sales notes all in one place
3
Run each new engagement through Tallyfy so you can see exactly which kickoff items are complete and which are blocking project start
Import this template into Tallyfy

Process steps

1

Prepare for kickoff

1 day from previous step
task
Form fields in this step
Contract and SOW reviewed? *
Engagement type *
Budget and timeline confirmed? *
Key notes from pre-sales conversations *
2

Map the stakeholders

1 day from previous step
task
Form fields in this step
Executive sponsor name and role *
Day-to-day project contact *
Other key stakeholders to keep informed *
Anyone who might resist or block the project?
3

Confirm the scope

1 day from previous step
task
Form fields in this step
Scope walkthrough completed with client? *
Items explicitly out of scope *
Key assumptions documented *
How will success be measured? *
4

Allocate resources

1 day from previous step
task
Form fields in this step
Project lead from our team *
Team members assigned *
Client resources committed *
Systems/data access required from client *
5

Set up communication plan

1 day from previous step
task
Form fields in this step
Status meeting frequency *
Status report format *
Primary communication channel *
6

Establish governance structure

1 day from previous step
task
Form fields in this step
Who has final decision authority? *
How will scope changes be handled? *
Escalation path for issues *
7

Assess project risks

1 day from previous step
task
Form fields in this step
Top 3 risks to project success *
Critical client dependencies *
Mitigation plans for identified risks *
Contingency if timeline slips? *

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