Themes

Browse all content organised by management theme.

Analysis

• Business Analysis
  Techniques and approaches for analysing business needs and defining solutions.
• Business Requirements
  Capturing and documenting business needs, goals, and objectives that drive the project.
• Requirements Capture
  Techniques and approaches for eliciting and capturing requirements from stakeholders.
• SIPOC Process Worksheet
  High-level process mapping tool identifying Suppliers, Inputs, Process, Outputs, and Customers to...

Assurance

• Portfolio Healthcheck
  Comprehensive assessment tool to evaluate portfolio health across strategy, governance, delivery,...
• Programme Healthcheck
  Comprehensive assessment tool to evaluate programme health across governance, delivery, benefits,...
• Post Implementation Review
  Structured review conducted after go-live to assess whether the solution is working as intended a...

Baseline

• Project Initiation Document
  A key project control and document describing the project in detail from all aspects.

Benefits

• Benefits Review
  Assessing whether the project has delivered the expected benefits.

Change

• Business Change Management
  Planning and managing the people-side of change to ensure successful adoption.
• Training Delivery
  Executing the training plan and preparing users for go-live.
• Training Needs
  Identifying what training is required to support the solution.
• Training Plan
  Planning how training will be developed and delivered to users.

Closure

• Benefits Review
  Assessing whether the project has delivered the expected benefits.
• Closure Meeting
  Formally closing the project with stakeholders and confirming completion.
• Early Life Support
  Providing enhanced support immediately after go-live to ensure successful adoption.
• End of Project Report
  Final project report summarising what was delivered, performance against objectives, lessons lear...
• Handover Document
  Formal documentation for transferring project deliverables to operational teams, ensuring smooth ...
• Post Implementation Review
  Structured review conducted after go-live to assess whether the solution is working as intended a...

Comms

• Comms Strategy

Communication

• Programme Stakeholder Management
  Strategic stakeholder engagement at programme level, managing complex stakeholder landscapes, and...
• Action Tracker
  Tracking and managing actions arising from meetings, reviews, and project activities.
• Decision Log
  Recording and tracking project decisions to maintain an audit trail and support governance.
• Meeting Agenda
  Planning effective project meetings with clear agendas, defined objectives, and structured discus...
• Meeting Minutes
  Recording and distributing accurate meeting minutes to capture decisions, actions, and key discus...

Control

• Programme Governance
  Establishing effective governance structures, decision-making frameworks, and controls for progra...
• Action Tracker
  Tracking and managing actions arising from meetings, reviews, and project activities.
• Daily Log / Bullet Journal
• Comms Strategy
• Decision Log
  Recording and tracking project decisions to maintain an audit trail and support governance.
• End of Stage Report
  Formal report summarising stage performance to support the Project Board's decision to proceed, e...
• Meeting Minutes
  Recording and distributing accurate meeting minutes to capture decisions, actions, and key discus...
• Project Reporting
  Communicating project status, progress, and issues to stakeholders.
• Stage Plan
  Detailed planning for a project stage, providing the baseline for day-to-day control and progress...
• Vendor & Contract Management
  Managing vendors, suppliers, and contracts throughout the project lifecycle including procurement...
• Work Package
  Formal delegation of work from a Project Manager to a Team Manager, defining what needs to be del...

Cost management

• Resource & Cost Modelling
  Planning resources, delivery and interdependencies with cost forecasting.

Delivery

• Backout Plan
  Contingency plan to reverse a deployment or implementation if critical issues arise, ensuring bus...
• Build / Procure
  Building or procuring the solution components based on the design.
• Design
  Creating the detailed design for the solution based on requirements.
• Detail Stage
  Detailed planning and design phase where requirements are elaborated and solutions defined.
• Implementation Approach
  Planning how the solution will be implemented, deployed, and transitioned to live operation.
• Project Change Control
  Managing changes to project scope, schedule, cost, and quality through a formal control process.
• Requirements
  Capturing, managing, and tracing business and system requirements.
• Service Transition
  Transitioning the solution from project delivery into live service operation.
• Technical Readiness
  Ensuring the technical environment is ready for go-live.
• Training Delivery
  Executing the training plan and preparing users for go-live.
• Training Needs
  Identifying what training is required to support the solution.
• Training Plan
  Planning how training will be developed and delivered to users.
• Vendor & Contract Management
  Managing vendors, suppliers, and contracts throughout the project lifecycle including procurement...

Financial

• Financial Forecasting
  Predicting project costs to completion and managing financial variance.
• Financial Planning
  Complete guide to project financial planning including budgeting, cost tracking, variance analysi...
• Identify Benefits
  Identifying, quantifying, and planning for the realisation of project benefits.
• Resource & Cost Modelling
  Planning resources, delivery and interdependencies with cost forecasting.

Forecasting

• Financial Forecasting
  Predicting project costs to completion and managing financial variance.

Governance

• Best Practice Toolkit
  A collection of best practice guides and templates covering people, planning, governance, informa...
• Programme Lifecycle
  The Programme Lifecycle phases from identification through delivery to closure, with key delivera...
• Project Toolkit
  Complete project management toolkit with templates, lifecycle guidance, and best practices for su...
• Project Startup
  The first stage of the project lifecycle where the Project Mandate and Project Brief are created ...
• Project Initiation
  The initiation stage where the Project Initiation Document (PID) is created, the project team is ...
• Project Planning
  The planning stage for requirements gathering, design, and detailed documentation. Structure your...
• Project Delivery
  The execution stage where the project plan is implemented, work packages are delivered, and progr...
• Project Closure
  The final stage where lessons learned are captured, the Project Closure Report is completed, and ...
• Project Lifecycle
  Understanding the 5 key stages of the project lifecycle - Startup, Initiation, Planning, Delivery...

Governance

• Portfolio Healthcheck
  Comprehensive assessment tool to evaluate portfolio health across strategy, governance, delivery,...
• Portfolio Management
  Strategic management of programmes and projects to maximise organisational value, balance risk, a...
• Programme Governance
  Establishing effective governance structures, decision-making frameworks, and controls for progra...
• Programme Healthcheck
  Comprehensive assessment tool to evaluate programme health across governance, delivery, benefits,...
• Action Tracker
  Tracking and managing actions arising from meetings, reviews, and project activities.
• Closure Meeting
  Formally closing the project with stakeholders and confirming completion.
• Comms Strategy
• Communication Plan
  Defining how project information will be communicated to stakeholders throughout the project life...
• Decision Log
  Recording and tracking project decisions to maintain an audit trail and support governance.
• Delivery Approach
  Selecting and documenting the right delivery approach for your project.
• End of Project Report
  Final project report summarising what was delivered, performance against objectives, lessons lear...
• End of Stage Report
  Formal report summarising stage performance to support the Project Board's decision to proceed, e...
• Lessons Learned
  Capturing and applying lessons from project experience.
• Meeting Agenda
  Planning effective project meetings with clear agendas, defined objectives, and structured discus...
• Meeting Minutes
  Recording and distributing accurate meeting minutes to capture decisions, actions, and key discus...
• Plan on a Page
  A simple one-page plan to capture and communicate the key elements of a project or initiative.
• Project Change Control
  Managing changes to project scope, schedule, cost, and quality through a formal control process.
• Project Charter
  The foundational document that formally authorises a project and provides the project manager wit...
• Project Closure Report
  Producing a Project Closure Report
• Project Initiation Document
  A key project control and document describing the project in detail from all aspects.
• Project Reporting
  Communicating project status, progress, and issues to stakeholders.
• Risk Register
  Manage Risks, Issues, Actions, Dependencies, Decisions and Assumptions in a RAID log
• Stakeholder Register
  A central repository for recording and tracking all project stakeholders, their interests, influe...
• Vendor & Contract Management
  Managing vendors, suppliers, and contracts throughout the project lifecycle including procurement...

Information

• Knowledge Management
  Management of Knowledge

Initiation

• Project Charter
  The foundational document that formally authorises a project and provides the project manager wit...

Issue management

• Risk Register
  Manage Risks, Issues, Actions, Dependencies, Decisions and Assumptions in a RAID log

Knowledge

• Knowledge Management
  Management of Knowledge

Knowledge

• Delivery Approach
  Selecting and documenting the right delivery approach for your project.

Knowledge management

• Lessons Learned
  Capturing and applying lessons from project experience.
• Plan on a Page
  A simple one-page plan to capture and communicate the key elements of a project or initiative.

Lifecycle

• Programme Lifecycle
  The Programme Lifecycle phases from identification through delivery to closure, with key delivera...
• Project Lifecycle
  Understanding the 5 key stages of the project lifecycle - Startup, Initiation, Planning, Delivery...

Logs

• Daily Log / Bullet Journal

Obs

• Project Resources / OBS
  Understanding the Organisational Breakdown Structure and resource organisation.

Operations

• Early Life Support
  Providing enhanced support immediately after go-live to ensure successful adoption.
• IT Operating Model
  Defining how IT services will be delivered, managed, and governed in the target state.
• Service Requirements
  Defining service-level requirements including availability, performance, and support needs.
• Service Transition
  Transitioning the solution from project delivery into live service operation.
• Support Model
  Defining how the solution will be supported after go-live, including service levels and team stru...

Organisational breakdown structure

• Project Resources / OBS
  Understanding the Organisational Breakdown Structure and resource organisation.

People

• Business Change Management
  Planning and managing the people-side of change to ensure successful adoption.
• Project Resources / OBS
  Understanding the Organisational Breakdown Structure and resource organisation.
• Training Delivery
  Executing the training plan and preparing users for go-live.
• Training Needs
  Identifying what training is required to support the solution.
• Training Plan
  Planning how training will be developed and delivered to users.

Planning

• Best Practice Toolkit
  A collection of best practice guides and templates covering people, planning, governance, informa...
• Deliverables / WBS / PBS
  How to define project deliverables and create Work Breakdown Structures and Product Breakdown Str...

Planning

• Resource Management
  Managing people, skills, capacity, and utilisation across the portfolio to ensure resources are a...
• Programme Blueprint
  Defining the target operating model and future state that the programme will deliver, including c...
• Business Analysis
  Techniques and approaches for analysing business needs and defining solutions.
• Business Requirements
  Capturing and documenting business needs, goals, and objectives that drive the project.
• Communication Plan
  Defining how project information will be communicated to stakeholders throughout the project life...
• Define Blueprint
  Creating the target state architecture and design that the project will deliver.
• Detail Stage
  Detailed planning and design phase where requirements are elaborated and solutions defined.
• Financial Planning
  Complete guide to project financial planning including budgeting, cost tracking, variance analysi...
• Identify Benefits
  Identifying, quantifying, and planning for the realisation of project benefits.
• Identify Stakeholders
  Comprehensive guide to stakeholder identification, analysis, and engagement including power/inter...
• Implementation Approach
  Planning how the solution will be implemented, deployed, and transitioned to live operation.
• IT Operating Model
  Defining how IT services will be delivered, managed, and governed in the target state.
• IT Strategy
  Aligning project technology decisions with enterprise IT strategy and architecture.
• Plan on a Page
  A simple one-page plan to capture and communicate the key elements of a project or initiative.
• Product Description
  Defining project products clearly with quality criteria, enabling effective planning, development...
• Project Charter
  The foundational document that formally authorises a project and provides the project manager wit...
• Project Planning
• Quality Planning
  Defining quality standards, acceptance criteria, and quality assurance activities.
• Requirements
  Capturing, managing, and tracing business and system requirements.
• Requirements Capture
  Techniques and approaches for eliciting and capturing requirements from stakeholders.
• Resource & Cost Modelling
  Planning resources, delivery and interdependencies with cost forecasting.
• Service Requirements
  Defining service-level requirements including availability, performance, and support needs.
• SIPOC Process Worksheet
  High-level process mapping tool identifying Suppliers, Inputs, Process, Outputs, and Customers to...
• Stage Plan
  Detailed planning for a project stage, providing the baseline for day-to-day control and progress...
• Stakeholder Register
  A central repository for recording and tracking all project stakeholders, their interests, influe...
• Support Model
  Defining how the solution will be supported after go-live, including service levels and team stru...
• Test Approach
  Defining the test strategy, approach, and test phases for the project.
• Work Package
  Formal delegation of work from a Project Manager to a Team Manager, defining what needs to be del...
• Workshop Planner
  Planning and facilitating effective project workshops, from requirements gathering to retrospecti...

Project approach

• Delivery Approach
  Selecting and documenting the right delivery approach for your project.

Project initiation

• Project Initiation Document
  A key project control and document describing the project in detail from all aspects.

Quality

• Deliverables / WBS / PBS
  How to define project deliverables and create Work Breakdown Structures and Product Breakdown Str...

Quality

• Product Description
  Defining project products clearly with quality criteria, enabling effective planning, development...
• Quality Planning
  Defining quality standards, acceptance criteria, and quality assurance activities.
• Test Approach
  Defining the test strategy, approach, and test phases for the project.

Reporting

• Project Reporting
  Communicating project status, progress, and issues to stakeholders.

Resource management

• Resource & Cost Modelling
  Planning resources, delivery and interdependencies with cost forecasting.

Resources

• Resource Management
  Managing people, skills, capacity, and utilisation across the portfolio to ensure resources are a...
• Project Resources / OBS
  Understanding the Organisational Breakdown Structure and resource organisation.

Risk

• Backout Plan
  Contingency plan to reverse a deployment or implementation if critical issues arise, ensuring bus...

Risk management

• Risk Register
  Manage Risks, Issues, Actions, Dependencies, Decisions and Assumptions in a RAID log

Stakeholder engagement

• Programme Stakeholder Management
  Strategic stakeholder engagement at programme level, managing complex stakeholder landscapes, and...
• Communication Plan
  Defining how project information will be communicated to stakeholders throughout the project life...
• Identify Stakeholders
  Comprehensive guide to stakeholder identification, analysis, and engagement including power/inter...
• Stakeholder Register
  A central repository for recording and tracking all project stakeholders, their interests, influe...
• Workshop Planner
  Planning and facilitating effective project workshops, from requirements gathering to retrospecti...

Startup

• Project Brief
  The Project Brief
• Project Mandate
  The Project Mandate

Strategy

• Portfolio Management
  Strategic management of programmes and projects to maximise organisational value, balance risk, a...

Technical

• Build / Procure
  Building or procuring the solution components based on the design.
• Design
  Creating the detailed design for the solution based on requirements.
• Technical Readiness
  Ensuring the technical environment is ready for go-live.

Technology

• Define Blueprint
  Creating the target state architecture and design that the project will deliver.
• IT Operating Model
  Defining how IT services will be delivered, managed, and governed in the target state.
• IT Strategy
  Aligning project technology decisions with enterprise IT strategy and architecture.

Transformation

• Programme Blueprint
  Defining the target operating model and future state that the programme will deliver, including c...

Transition

• Handover Document
  Formal documentation for transferring project deliverables to operational teams, ensuring smooth ...