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Top Project Management
Frameworks & Tools
Created by Management Consultants,
previously from Deloitte, McKinsey & BCG
22
Aurelien Domont
Slidebooks Consulting
Managing Director
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
33
Table of Content
1.Build a
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
44
Table of Content
1.Build a
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
55
Initiative Prioritization Matrix
Purpose
The Initiative 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.)
66
Initiative Prioritization Matrix
Description
Impact
Effort
Prioritization matrix
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
77
Initiative Prioritization Matrix
Description
See below 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
88
Initiative Prioritization Matrix
Step 1: 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
99
Initiative Prioritization Matrix
Step 2: 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
1010
Initiative Prioritization Matrix
Step 3: 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
1111
Initiative Prioritization Matrix
Step 4: 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
1212
Table of Content
1.Build a
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
1313
To download all the Project Management Tools &
Frameworks in Powerpoint & Excel, click below:
Download Now
1414
Team Charter
Purpose
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
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
1717
Table of Content
1.Build a
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
1818
To download all the Project Management Tools &
Frameworks in Powerpoint & Excel, click below:
Download Now

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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 Managing Director 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.Build a 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.Build a 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 The Initiative 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 Prioritization matrix 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 See below 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 Step 1: 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 Step 2: 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 Step 3: 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 Step 4: 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.Build a 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 all the Project Management Tools & Frameworks in Powerpoint & Excel, click below: Download Now
  • 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.Build a 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 all the Project Management Tools & Frameworks in Powerpoint & Excel, click below: Download Now