Templates and Tools

Structured documents built from real delivery practice, not generic frameworks.

Each pack reflects the actual documents used in complex enterprise delivery. They have been built specifically for the governance and accountability requirements that apply to significant technology programs in regulated and public sector environments. Adapt and use immediately.

Project Recovery Pack

Templates + Guides

Best for: Senior PMs recovering a stalled or failing program

A structured toolkit for diagnosing, resetting and recovering a failing technology project.

  • Project Health Diagnostic
  • Recovery Assessment Workbook
  • Stakeholder Reset Plan
  • Executive Reset Briefing
  • Re-Baselined Delivery Roadmap
  • Vendor Remediation Plan
  • Risk Re-Baselining Workbook
  • 30 / 60 / 90 Day Recovery Plan
  • Steering Committee Recovery Pack
Featured

Enterprise Technology Business Case Pack

Templates + Guides

Best for: Leaders building investment proposals for delegate approval

Structured templates for building investment proposals that withstand scrutiny from finance, central agency and executive reviewers.

  • Business Case Template
  • Executive Summary Examples
  • Benefits Framework
  • Cost Estimate Structure
  • Risk Register
  • Governance Model
  • Approval Checklist

Procurement Evaluation Pack

Templates + Guides

Best for: PMs and procurement teams running a restricted tender

Evaluation criteria, scoring guides and BAFO frameworks for running a probity-sound technology RFP.

  • RFP Evaluation Plan
  • Technical Evaluation Matrix
  • Commercial Evaluation Matrix
  • Supplier Clarification Register
  • BAFO Request Template
  • Recommendation Report Structure
  • Probity Checklist

Steering Committee Reporting Pack

Templates + Guides

Best for: Program managers establishing or resetting committee governance

A complete reporting framework for executive and board-level program governance.

  • Status Report Template
  • Executive Dashboard
  • RAID Register
  • Decision Register
  • Escalation Paper
  • RAG Rating Guide
  • Steering Committee Agenda
  • Action Register

In Development

Additional tools and bundles not yet available for purchase.

Project Recovery Checklist Pro

Not yet available

$49 AUD

  • Health diagnostic checklist
  • Stakeholder confidence scorecard
  • 30-day recovery action planner
  • Steering committee escalation prompt sheet

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Enterprise Delivery Governance Bundle

Not yet available

All four packs

The complete set: Project Recovery Pack, Business Case Pack, Procurement Evaluation Pack and Steering Committee Reporting Pack together at a bundle price.

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Not ready to purchase? Start with the free tools.

Free checklists for project recovery, business case readiness, procurement evaluation and steering committee reporting. Available to newsletter subscribers on launch.

View free tools