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Project Management Toolkit: Frameworks, Tools & Templates
The document outlines essential project management frameworks and tools designed to enhance organizational capabilities and productivity, created by former management consultants. Key elements include a detailed initiative prioritization matrix to assess potential initiatives based on impact and effort, along with a variety of templates for business cases, stakeholder management, and change management. It emphasizes using the right tools to streamline project management processes and improve outcomes, ultimately saving time and resources.
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Project Management Toolkit: Frameworks, Tools & Templates
- 1. 1 Top Project Management Frameworks& Tools Created by Management Consultants, previously from Deloitte, McKinsey & BCG
- 2. 22 Aurelien Domont Slidebooks Consulting ManagingDirector Improve the project management capability of your organization by leveraging premium project Management Frameworks & Tools Impress your stakeholders and boost your career Be more productive & save 500+ hours of work Objectives
- 3. 33 Table of Content 1.Builda Business Case 2.Initiate the Project 3.Plan 4.Implement 5.Close 6.Ensure Efficient Change Management • Business Case Template • Financial Model Template • Initiative Prioritization Matrix • Project Charter • RACI Matrix • Stakeholder Matrix • High-Level Project Plan • Detailed Project Plan • Risk Register • Issue Register • Project Dashboard • Parking Lot • Punch List • Post Project Evaluation Report • ADKAR Model • Audience Identification Matrix • Business Roadmap • Change Lean Canvas • Change Commitment Curve • Change Personal Transition Curve • Change Impact Assessment • Innovation Adoption Curve • Maslow Hierarchy of Human Needs • Maturity Model • Prosci 3-Phase Process • Resistance Management Plan • Sponsorship Plan • Training Plan • Change Impact Assessment Matrix • Channel Matrix • Coaching Plan • Communication Plan • Communication Channel Tool • Four Stages of Team Development • Heart & Mind Human Drivers
- 4. 44 Table of Content 1.Builda Business Case 2.Initiate the Project 3.Plan 4.Implement 5.Close 6.Ensure Efficient Change Management • Business Case Template • Financial Model Template • Initiative Prioritization Matrix • Project Charter • RACI Matrix • Stakeholder Matrix • High-Level Project Plan • Detailed Project Plan • Risk Register • Issue Register • Project Dashboard • Parking Lot • Punch List • Post Project Evaluation Report • ADKAR Model • Audience Identification Matrix • Business Roadmap • Change Lean Canvas • Change Commitment Curve • Change Personal Transition Curve • Change Impact Assessment • Innovation Adoption Curve • Maslow Hierarchy of Human Needs • Maturity Model • Prosci 3-Phase Process • Resistance Management Plan • Sponsorship Plan • Training Plan • Change Impact Assessment Matrix • Channel Matrix • Coaching Plan • Communication Plan • Communication Channel Tool • Four Stages of Team Development • Heart & Mind Human Drivers
- 5. 55 Initiative Prioritization Matrix Purpose TheInitiative Prioritization Matrix will help you prioritize all your potential initiatives based on the following 2 criteria: Impact Effort An initiative with a high impact would mean one of the followings: • The initiative needs to happen in order to achieve the desired future state • The initiative will significantly reduce our cost or increase our revenue The “Effort” criteria is assessed based on the followings: • Ease of implementation • Time frame required • Resources required (Number of people, capital investment, etc.)
- 6. 66 Initiative Prioritization Matrix Description Impact Effort Prioritizationmatrix LowHigh Low High Longer term initiatives (actively work to reduce required effort) Initiatives to be prioritized Unattractive initiatives (do not pursue) Low value initiatives (pursue opportunistically) The focus should be on the initiatives that have a high impact and require a low effort
- 7. 77 Initiative Prioritization Matrix Description Seebelow the 4 steps to follow to easily prioritize your list of potential initiatives Assess the impact & effort level associated with each initiative Position each initiative on the matrix Mainly focus on the initiatives located in the top right of the matrix 2 3 4 List all your potential initiatives 1
- 8. 88 Initiative Prioritization Matrix Step1: List all your potential initiatives Initiative name Insert the name of the potential initiative Insert the name of the potential initiative Insert the name of the potential initiative Insert the name of the potential initiative Insert the name of the potential initiative Insert the name of the potential initiative Insert the name of the potential initiative Insert the name of the potential initiative Insert the name of the potential initiative Insert the name of the potential initiative Insert the name of the potential initiative Insert the name of the potential initiative Insert the name of the potential initiative Insert the name of the potential initiative Insert the name of the potential initiative Insert the name of the potential initiative
- 9. 99 Initiative Prioritization Matrix Step2: Assess the impact & effort level associated with each initiative Initiative name Impact Effort Insert the name of the potential initiative Very high Very high Insert the name of the potential initiative High High Insert the name of the potential initiative Low Low Insert the name of the potential initiative Very low Very low Insert the name of the potential initiative Insert the name of the potential initiative Insert the name of the potential initiative Insert the name of the potential initiative Insert the name of the potential initiative Insert the name of the potential initiative Insert the name of the potential initiative Insert the name of the potential initiative Insert the name of the potential initiative Insert the name of the potential initiative Insert the name of the potential initiative Insert the name of the potential initiative
- 10. 1010 Initiative Prioritization Matrix Step3: Position each initiative on the matrix Impact Effort LowHigh Low High 1.Insert the name of your initiative 2.Insert the name of your initiative 3.Insert the name of your initiative 4.Insert the name of your initiative 5.Insert the name of your initiative 1.Insert the name of your initiative 2.Insert the name of your initiative 3.Insert the name of your initiative 4.Insert the name of your initiative 5.Insert the name of your initiative 1.Insert the name of your initiative 2.Insert the name of your initiative 3.Insert the name of your initiative 4.Insert the name of your initiative 5.Insert the name of your initiative 1.Insert the name of your initiative 2.Insert the name of your initiative 3.Insert the name of your initiative 4.Insert the name of your initiative 5.Insert the name of your initiative Initiative Prioritization Matrix
- 11. 1111 Initiative Prioritization Matrix Step4: Mainly focus on the initiatives located in the top right of the matrix Impact Effort LowHigh Low High 1.Insert the name of your initiative 2.Insert the name of your initiative 3.Insert the name of your initiative 4.Insert the name of your initiative 5.Insert the name of your initiative 1.Insert the name of your initiative 2.Insert the name of your initiative 3.Insert the name of your initiative 4.Insert the name of your initiative 5.Insert the name of your initiative 1.Insert the name of your initiative 2.Insert the name of your initiative 3.Insert the name of your initiative 4.Insert the name of your initiative 5.Insert the name of your initiative 1.Insert the name of your initiative 2.Insert the name of your initiative 3.Insert the name of your initiative 4.Insert the name of your initiative 5.Insert the name of your initiative Initiative Prioritization Matrix
- 12. 1212 Table of Content 1.Builda Business Case 2.Initiate the Project 3.Plan 4.Implement 5.Close 6.Ensure Efficient Change Management • Business Case Template • Financial Model Template • Initiative Prioritization Matrix • Project Charter • RACI Matrix • Stakeholder Matrix • High-Level Project Plan • Detailed Project Plan • Risk Register • Issue Register • Project Dashboard • Parking Lot • Punch List • Post Project Evaluation Report • ADKAR Model • Audience Identification Matrix • Business Roadmap • Change Lean Canvas • Change Commitment Curve • Change Personal Transition Curve • Change Impact Assessment • Innovation Adoption Curve • Maslow Hierarchy of Human Needs • Maturity Model • Prosci 3-Phase Process • Resistance Management Plan • Sponsorship Plan • Training Plan • Change Impact Assessment Matrix • Channel Matrix • Coaching Plan • Communication Plan • Communication Channel Tool • Four Stages of Team Development • Heart & Mind Human Drivers
- 13. 1313 To download allthe Project Management Tools & Frameworks in Powerpoint & Excel, click below: Download Now
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- 15. 1515 Team Charter (Template#1) Project name: Sponsor: Insert in this box what business issue will this project address Insert in this box the objective of this project Problem statement Objective • Insert what is in-scope • Insert what is in-scope • Insert what is in-scope • Insert what is in-scope • Insert what is in-scope • Insert what is in-scope In-scope • Insert what is out-of-scope • Insert what is out-of-scope • Insert what is out-of-scope • Insert what is out-of-scope • Insert what is out-of-scope • Insert what is out-of-scope Out-of-scope • Budget: Insert your own text • Project Manager: Insert your own text • Key Team Members: Insert your own text • Key Stakeholders: Insert your own text Resources • Insert the name and target date of the milestone • Insert the name and target date of the milestone • Insert the name and target date of the milestone Key milestones
- 16. 1616 Team Charter (Template#2) Project name: Sponsor: Insert in this box what business issue will this project address Insert in this box the objective of this project Problem statement Objective • Insert what is in-scope • Insert what is in-scope • Insert what is in-scope • Insert what is in-scope • Insert what is in-scope • Insert what is in-scope In-scope • Insert what is out-of-scope • Insert what is out-of-scope • Insert what is out-of-scope • Insert what is out-of-scope • Insert what is out-of-scope • Insert what is out-of-scope Out-of-scope • Budget: Insert your own text • Project Manager: Insert your own text • Key Team Members: Insert your own text • Key Stakeholders: Insert your own text Resources • Insert the name and target date of the milestone • Insert the name and target date of the milestone • Insert the name and target date of the milestone Key milestones
- 17. 1717 Table of Content 1.Builda Business Case 2.Initiate the Project 3.Plan 4.Implement 5.Close 6.Ensure Efficient Change Management • Business Case Template • Financial Model Template • Initiative Prioritization Matrix • Project Charter • RACI Matrix • Stakeholder Matrix • High-Level Project Plan • Detailed Project Plan • Risk Register • Issue Register • Project Dashboard • Parking Lot • Punch List • Post Project Evaluation Report • ADKAR Model • Audience Identification Matrix • Business Roadmap • Change Lean Canvas • Change Commitment Curve • Change Personal Transition Curve • Change Impact Assessment • Innovation Adoption Curve • Maslow Hierarchy of Human Needs • Maturity Model • Prosci 3-Phase Process • Resistance Management Plan • Sponsorship Plan • Training Plan • Change Impact Assessment Matrix • Channel Matrix • Coaching Plan • Communication Plan • Communication Channel Tool • Four Stages of Team Development • Heart & Mind Human Drivers
- 18. 1818 To download allthe Project Management Tools & Frameworks in Powerpoint & Excel, click below: Download Now