Templates & Tools

Useful resources for live project delivery.

Interactive diagnostics, practical Excel templates and focused reading for project managers, sponsors and teams responsible for delivery.

Interactive toolsExcel templatesGuides and perspectives
Interactive Tools

Start with the question in front of you.

Use these tools directly in your browser. No account is required.

Downloadable Templates

Working files for planning, control and reporting.

Each workbook is intentionally straightforward so it can be adapted to your project without rebuilding it first.

InitiationExcel · 6 KB

Project Charter

Set the mandate, objectives, scope boundaries, governance, stakeholders and approvals before delivery begins.

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DecisionExcel · 7 KB

Business Case

Frame the problem, compare options, document expected benefits and costs, and record the recommended path.

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ReportingExcel · 6 KB

Status Report

Give leaders a concise view of progress, milestones, risks, decisions required and next-period priorities.

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ControlExcel · 8 KB

RAID Log

Track risks, assumptions, issues and dependencies together for weekly delivery control.

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RiskExcel · 7 KB

Risk Register

Assess probability and impact, assign owners, and manage mitigation, contingency and status in greater depth.

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StakeholdersExcel · 7 KB

Stakeholder Map

Identify decision-makers, influence, interest, engagement needs and communication expectations.

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ChangeExcel · 7 KB

Change Management Plan

Plan stakeholder readiness, communications, training, adoption activities and reinforcement.

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Knowledge Resources

Read what is useful. Apply what fits.

Focused material based on patterns seen in complex project and transformation environments.

Guides

Longer practical references for governance, reporting, stakeholder management and project recovery.

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Articles

Direct perspectives on delivery discipline, vendor accountability and requirements.

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Insights

Shorter observations on leadership behaviour, decision patterns and early warning signals.

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