Project Governance
These templates and resources provide a solid foundation
for
how I manage projects.
Ideation
Transform your vision into clear, measurable, and strategic directives with business acumen.
Planning
Craft detailed roadmaps, tactics, and playbooks to execute your directives effectively.
Execution
With clearly defined, measurable plans, the only step left is seamless execution.
Monitoring
Often overlooked, yet crucial. Monitoring ensures success both during and after project closure.
Ideation
Project Initialization
Every great project begins with clarity, and that’s what the Project
Ideation phase is all about.
This is where big ideas get
grounded in reality, objectives take shape, and priorities are
set.
The crown jewel of this phase? The Project Charter—a
one-stop document that answers the what, why, who, and how of your project.
Planning
Project Definition and Planning
Good Goals
Business Requirements
A BRD defines what the business needs. It outlines the project’s objectives, scope, and high-level requirements from the perspective of the business stakeholders.
Think of it as the “why” and “what” behind the project.
Good Resources
Project Resource Plan
The PRP details who and what is needed to deliver the project successfully. It covers resources like team roles, tools, budget, and timelines.
It ensures the project has the right people and assets allocated.
Good Plans
Project Plan and WBS
The WBS breaks the project into manageable tasks and deliverables, showing how the work will get done. Combined with the project plan, it sequences these tasks, sets deadlines, and establishes dependencies.
It’s the roadmap for execution.
Execution
Project Implementation
Professional Designs and Plans
Comprehensive documentation forms the backbone of any successful project.
These designs and plans provide the detailed framework for execution, ensuring alignment between stakeholders, developers, and end-users. From defining functional requirements to mapping technical specifications, these documents bridge the gap between vision and implementation.
Read the following Professional Design and Plan Templates:
Quality Control
Quality assurance is critical to project success.
These documents outline the criteria and processes for testing deliverables at every stage, ensuring they meet technical and business requirements. By rigorously evaluating functionality and user acceptance, these controls mitigate risks and safeguard project outcomes.
Read the following Quality Control Templates:
Transition Management
Seamless transition is essential for project continuity.
These plans address all aspects of change management, support, communication, and training to ensure a smooth handover to operational teams. By anticipating challenges and preparing stakeholders, these documents ensure the project delivers sustained value beyond implementation.
Read the following Transition Management Templates.
Ship, Roll Out, Go Live!
The culmination of your project’s journey requires meticulous planning and evaluation.
These documents guide the final stages, ensuring all deliverables meet standards and are ready for deployment. From rollout checklists to retrospective reviews, these resources enable a successful launch and continuous improvement.
Read the following Closure templates:
Monitoring
Project Monitoring and Controlling
Project Kick-off Meeting
The foundation of every successful project begins here. This template ensures a structured kick-off by aligning stakeholders, defining objectives, and setting expectations from day one.
Executive Summary Report
A high-level overview that captures the essence of your project. This report distills critical updates, milestones, and outcomes for quick yet impactful decision-making.
Project Tracker
Stay on top of your project with this comprehensive tracker. Monitor tasks, deadlines, and progress in real-time to ensure accountability and seamless execution.