Stakeholder Kickoff Template

Documentation Type
Last updated
Mar 13, 2023 6:01 AM
Research Type
A stakeholder kickoff is done at the beginning of a research project. During a stakeholder kickoff you invite the people that take part in this project, such as the PM and designer of a product team. During this meeting your focus is to gather as much information as needed to build a research plan. This kickoff will help kickstart your project. This is a template you can use for this.


The following questions should be answered during the kickoff

  • What are your goals with this project?
    • Why is this project happening?
    • What problem are you trying to solve?
    • What do you hope to achieve by solving this?
  • What are your needs?
    • What do you think needs finding out?
    • What would be the ideal results in this project?
    • What is your timeline?
  • What are your assumptions about this project
    • What do you think the user needs?
    • What do you think the user knows already?
    • How do you think the user experiences the current product/feature?
  • Who are the users in this project?
    • User work role (what work role does your user have?)
    • Business type (what category of business is the user in)
    • Department Types (is there a specific department you're targeting?)
    • Markets (is this specific for some markets or all?)
  • Who are the stakeholders in this project?
    • Who needs to be involved in this process?
    • Who needs regular updating?
    • Who is responsible for what?
  • How does this project align with company/business goals?
    • Which of the Customer Promises are connected to this project?
    • Which of the business strategies are connected to this?
      • Improving the Onboarding Experience
      • Reducing Complexity & Increasing Efficiency
      • Continuing Improvements for Growing Markets
      • Supporting Sunsetting of Legacy Platforms
  • What research / knowledge do you already possess on this topic?
    • Where is the research that you have done beforehand?
    • Who was responsible for this research?
    • What do you know for a fact based on your own experience with the product/feature?

📑 Documentation


[facilitator 2 makes notes during the session. Do so here]


[add the link to the recording here]


The kickoff recording was transcribed and tagged using Dovetail:

[insert dovetail link]

‼️ Outcomes

Based on the kickoff and the analysis of the recording, the following outcomes were found. These will help build the research plan.