Tools & Templates

Partnership Marketing Agreement

Partnership Marketing Agreement – Use this tool as a framework to create a formalized Partnership Marketing Agreement between your organization and a partner organization.

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Post-Project Evaluation

Post-Project Evaluation - Use this tool to evaluate finished projects based on: Overall Project Assessment, Scope Management, Quality of Deliverables, Key Accomplishments, Opportunities for Improvement, Future Considerations, Best Practices Developed.

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Project Manager Job Description

Project Manager Job Description – Use this template to complete a Project Manager Job description.

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Partnership Application Form

Partnership Application Form – Use this customizable tool to formalize and standardize the partnership application process in your organization.

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Project Management Maturity Assessment

Project Management Maturity Assessment – Use this tool to measure your Project Management Maturity across 9 key project management perspectives: Scope, Time, Cost, Quality, HR, Integration, Communications, Risk, and Procurement.

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Priority Index Tool

Priority Index Tool – Use this priority indexing tool to evaluate the feasibility, strategic fit, and risk, for each of your proposed initiatives.

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Meeting Minutes Template

Meeting Minutes Template - Use this template to document meeting discussions and action items.

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Product Development Charter

Product Development Charter - The purpose of this tool is to facilitate the development of a Product Development Charter. A Product Development Charter is a helpful tool for communicating proposed Product details and making resource allocation decisions.

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Sales Support Checklist

Sales Support Checklist - Use this Sales Support Checklist to ensure you have provided all the tools your sales team will need.

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Sales Analysis Tool

Sales Analysis Tool – Use this tool to analyze product/service sales, channel sales, sales by representative, market segments, and sales team goals.

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