Can this be signed electronically?

Yes. Electronic signatures are legally enforceable under the federal ESIGN Act (15 U.S.C. §7001) and most state UETA statutes when the signer intends to sign, consents to electronic transactions, attribution is demonstrable and the record can be retained and reproduced.

Are witness or notary signatures required?

Witness or notary requirements vary by state and document type. For deeds or certain statutory instruments witness counts may be mandated; check state law and include notarization if required.

What authentication strength should be used?

Match authentication to risk: email link or SMS for low-risk approvals, stronger methods (KBA, SSO, multi-factor) for financial, healthcare or regulated transactions.

How should versions and changes be tracked?

Use version numbering, date stamps, and an audit log. Require re-signing for material changes and retain previous signed versions for dispute resolution.

What records must be retained?

Retain the signed document and audit trail for statutory intervals: IRS records 3 years (IRC §6501(a)), HIPAA-related records 6 years (45 CFR §164.530(j)), and longer where industry or state law requires.

Which signer is authorized to bind the company?

Confirm signatory authority in corporate resolution or procurement policies. If in doubt, obtain a board or executive confirmation to avoid challenges to contract validity.

Electronic Signature
Templates
Project Management
Project Management Proposal Kick Off

Project Management Proposal Kick Off

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

PROJECT MANAGEMENT PROPOSAL KICK OFF

Project Identification

Project ID Project Title Client Name Client Contact Service Provider Project Manager (Provider) Project Manager Contact

Scope of Work

The Service Provider shall perform the work described below in accordance with the terms of this Proposal Kick Off. Work shall be performed with commercially reasonable skill and care, consistent with industry standards.

Detailed Scope of Work Out of Scope Items

Deliverables & Acceptance

Each deliverable will be submitted for Client review. Acceptance shall be deemed to occur upon Client's written confirmation that acceptance criteria have been met, or upon lapse of the acceptance period without written rejection in accordance with the acceptance criteria set forth below.

Deliverable 1 — Title Deliverable 1 — Description Deliverable 1 — Acceptance Criteria Deliverable 2 — Title Deliverable 2 — Description Deliverable 2 — Acceptance Criteria Deliverable 3 — Title Deliverable 3 — Description Deliverable 3 — Acceptance Criteria

Timeline & Milestones

Project schedule and milestone dates are estimates and subject to change only by written change order executed by both parties.

Start Date: Target End Date:

Milestone 1 — Name

Date:

Milestone 1 — Description Milestone 2 — Name

Date:

Milestone 2 — Description Milestone 3 — Name

Date:

Milestone 3 — Description

Budget & Payment

Fees, expenses, invoicing and payment terms are set forth below. Any taxes imposed on payments under this Proposal shall be the responsibility of the Client unless otherwise stated.

Total Project Fee Payment Schedule Invoicing Terms Late Payment Fee / Interest Change Order Process

Confidentiality

Each party shall keep confidential all non-public information disclosed in connection with this Proposal and the Work Products. Confidential information does not include information that is public through no breach of this Agreement, independently developed, or rightfully received from a third party without obligation of confidentiality.

Confidentiality Obligation Duration:

Liability, Indemnity & Insurance

The parties agree that each party shall indemnify and hold harmless the other party from third-party claims arising from its gross negligence or willful misconduct. Except for a party's indemnification obligations and breaches of confidentiality, neither party shall be liable for indirect, incidental, special or consequential damages. Provider shall maintain commercially reasonable insurance coverage during the term of the Work.

Termination

Either party may terminate upon material breach by the other party if such breach is not cured within the notice period set forth below. Upon termination Client shall pay Provider for work performed and non-cancellable commitments incurred through the effective date of termination.

Cure / Notice Period (days)

Assumptions, Dependencies & Risks

Assumptions & Dependencies Risk Mitigation

Governing Law & Dispute Resolution

This Proposal and any dispute arising out of or relating to it shall be governed by the laws of:

The parties agree to submit disputes to binding arbitration in lieu of court litigation.

Client & Service Provider Responsibilities

Client Responsibilities Service Provider Responsibilities

Acceptance, Change Control & Notices

Acceptance Period (days):

Notices

The parties hereby acknowledge that the terms set forth in this Proposal Kick Off constitute the understanding for commencement of services. Any modification shall be made in writing and signed by authorized representatives of both parties.

Client:

By:

Date:

Service Provider:

By:

Date:

What the Project Management Proposal Kick Off Is

The Project Management Proposal Kick Off is a structured document used at project initiation to record scope, deliverables, timeline, budget, roles, assumptions and acceptance criteria. It captures mutual expectations, milestones, dependencies and any required supporting attachments so stakeholders have a single source of truth. When executed and retained it creates a clear record for approvals and change control and can be completed electronically to preserve timestamps, signer attribution, and an audit trail for future reference.

Why a Formal Kick Off Proposal Matters

A formal kick off aligns stakeholders on scope, schedule and costs, reduces ambiguity and supports faster approvals. It creates documentary proof of agreement terms, which helps prevent disputes and supports electronic signing under ESIGN and UETA.

Who Typically Prepares and Signs This Document

Final signers should be authorized representatives with authority to bind their organization and must be identified by role and contact details in the document.

Project manager responsible for scope, resources and schedule; central coordinator for revisions and approvals.
Client sponsor or budget holder who authorizes scope, signs acceptance and confirms payment terms.
Procurement/PMO or legal reviewer who verifies contract terms, insurance, and compliance requirements before signature.

Primary Signer Roles

Project Manager

A senior internal or vendor PM who accepts operational responsibilities, coordinates resources, and executes the project plan. The PM verifies milestones, approves change orders within delegated authority, and is the main point of contact for status reporting.

Client Executive

An authorized client representative or sponsor who approves scope, confirms budget availability, and signs the kick off to trigger work start. This signer must have contracting authority for payments and acceptance decisions.

Security and Compliance Basics for the Kick Off

Encryption: TLS 1.2/1.3 in transit; AES-256 at rest

Audit Trail: Timestamped actions and signer IP recorded

HIPAA: BAA required for protected health information

21 CFR Part 11: Compliant controls available where required

ESIGN / UETA: Meets federal and most state e-signature rules

Access Controls: SSO and MFA support for signer authentication

Common Preparation Pitfalls to Avoid

Vague scope descriptions that omit excluded work or success criteria, leading to disputes and change orders.
Missing acceptance criteria or deliverable definitions, which delays sign-off and final payment triggers.
Incorrect signer names, roles or authority resulting in invalid approvals or re-execution delays.
Improper dates or inconsistent timeline entries that cause misaligned milestone obligations and billing issues.

Filling Out a Project Management Proposal Kick Off — Step by Step

Follow these sequential steps to prepare a complete, enforceable kick off proposal.

01

Draft document: Describe scope, milestones, deliverables and assumptions clearly.
02

Assign roles: List project manager, client sponsor and approvers with contact details.
03

Set schedule: Provide milestone dates, dependencies and payment trigger dates.
04

Execute signatures: Obtain authorized signatures and preserve the audit trail.

Configuring an Electronic Kick Off Workflow

Typical workflow settings for online completion and secure routing.

Field	Configuration
Notification Settings	Email and SMS reminders for pending signers
Signing Order	Sequential or parallel signer sequence
Authentication	Email link, SMS code, or KBA as needed
Reminder Cadence	Auto-reminders every 3 or 7 days

Technical Requirements for Digital Completion

Choose a platform that preserves timestamps and stores a tamper-evident signed copy with an audit trail for compliance.

Document formats: PDF, DOCX and editable templates supported
Integrations: Connectors for Salesforce, NetSuite, Microsoft 365 and Google Workspace
Authentication: Email, SMS, SSO and advanced options available

How Electronic Kick Off Signing Typically Works

A standard online signing workflow follows these operational steps from sender to signed record.

Upload document: Sender uploads the kick off proposal to the platform.
Place fields: Add signature, initial, date and text fields for each signer.
Send to signers: Distribute via email link with optional authentication.
Complete signing: Signers review, sign, and receive a signed copy and audit trail.

Core Sections Every Professional Kick Off Should Include

Include these six elements to ensure the proposal clearly governs work, expectations and payment.

Scope & Deliverables

Define precisely what will be delivered, what is excluded, and deliverable acceptance tests to avoid scope disputes and enable objective review at milestone handoffs.

Timeline & Milestones

Detail milestone dates, dependency relationships and float, and identify the project start date and final delivery deadline to align schedules and resource planning.

Roles & Responsibilities

List parties, contact information, and role-level responsibilities so every task has an owner and escalation path to resolve blockers quickly.

Budget & Payment

State fixed fees or rates, invoicing schedule, retainers, and any milestone payments or holdbacks tied to acceptance criteria to reduce payment disputes.

Acceptance Criteria

Provide measurable criteria and testing or review procedures that define when a deliverable is accepted and a milestone payment becomes payable.

Risks & Assumptions

Document project risks, preconditions and client responsibilities; use this section to allocate risk and set conditions for change orders.

Supporting Attachments to Include

Attach these common exhibits to make the proposal actionable and auditable.

Supporting Documents

Attach SOWs, technical specifications, acceptance checklists and sample deliverable formats so reviewers have the full context for approvals.

Communication Plan

Include status report cadence, stakeholder list and escalation contacts to ensure consistent updates and issue resolution.

Change Control

Provide a clear change request procedure with authority levels, impact assessment rules, and how changes affect price and schedule.

Legal Terms

Attach standard terms for confidentiality, IP ownership, liability caps and termination rights to establish contractual obligations.

Typical Timelines and Processing Expectations

Define clear target dates for review, approval and project start to avoid delays and billing disputes.

Proposal Submission Deadline:

Date by which the draft proposal must be delivered to reviewers

Review Period:

Typical 3–10 business days for internal and client review depending on complexity

Approval and Sign-off:

Date when authorized signers must execute the final proposal

Project Start Date:

Planned commencement date tied to signed approval

Payment Milestones:

Invoice trigger dates tied to milestone acceptance

Consequences of an Incorrect or Incomplete Kick Off

Invalid Signature: ESIGN test not met

Acceptance Disputes: Undefined criteria

Delayed Start: Missed milestone dates

Financial Loss: Budget overruns possible

Noncompliance: HIPAA or regulatory exposure

Legal Costs: Potential litigation expenses

How a Kick Off Differs from Similar Documents

Compare the kick off proposal to related documents to choose the correct form or exhibit for your workflow.

Criteria	Kick Off	Statement of Work	Master Services Agreement
Primary Purpose	project start	detailed tasks	ongoing relationship
Level of Detail	medium	high	high
Signature Timing	pre-start	pre-start	at contract formation
Change Control	standard	extensive	governed by msa

eSignature Pricing Comparison for Document Execution

Selected vendor pricing and feature highlights to consider when choosing an eSignature provider for kick off execution. Do NOT include any data date or verification timestamp here.

	signNow	DocuSign	Adobe Sign	PandaDoc	HelloSign
Starting Price	$8/user/mo	$15/user/mo	$14/user/mo	$19/user/mo	$15/user/mo
Free Trial	Yes, 7-day trial	No	No	Yes, limited	Yes, limited
Bulk Send	Yes	Yes	Yes	Yes	No
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes	Yes	Yes	No	No

Frequently Asked Questions and Troubleshooting

Answers to common questions about preparing, signing and storing the Project Management Proposal Kick Off.

Need help? Contact support

Can this be signed electronically?
Yes. Electronic signatures are legally enforceable under the federal ESIGN Act (15 U.S.C. §7001) and most state UETA statutes when the signer intends to sign, consents to electronic transactions, attribution is demonstrable and the record can be retained and reproduced.
Are witness or notary signatures required?
Witness or notary requirements vary by state and document type. For deeds or certain statutory instruments witness counts may be mandated; check state law and include notarization if required.
What authentication strength should be used?
Match authentication to risk: email link or SMS for low-risk approvals, stronger methods (KBA, SSO, multi-factor) for financial, healthcare or regulated transactions.
How should versions and changes be tracked?
Use version numbering, date stamps, and an audit log. Require re-signing for material changes and retain previous signed versions for dispute resolution.
What records must be retained?
Retain the signed document and audit trail for statutory intervals: IRS records 3 years (IRC §6501(a)), HIPAA-related records 6 years (45 CFR §164.530(j)), and longer where industry or state law requires.
Which signer is authorized to bind the company?
Confirm signatory authority in corporate resolution or procurement policies. If in doubt, obtain a board or executive confirmation to avoid challenges to contract validity.

be ready to get more

Join over 28 million airSlate SignNow users

Sign Now