Research Project Kickoff Form

Streamline Your Research Project Launch with Paperform

Starting a research project involves coordinating multiple stakeholders, ensuring regulatory compliance, and establishing a clear methodology—all before data collection even begins. This Research Project Kickoff Form template brings structure to that crucial planning phase, helping academic researchers, clinical research coordinators, market research teams, and nonprofit program evaluators document everything from hypothesis statements to IRB compliance in one centralised, professional form.

What makes this template essential for research teams

Rather than juggling email threads, spreadsheets, and scattered documents, this template creates a single source of truth for your project initiation. It guides principal investigators and research coordinators through the critical planning elements: articulating clear hypotheses, selecting appropriate methodologies, identifying data collection requirements, addressing ethical considerations, planning participant recruitment, and specifying analysis tools.

The conditional logic built into the form adapts based on your research type and methodology, showing only the questions relevant to your specific project—whether you're running a qualitative case study, quantitative survey research, mixed methods investigation, or experimental design.

Automate your research workflow with Stepper

Once your kickoff form is submitted, Stepper can transform that information into action. Automatically create project folders in your research drive, generate IRB submission drafts, assign tasks to team members, update your project management system, and send customised onboarding emails to research assistants—all triggered by form submission. This means less administrative overhead and more time for the research itself.

Built for research organisations that value compliance and clarity

Whether you're in academic research, healthcare, market research, or program evaluation, this template helps you maintain the documentation standards your field requires while keeping the project initiation process smooth and accessible for all team members. With Paperform's SOC 2 Type II compliance and robust security features, your sensitive research planning data stays protected.

Ready to bring structure to your research kickoff process? Customise this template to match your institution's specific requirements, add your branding, and start launching research projects with confidence.