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Use this to identify key stakeholders, evaluate their interest, power, support level and flexibility.

Use this tool to find the most useful user stories in your backlog of tasks for your agile marketing sprints.

Use this template to help you create a reporting tool that you can use to communicate project status.

A form to approve project change requests to ensure timelines/budgets are adjusted.

Use this Agile Marketing tool to ensure lessons learned during each Sprint are leveraged.

Use this Agile Marketing tool to find the most useful user stories or tasks for your Sprints.

Use this Agile Marketing tool to organize and visually show the context for tasks.

A worksheet to divide the project into tasks and organize by 5 stages.

A framework to measure completed projects based on 8 key aspects.

A form that standardizes and documents project deliverable approval.

A checklist to help you mitigate risks and ensure success on your project.

A form that standardizes and documents requests for new projects.

A template to define the procurement requirements framework for a project.

Use this to clarify roles and responsibilities in cross-functional/departmental projects and processes.

A form that establish formal acceptance of the project’s deliverables.

Use this template to set and track your overall project budget.

A tool to define the communications requirements for the project and identify how information will be distributed.

A template to help you conduct an objective and rational analysis of the strengths and weaknesses of a proposed project.

A checklist to ensure project tasks have been completed and the project can be closed.

A worksheet for setting start and end dates for project tasks and milestones.

Our CRM Project Charter establishes a clear project scope, decision rights, and executive sponsorship for a CRM project.


Use this step-by-step playbook and set of premium tools and templates to develop an Agile Marketing plan that supports your company’s goals & objectives.

Use this to establish a clear project scope, decision right, and executive sponsorship for the social media marketing project.

A tool to create a work breakdown structure (WBS) by organizing the project's deliverables into manageable tasks.

Use this template to create a guide for project execution and control.