This Toolkit was created after 1,100+ hours of work by ex-McKinsey, Deloitte & BCG Consultants specialized in Project Management. It is considered the world's best & most comprehensive Project Management Toolkit. It includes all the Frameworks, Tools & Templates required to improve the Project Management Capability of your organization & excel as a Project Manager. Powerpoint and Excel version Downloadable at www.slidebooks.com
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