Project Kick-off Checklist

Project Basics

☐ Project name

☐ Brief scope or goals

☐ Preferred start date

☐ Key deadlines or review dates

File Sharing & Access

☐ Preferred file sharing method (Dropbox, Drive, VPN, etc.)

☐ Revit version (e.g. 2025)

☐ Folder links or access credentials

☐ Notes about linked files or model structure

Templates & Standards

☐ Revit template or office title block

☐ File naming or graphic standards

☐ Preferred workflows or coordination notes

Communication

☐ Primary point of contact

☐ Preferred communication method (email, Teams, Slack, etc.)

☐ Meeting / check-in schedule

☐ Working hours

Feel free to fill in what’s helpful or review this together during kickoff. I’ll adapt to your workflow and make setup as smooth as possible.

Share your project needs — we’ll follow up.