Tools and Templates
Best practice tools and templates designed to help you produce quality results faster.
Program and Project Management Tools & Templates
Essential Tools to help keep your project scope, schedule, and budget on track.
Guide for Effective Sponsorship
- What’s included? This guide includes an approach to ensure successful sponsorship, a sponsorship discussion guide, and a sponsor self-assessment.
- Who would use this? Project Managers can use this tool to guide Project Sponsors on their sponsorship role.
- When do I use this? Either at the beginning of any medium to large project or whenever a project manager or sponsor begins working on a project.
- Why would I use this? Use this tool to boost project goal attainment through effective sponsorship – the single most important factor in ensuring a project’s success!
System Selection and Implementation Tools & Templates
System Selection tools to set you up for a successful system implementation.
System Selection or RFP Project Schedule Template
- What’s included? This template provides detailed tasks and timelines to conduct a system selection or RFP project.
- Who would use this? Project Managers or anyone managing a system selection project.
- When do I use this? Upon the decision to select a new enterprise software system, this template should be reviewed to plan your system selection approach.
- Why would I use this? A thorough system selection will set you up for success during system implementation. When a thorough selection process is skipped you risk that system implementation will take longer and cost more than expected. You also risk delivering a product different from what the business expected.
Pre-RFP Vendor Vetting for System Selection Projects
- What’s included? This document is an interview guide and checklist for your preliminary conversation with software vendors.
- Who would use this? Project Managers or anyone managing a system selection project.
- When do I use this? Once project scope is defined and an initial list of vendors is created, each vendor should be vetted to see if they offer a possible solution.
- Why would I use this? By vetting vendors ahead of inviting them to RFP, you will save your team and the vendor time and expedite the vendor selection process.