Tools for Every Phase
Projects move in stages, your tools should too.
Each tool and template is organized by project phase, so you’ll know exactly what to use and when to use it. Every file includes a spot for your own logo, making it easy to brand and present as if it’s been yours all along. Because the right tool, at the right time, can make all the difference.
Project Setup
Project setup starts strong with a clear Project Charter, your north star that defines the business value you’re aiming to deliver. It lays out the why, the key goals, and intended business value. Alongside that, you identify your key stakeholders and secure the initial resources needed to get moving. This foundation gives your project a clear purpose and momentum before diving into governance and strategy.
Stakeholder Register TemplateProject Governance
Project governance is the framework that defines how a project is directed, managed, and controlled. It sets the decision-making structure, roles, responsibilities, and processes that ensure alignment with business objectives, accountability for outcomes, and transparency in how decisions are made. At its core, governance is about making sure the right people have the right information to make the right decisions at the right time.
Project Strategy
Project strategy defines the overall approach for how a project will be delivered. It includes selecting the right methodology, choosing the right tools, setting clear exit criteria, mapping the roadmap, identifying workstreams, outlining phases of work, and establishing meeting and reporting cadences. A strong strategy ensures alignment, consistency, and the ability to adapt while keeping the project moving toward its goals.
Project Planning
Project planning is the process of mapping out the activities, timelines, resources, dependencies, and risks needed to deliver a project successfully. It provides a clear roadmap for execution, keeps stakeholders aligned, and ensures the team knows what needs to happen, when, and by whom.
Project Assessments
Project assessments dig deep into every critical area to set your project up for success. They evaluate key workstreams like change management, data migration, business processes, and IT readiness. By identifying risks, gaps, and dependencies early, assessments give you a clear picture of what’s working, what needs attention, and where to focus your efforts. Think of it as a health check that helps you course-correct before the project really takes off.
Project Design
Design and blueprinting turn vision into a clear, actionable plan. This phase maps out how each workstream, whether it’s change management, data migration, business processes, or IT, will come together to deliver value. It’s where ideas become detailed workflows, solutions, and architectures. A strong blueprint ensures everyone understands their role and the path forward, setting the stage for smooth execution and fewer surprises.
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