Project Management Playbook

Resource Overview

Use this step-by-step playbook and set of 37 premium tools and templates to create a comprehensive approach to project management.

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Our Project Management Playbook is a planning methodology that highlights our premium tool-kit of 37 tools & templates to help you develop a comprehensive approach to project management. 

Demand Metric playbooks are step-by-step guides that help you build strategic processes using "Best Practices" and other Demand Metric tools & templates.  For background info on Demand Metric playbooks (aka methodologies), read our blog post: Much Ado About Methodologies.

Stages of this playbook include:

  1. Initiate
  2. Plan
  3. Execute
  4. Control
  5. Close

There are 37 premium tools & templates linked inside of this playbook to facilitate the process:

  1. Project Management Maturity Assessment
  2. Project Management Office Charter
  3. Project Portfolio Template
  4. Project Prioritization Tool
  5. Business Case Template
  6. Feasibility Study Template
  7. Stakeholder Analysis Matrix
  8. Project Charter Template
  9. Key Success Factors Tool
  10. Work Breakdown Structure Template
  11. Responsibility Assignment Matrix
  12. Project Management Template
  13. Project Budget Template
  14. Risk Management Plan Template
  15. Risk Analysis Fishbone Template
  16. Change Management Plan Template
  17. Project Approval Form
  18. Project Plan Template
  19. Change Management Readiness Assessment
  20. Change Management Strategy Scorecard
  21. Project Communications Plan
  22. Meeting Minutes Template
  23. Quality Management Plan Template
  24. Issue Log Template
  25. Project Change Request Form
  26. Project Status Report Template
  27. Deliverable Approval Template
  28. Project Milestones Template
  29. Earned Value Analysis Template
  30. Project Change Request Log
  31. Quality Log Template
  32. Risk Mitigation Checklist
  33. Risk Assessment Template
  34. Project Acceptance Document
  35. Post Project Evaluation Template
  36. Lessons Learned Template
  37. Project Closure Checklist