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.
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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 Final ReportHow can program final report improve people, teams, or organisational effectiveness?
TemplateTemplate / formProgram Benefits Sustainment PlanHow can program benefits sustainment plan support strategic choice or positioning?
TemplateTemplate / formProgram Financial PlanWhen and how should program financial plan be applied?
TemplateTemplate / formProgram Review AgendaHow can program review agenda support strategic choice or positioning?
TemplateTemplate / formProgram Performance ReportHow can program performance report support strategic choice or positioning?
TemplateTemplate / formProgram Business CaseHow can program business case support strategic choice or positioning?
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 / formProgram Scope Management PlanWhen and how should program scope management plan be applied?
TemplateTemplate / formProgram MandateHow can program mandate support strategic choice or positioning?
TemplateTemplate / formProgram Requirements DocumentHow can program requirements document improve people, teams, or organisational effectiveness?
TemplateTemplate / formProgram Scope StatementHow can program scope statement support strategic choice or positioning?
TemplateTemplate / formProgram RoadmapHow can program roadmap support strategic choice or positioning?
TemplateTemplate / formProgram Resource PlanHow can program resource plan improve people, teams, or organisational effectiveness?
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 CharterHow can program charter support strategic choice or positioning?
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 Quality ChecklistHow can program quality checklist improve people, teams, or organisational effectiveness?
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.
OperationsFramework / modelLinear programmingHow can linear programming support strategic choice or positioning?Use linear programming for production planning, scheduling, routing, blending, assignment, network and portfolio allocation problems where decisions are divisible or can be extended with integer constraints.
OperationsTemplate / formProgram status updateWhat changed, why, what is at risk, and what help is needed?
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 / 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 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 Benefits Transition PlanHow can program benefits transition plan support strategic choice or positioning?
OperationsTemplate / formProgram health scorecardIs a program healthy across outcomes, delivery, dependencies, risk, capacity, and stakeholder confidence?
TemplateTemplate / formProgram Communications Management PlanHow can program communications management plan support strategic choice or positioning?
TemplateTemplate / formProgram Closure RecommendationHow can program closure recommendation support strategic choice or positioning?
TemplateTemplate / formProgram Stakeholder Engagement PlanHow can program stakeholder engagement plan 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?”
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.
People & OrganisationFramework / modelStructured interview architectureHow do role criteria, common questions, work samples, rubrics, and independent scoring fit together?Use the structured interview architecture when people working on hiring and onboarding are using different mental models for role outcomes, competencies, and questions, and that difference is changing choices or coordination.
TemplateTemplate / formChange Management PlanHow can change management plan improve people, teams, or organisational effectiveness?
InnovationTemplate / formBeta briefWhat must a beta learn, from whom, under what controls, and by when?
StrategyTemplate / formCustomer-facing roadmap strategyWhat should a public or customer-facing roadmap communicate, to whom, and with what confidence?
FinanceFramework / modelValuing the firmWhen and how should valuing the firm be applied?Estimate a defensible price for an acquisition or disposal.