Meeting template

Project kickoff template

Why, goals, how you’ll measure success, scope, roles and milestones on one board.

Free · Editable · Works with Claude and ChatGPT · Also in Planning

Preview of the Project kickoff template: its layout as it lands on the board
The template as it lands on your board, drawn from the template itself. Every part is editable.

How to use the Project kickoff template

  1. Start a board from it

    Use this template opens a new Freero board with the Project kickoff template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Project kickoff”.

  2. Follow the instruction on the board

    “Fill this in together in the first meeting. If people disagree on the why or the scope, that’s the most useful hour of the project.”

  3. Fill in each part

    • Why we’re doing this The problem, in one or two sentences.
    • Goals What will be true when we’re done?
    • How we’ll measure it Numbers we check every week.
    • In scope
    • Out of scope
    • Team & roles
    • Table Columns: Role · Name
    • Milestones
    • Kickoff Week 1
    • Research done Week 3
    • Prototype tested Week 6
    • Beta Week 9
    • Launch Week 12
  4. Bring your team and your agents

    Invite people to the board or share a link, and work on it together live. The timer is in the top bar, private mode and voting in the board menu, and Claude or ChatGPT can join through Freero’s MCP server.

Use this template

Work on it with an AI agent

Connect an assistant once and it works on the board with you, with your permissions: by default it reads and proposes, and people decide.

  1. You ask: “Fill in the Project kickoff board from these notes.”

    What happens It reads the board, then proposes sticky notes for it. Nothing changes until someone on the board accepts them.

  2. You ask: “Group what we wrote into themes and list the actions.”

    What happens It proposes clusters with a title each and task cards for the actions, labelled with its name and yours.

Set it up for Claude, ChatGPT or any MCP client.

Bring your team and your agents to one board

Free to use, open source, and yours to host. No credit card, no seat count.