Top Project Management

Frameworks & Tools

Created by Management Consultants,
previously from Deloitte, McKinsey & BCG

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 Objectives

Improve the project management capability of

your organization by leveraging premium project
Management Frameworks & Tools

Be more productive & save 500+ hours of work

Aurelien Domont
Slidebooks Consulting
Managing Director

Impress your stakeholders and boost your career

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 Table of Content

1.Build a 2.Initiate the

3.Plan 4.Implement 5.Close
Business Case Project

• Business Case • Project Charter • High-Level Project • Risk Register • Punch List
Template Plan
• RACI Matrix • Issue Register • Post Project Evaluation
• Financial Model • Detailed Project Plan Report
• Stakeholder Matrix • Project Dashboard
Template
• Parking Lot
• Initiative Prioritization
Matrix

6.Ensure Efficient Change Management

• ADKAR Model • Change Impact Assessment Matrix • Innovation Adoption Curve

• Audience Identification Matrix • Channel Matrix • Maslow Hierarchy of Human Needs
• Business Roadmap • Coaching Plan • Maturity Model
• Change Lean Canvas • Communication Plan • Prosci 3-Phase Process
• Change Commitment Curve • Communication Channel Tool • Resistance Management Plan
• Change Personal Transition Curve • Four Stages of Team Development • Sponsorship Plan
• Change Impact Assessment • Heart & Mind Human Drivers • Training Plan

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 Table of Content

1.Build a 2.Initiate the

3.Plan 4.Implement 5.Close
Business Case Project

• Business Case • Project Charter • High-Level Project • Risk Register • Punch List
Template Plan
• RACI Matrix • Issue Register • Post Project Evaluation
• Financial Model • Detailed Project Plan Report
• Stakeholder Matrix • Project Dashboard
Template
• Parking Lot
• Initiative
Prioritization Matrix

6.Ensure Efficient Change Management

• ADKAR Model • Change Impact Assessment Matrix • Innovation Adoption Curve

• Audience Identification Matrix • Channel Matrix • Maslow Hierarchy of Human Needs
• Business Roadmap • Coaching Plan • Maturity Model
• Change Lean Canvas • Communication Plan • Prosci 3-Phase Process
• Change Commitment Curve • Communication Channel Tool • Resistance Management Plan
• Change Personal Transition Curve • Four Stages of Team Development • Sponsorship Plan
• Change Impact Assessment • Heart & Mind Human Drivers • Training Plan

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 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 The “Effort” criteria is

would mean one of the
followings:
• The initiative needs to happen
in order to achieve the desired
future state
assessed based on the
followings:
• Ease of implementation
• Time frame required

• The initiative will significantly • Resources required (Number of

reduce our cost or increase our people, capital investment, etc.)
revenue

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 Initiative Prioritization Matrix
Description

The focus should be on the initiatives that have a high impact and require
a low effort
Prioritization matrix

Longer term initiatives

High (actively work to reduce required Initiatives to be prioritized
effort)

Impact

Low Unattractive initiatives Low value initiatives

(do not pursue) (pursue opportunistically)

High Low

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Effort
 Initiative Prioritization Matrix
Description

See below the 4 steps to follow to easily prioritize your list of potential
initiatives

1 List all your potential initiatives

2 Assess the impact & effort level associated with each initiative

3 Position each initiative on the matrix

4 Mainly focus on the initiatives located in the top right of the matrix

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 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

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 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

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 Initiative Prioritization Matrix
Step 3: Position each initiative on the matrix

Initiative Prioritization Matrix

1.Insert the name of your initiative
2.Insert the name of your initiative
High 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

Impact

1.Insert the name of your initiative
2.Insert the name of your initiative
Low
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

High Low
Effort
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 Initiative Prioritization Matrix
Step 4: Mainly focus on the initiatives located in the top right of the matrix

Initiative Prioritization Matrix

1.Insert the name of your initiative
2.Insert the name of your initiative
High 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

Impact

1.Insert the name of your initiative
2.Insert the name of your initiative
Low
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

High Low
Effort
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 Table of Content

1.Build a 2.Initiate the

3.Plan 4.Implement 5.Close
Business Case Project

• Business Case • Project Charter • High-Level Project • Risk Register • Punch List
Template Plan
• RACI Matrix • Issue Register • Post Project Evaluation
• Financial Model • Detailed Project Plan Report
• Stakeholder Matrix • Project Dashboard
Template
• Parking Lot
• Initiative Prioritization
Matrix

6.Ensure Efficient Change Management

• ADKAR Model • Change Impact Assessment Matrix • Innovation Adoption Curve

• Audience Identification Matrix • Channel Matrix • Maslow Hierarchy of Human Needs
• Business Roadmap • Coaching Plan • Maturity Model
• Change Lean Canvas • Communication Plan • Prosci 3-Phase Process
• Change Commitment Curve • Communication Channel Tool • Resistance Management Plan
• Change Personal Transition Curve • Four Stages of Team Development • Sponsorship Plan
• Change Impact Assessment • Heart & Mind Human Drivers • Training Plan

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 To download all the Project Management Tools &
Frameworks in Powerpoint & Excel, click below:

Download Now
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 Team Charter
Purpose

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 Team Charter (Template #1)
Project name:
Sponsor:

Problem
Insert in this box what business issue will this project address
statement

Objective Insert in this box the objective of this project

• Insert what is in-scope • Insert what is in-scope

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 out-of-scope • Insert what is out-of-scope

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

• Budget: Insert your own text

• Project Manager: Insert your own text
Resources • Key Team Members: Insert your own text
• Key Stakeholders: Insert your own text

• Insert the name and target date of the milestone

Key milestones • Insert the name and target date of the milestone
• Insert the name and target date of the milestone

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 Team Charter (Template #2)
Project name:
Sponsor:

Problem
Insert in this box what business issue will this project address
statement

Objective Insert in this box the objective of this project

• Insert what is in-scope • Insert what is in-scope

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 out-of-scope • Insert what is out-of-scope

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

• Budget: Insert your own text

• Project Manager: Insert your own text
Resources • Key Team Members: Insert your own text
• Key Stakeholders: Insert your own text

• Insert the name and target date of the milestone

Key milestones • Insert the name and target date of the milestone
• Insert the name and target date of the milestone

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 Table of Content

1.Build a 2.Initiate the

3.Plan 4.Implement 5.Close
Business Case Project

• Business Case • Project Charter • High-Level Project • Risk Register • Punch List
Template Plan
• RACI Matrix • Issue Register • Post Project Evaluation
• Financial Model • Detailed Project Plan Report
• Stakeholder Matrix • Project Dashboard
Template
• Parking Lot
• Initiative Prioritization
Matrix

6.Ensure Efficient Change Management

• ADKAR Model • Change Impact Assessment Matrix • Innovation Adoption Curve

• Audience Identification Matrix • Channel Matrix • Maslow Hierarchy of Human Needs
• Business Roadmap • Coaching Plan • Maturity Model
• Change Lean Canvas • Communication Plan • Prosci 3-Phase Process
• Change Commitment Curve • Communication Channel Tool • Resistance Management Plan
• Change Personal Transition Curve • Four Stages of Team Development • Sponsorship Plan
• Change Impact Assessment • Heart & Mind Human Drivers • Training Plan

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 To download all the Project Management Tools &
Frameworks in Powerpoint & Excel, click below:

Download Now
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