Templates & Tools

Click on any image to go directly to our website.

FREE TEMPLATES:  IT Balanced Scorecard with Project Portfolio templates, Project Analysis Questionnaire, Project Cost Performance Worksheet, Product Concept Template, Project Charter Template, Project Management Plan Template, IT System Go-Live Template, Project Closure Template, Business Culture Questionnaire, RACI(S) Guide and Template and Stakeholder Analysis Tool.

 

 

Strategic alignment, value measurements and prioritization helps company’s make good investment decisions.  Don’t waste your money on expensive software!   This Business Value Toolkit gives you everything you need to develop a 3G Balanced Scorecard and measure the value of strategic initiatives, organize strategic and legacy technologies into project portfolios, prioritize projects that have high business impact, analyze the value of existing technologies with lower business impact, and use Cause & Effect diagrams to identify all of the work and create tactical action plans.  Also see our Strategy to Action Plan Template used to develop an action plan with metrics and measure that link directly to you Balanced Scorecard.

 

 

Are you ready to start using Software as a Service?  This template provides everything you need to develop a plan and schedule to migrate users and data to any cloud-based SaaS solution regardless of the service provider.  Use it to establish a scope and process that describes how user access, authentication and data are moved to SaaS in the cloud.

 

 

 

Are you an IT Project Manager looking for a lean infrastructure implementation or migration process? Our IT models leverage ITIL Service Strategy, ITIL Infrastructure Management and ITIL Service Operations plus IT experience to shape rapid, efficient IT project delivery methods, processes and checklists you can use to plan and deliver IT projects.  IT infrastructure implementations, IT Infrastructure Migrations, IT Implementation & Software Development.  Very popular with IT Project Managers who design, build, test, turn-up and migrate servers, routers and other hardware devices, platforms or software services.

 

 

IT Infrastructure Implementation Plan Template must become an essential part of your PM Toolkit if you deploy or implement IT infrastructure.  If you upgrade or change infrastructure from one system, platform or location to another the IT Migration Plan Template helps you document a migration plan that details all activities that take place before, during and after a migration.  Used by IT and Software Development Project Managers, the Implementation Support Matrix template guarantees support personnel are ready and available before, during and after launch for up to 7 weeks.

 

 

Six Sigma DMAIC Define Phase Toolkit contains the tools and templates you need to complete the Define Phase of DMAIC plus other resources to complete the preliminary steps of recognition, strategy alignment and prioritization:  Balanced Scorecard to define how your DMAIC project aligns with business strategy, Success Metrics & Measures to plan and track project performance to plan, Financial Impact & Forecasting Tools to determine business value impact, Cause & Effect Diagram, RACIS Matrix, Project Definition worksheet to define and scope the business problem, identify processes & CTXs, define business, primary, consequential and financial metrics, Macro Process Mapping Templates to create high-level process flows and Project Scorecard.

 

 

Planning & Reporting Templates.  Be the first to impress your colleagues, executives and clients with a Project or Program Scorecard!  Introduce your project or program as an instrument for implementing and managing business change using our Program Strategy Presentation Template.  Our Business Case Template helps you link projects, programs or products to strategic objectives, cost estimates, financial benefits and business risk.  The VyrtuNet Project Workbook is a collection of project planning, tracking, and reporting tools designed in one MS Excel® spreadsheet.

 

 

 

Are you a P3M3 enthusiast or consultant looking for a tool to record results for P3M3 Self-Assessments? This tool also calculates assessment levels and mean metrics for each P3M3 perspective and discipline.  Individual worksheets for each discipline to record results.  Assessment Results Summary page that is fully automated.  You set the target levels then it calculates self-assessment levels for each discipline.  Plus a P3M3 Self-Assessment Scorecard report.

 

 

 

MS Project© schedule templates to accompany all process and checklists: IT infrastructure and migration, software development and product development.  All schedule templates include detailed phases and tasks for design, development, installation, end-to-end test, go-live, launch and/or migration displayed as tracking Gantt charts.

 

 

 

Project Management Templates:  Project Management Process & Checklist that aligns with the PMI standard project phases: initiation, planning, execution, control and closure and checklist that details all project phase inputs, activities, deliverables and exit criteria.  It’s great for new project managers who want to understand the basic process elements of project management.  Communications Management Plan Template, Risk Management Plan Template and one page Project Dashboard.

 

 

 

If you design and build new products the Product Development Process & Checklist is a detailed process for each phase of product development including concept, design, development, test, launch and transition.  It includes all inputs, activities, deliverables, quality checks and exit criteria for each development phase.  Ideal for Project or Product Managers building or manufacturing tangible products.  The Product Release Report Template helps Product Managers validate the completeness of the product design, development and test activities prior to customer release.

 

 

Product Development Plan template is the most comprehensive template of its kind on the Web.  Executive Summary, Value Proposition, Business Justification, Market Analysis & Sales Forecast, Quality Management Plan & KPIs, Project Management Plan, Cost Performance & CPIs, Product Requirements Plan, Development & Test Process Description, Product Life Cycle Management, Test & Release Plan, Component Decomposition Guide, Requirements Validation Matrix.