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Project kickoff survey template

Find the gaps in the plan the day after kickoff

Three questions for the client the day after the kickoff meeting: how clear scope, roles, the timeline and communication are, how confident they feel in the plan, and any worry that hasn't come up. Usertick reads every written answer and flags the urgent ones.

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What this kickoff survey tells you

A project kickoff survey checks that the client left the kickoff with the same picture as your team. This template asks three questions in about a minute: a grid on scope, who does what, the timeline and how you will communicate, a 1 to 10 confidence score for the plan, and an open question for worries nobody raised in the room.

It is written for an email the day after kickoff, when the meeting is fresh and nothing has been built yet. Usertick can send it to everyone on the client side, with a button that opens the survey, or you can paste its link into your kickoff recap email or the project channel. It also runs as a conversation, one question at a time.

Each written worry is read as it arrives and filed under a category such as scope and changes, deadlines and delivery or communication, with a type and an urgency, and each response gets a customer risk reading. Results draws the grid as a heat map with row averages and shows the confidence score as an average with a column per step, compared with the period before.

In an emailAs a linkOn your websiteAs a conversation
Questions
3
Time to answer
About a minute
Written for
Email to the client team, the day after the kickoff meeting
Plans
Every plan, the free plan included

See it on every channel

The same template on your website, behind a link, in an email and as a conversation.

In an email

Send it from Usertick to a contact list, and a button in the email opens the survey on its own page. Usertick sends 50 emails a month on the free plan, or connect your own sender.

The 3 questions, one by one

What each question asks, why it is there, what it shows you and what to change.

Question 1 of 3 · Matrix · Optional

After the kickoff, how clear is each of these?

Why ask it
Much project trouble starts with a gap in scope, roles or timing that nobody noticed at kickoff. Three plain columns, from Not yet to Fully, show where to send a clarification.
What you learn
A heat map with one row per item and its average, so Timeline at Partly for half the client team reads at a glance.
Make it yours
Send a short written follow-up on any row answered Not yet or Partly within the week, before work begins.
Question 2 of 3 · Big scale

How confident are you in the plan?

Why ask it
Clarity and confidence differ: a client can understand the plan and still doubt it. A 1 to 10 scale leaves room to show doubt without calling the plan wrong.
What you learn
The average on the 1 to 10 scale and a column per step, compared with the period before, so you can see whether your kickoffs leave clients more confident over time.
Make it yours
Ask anyone who answers 6 or lower what would raise the score, in the first weekly call.
Question 3 of 3 · Text · Optional

Is there anything you're worried about that hasn't come up yet?

Why ask it
Clients often hold back a concern in a group meeting. Asking in writing, the next day, gives it room before it becomes a problem on the timeline.
What you learn
Usertick reads each answer as it arrives, files it under a category and a theme from your list, marks it as a question, a complaint or an idea, and flags the urgent ones, in any language.
Make it yours
Keep it optional, and reply to every worry in writing before the first deliverable is due.

What the answers show

Results turns each question into numbers you can follow week by week.

After the kickoff, how clear is each of these?

Each row's answers side by side, so the part that needs work stands out.

Every written answer, read for you

Each answer arrives with its category, theme, type and urgency, so the urgent ones reach your team first.

Use this template in four steps

From the template to the first answers.

  1. 1

    Open the template

    Sign up free and pick After the kickoff in the template gallery. It opens in a matching style, ready to change.

  2. 2

    Make the questions yours

    Reword any question, change the options, and add logic or more questions.

  3. 3

    Choose where it runs

    Show it on your website, send it by email, share its link and QR code, or switch it to a conversation.

  4. 4

    Publish and read the answers

    Answers arrive in Results and the inbox as people send them, each written one read and filed by Usertick.

Tips for this survey

Small choices that keep people answering and the answers useful.

  1. 01

    Send it the next morning

    Schedule the send before the kickoff ends, for the next morning, so it reaches the client team while the meeting is fresh.

  2. 02

    Include everyone who attended

    Add every client attendee to the send. A gap between the sponsor and the day-to-day contact on Who does what is worth a call.

  3. 03

    Rewrite the grid for the project

    Add rows that matter for this kind of work, such as Approvals, Content owners or Launch date, and keep the three columns.

  4. 04

    Repeat it at the first milestone

    Send the same survey again at the first milestone to see whether the gaps closed, with Skip people who already received this survey turned off for that send.

Onboarding surveysClient feedback surveysEmail surveysKickoff and scoping questions

More onboarding templates and questions

Templates like this one, and single questions from the library to add to it.

Templates

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OnboardingOnboarding feedbackLearn how the first steps in your product felt, what new users came to do and where they got stuck. Trigger it when someone finishes setup or on their third day.
OnboardingTime to valueFind out how long new customers take to get real value from your product and what slows them down. Send it 30 days after signup.
OnboardingAccount openingFind out how easy it was to open an account and where people hesitated, especially during identity checks. Send it a day after the account is approved.
OnboardingApp onboardingLearn how easy setup was, which step confused people and what they expected the app to do. Show it after the first session, or the second time the app opens.

Questions from the library

Browse the question library
  1. After the kickoff, how clear is each?Matrix · Kickoff and scoping
  2. How confident are you going into this project?Big scale · Kickoff and scoping
  3. Did we ask the right questions?Yes / No · Kickoff and scoping
  4. How clear is the paid media report?Stars · Paid media reporting
  5. Rate each channel we run for youMatrix · Paid media reporting
  6. Do you know what every line of the ad spend went to?Yes / No · Paid media reporting

Frequently asked questions

The day after the kickoff meeting. A few days later, the client has already filled the gaps with guesses.

Only some question types can be answered inside the email: NPS, Stars, CES, Emoji, Yes / No, multiple choice and dropdown. A grid shows a button that opens the survey, which takes one extra tap.

Call the client before work starts and walk through the part of the plan they doubt. Then note what changed in the project channel so both teams see it.

Everyone who attended the kickoff and anyone who will approve work later. Each answer is tied to its contact, so the inbox shows whose view each one is.

Three to five. This template asks three in about a minute, so it fits into a busy morning on the client side.

Yes. Every template comes with every plan, the free plan included, and the free plan covers 150 responses a month across your surveys.

Yes. The template becomes your own survey, so reword any question, add or remove questions, and change the options and the logic. The gallery stays as it is.

Yes, from Starter. The template is written in US English. Add languages by hand or with AI translation, and each person sees the survey in their browser's language.

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