TemplateTemplate / formProgram Scope Management PlanWhen and how should program scope management plan be applied?
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TemplateTemplate / formProgram Scope Management PlanWhen and how should program scope management plan be applied?
OperationsFramework / modelProject and programme analyticsWhen and how should project and programme analytics be applied?Establish the analytics approach when a project or programme is authorised, then use it throughout definition, delivery, transition and review.
OperationsFramework / modelObjective-oriented project planning (OOPP)How can a team connect project activity to measurable outcomes, strategic purpose, evidence, and external assumptions?Use OOPP when a project is strategically important, involves several functions, or depends on behaviour and conditions that the delivery team cannot create directly. It is also useful when:
OperationsTemplate / formObjective-oriented project planning matrixHow should a team document and test the complete causal design of a project before and during delivery?
TemplateTemplate / formProgram Risk Management PlanHow can program risk management plan improve people, teams, or organisational effectiveness?
TemplateTemplate / formProgram Management PlanHow can program management plan support strategic choice or positioning?
TemplateTemplate / formProgram Communications Management PlanHow can program communications management plan support strategic choice or positioning?
TemplateTemplate / formProgram Final ReportHow can program final report improve people, teams, or organisational effectiveness?
TemplateTemplate / formProgram Financial PlanWhen and how should program financial plan be applied?
TemplateTemplate / formProgram Business CaseHow can program business case support strategic choice or positioning?
TemplateTemplate / formSchedule Management PlanHow can schedule management plan improve people, teams, or organisational effectiveness?
TemplateTemplate / formProgram Financial FrameworkWhen and how should program financial framework be applied?
OperationsTemplate / formProject briefWhat problem, outcome, scope, approach, ownership, and decision does a proposed project require?
TemplateTemplate / formRisk Management Planning Meeting AgendaHow can risk management planning meeting agenda support strategic choice or positioning?
TemplateTemplate / formProgram Requirements DocumentHow can program requirements document improve people, teams, or organisational effectiveness?
TemplateTemplate / formProgram RoadmapHow can program roadmap support strategic choice or positioning?
OperationsFramework / modelProject cost variance (PCV)How can project cost variance (pcv) improve people, teams, or organisational effectiveness?Answer the key performance question: “To what extent are our projects delivered on budget?”
TemplateTemplate / formProgram Risk RegisterHow can program risk register support strategic choice or positioning?
TemplateTemplate / formProgram Issues RegisterWhen and how should program issues register be applied?
TemplateTemplate / formProgram Stakeholder Inquiry RegisterHow can program stakeholder inquiry register improve people, teams, or organisational effectiveness?
TemplateTemplate / formProgram Benefits StatementWhen and how should program benefits statement be applied?
People & OrganisationDecision guideTeam-working group-project classifierDoes a body of work need a durable team, a temporary working group, or a bounded project?Use the team working group project classifier when several reasonable paths exist in team development, the trade offs cannot all be removed, and the decision needs to be explained later. Agree how outcome, duration, and interdependence will be judged before advocating an option.
OperationsTemplate / formProgram status updateWhat changed, why, what is at risk, and what help is needed?
TemplateTemplate / formChange Management PlanHow can change management plan improve people, teams, or organisational effectiveness?
TemplateTemplate / formProgram Review AgendaHow can program review agenda support strategic choice or positioning?
TemplateTemplate / formQuality Management PlanHow can quality management plan improve people, teams, or organisational effectiveness?
TemplateTemplate / formProgram MandateHow can program mandate support strategic choice or positioning?
TemplateTemplate / formProgram Resource PlanHow can program resource plan improve people, teams, or organisational effectiveness?
FinanceFramework / modelValue-based managementHow can value-based management support strategic choice or positioning?Use VBM to set goals, evaluate strategy and performance, allocate capital, design incentives, communicate with investors and value businesses or projects. Traditional accounting measures such as earnings per share or return on equity can report profit without charging fully for the opportunity cost of invested capital. VBM makes that charge explicit.
Organisational behaviourFramework / modelRisk managementHow can risk management support strategic choice or positioning?Use risk management whenever uncertain events or conditions could materially affect objectives. The depth should match the stakes, reversibility and velocity of the decision.
StrategyMatrix / portfolioThe risk management matrixHow can the risk management matrix support strategic choice or positioning?Use the matrix as a call to action: identify how transfer, mitigation or redesign could make a strategy more robust.
OperationsFramework / modelProgram WBSHow can program wbs support strategic choice or positioning?Use a program WBS when the program needs a common structure for scope, planning, reporting and control across multiple projects and non project work.
Organisational behaviourTemplate / formLearning journey mapWhat should a learner know and do before, during, and after a structured program?
People & OrganisationTemplate / formBoard meeting preparation planHow should management prepare board members so meeting time is used for strategy and decisions?
People & OrganisationTemplate / formManager-of-managers one-to-oneWhat should a recurring conversation with a manager cover beyond project status?
Organisational behaviourFramework / modelRole-based enablement architectureHow should a learning program map role-specific jobs to content, practice, support, and assessment?Use the role based enablement architecture when people working on enablement and learning are using different mental models for roles, jobs, and proficiency, and that difference is changing choices or coordination.
TemplateTemplate / formProgram Governance PlanHow can program governance plan support strategic choice or positioning?
TemplateTemplate / formProgram Benefits Sustainment PlanHow can program benefits sustainment plan support strategic choice or positioning?
TemplateTemplate / formProgram Performance ReportHow can program performance report support strategic choice or positioning?
OperationsTemplate / formProgram health scorecardIs a program healthy across outcomes, delivery, dependencies, risk, capacity, and stakeholder confidence?
TemplateTemplate / formProgram Closure RecommendationHow can program closure recommendation support strategic choice or positioning?
TemplateTemplate / formProgram Scope StatementHow can program scope statement support strategic choice or positioning?
OperationsFramework / modelProject schedule variance (PSV)How can project schedule variance (psv) improve people, teams, or organisational effectiveness?Answer the key performance question: “To what extent are our projects delivered on schedule?”
TemplateTemplate / formProgram CharterHow can program charter support strategic choice or positioning?
TemplateTemplate / formProgram Quality ChecklistHow can program quality checklist improve people, teams, or organisational effectiveness?
StrategyMatrix / portfolioAnsoff’s matrix and product market gridHow can ansoff’s matrix and product market grid support strategic choice or positioning?The appropriate route to corporate growth depends on the risk the organisation can accept, its current portfolio of products and markets, and whether it intends to build around existing or new offers and customers. Systematic planning begins with a clear view of the distance between today’s position and the desired future one. The product/market grid and the later Ansoff cube help managers describe that gap and identify possible growth directions.
StrategyTemplate / formQuarterly business reviewHow should a team connect past outcomes, current metrics, next priorities, risks, and leadership asks?
OperationsFramework / modelProgram Roadmap DiagrammingHow can program roadmap diagramming support strategic choice or positioning?Use the roadmap to communicate how major program outcomes, milestones and benefits unfold over time.