IMPACT Project Management Playbook


Includes an immediately applicable set of templates, videos and instructional information that is a proven system to driving high-IMPACT results through project management discipline. Let this simple structure provide you the freedom to drive change in your organization.

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The purpose of this guide, a Project Management “Playbook,” is to clarify the way your organization can perform Project Management and to help everyone involved in the project life cycle understand the methods adopted.

The Project Management Playbook provides a time-tested, flexible, and “just right” methodology to documenting and implementing the PMO Implementation Road Map, which includes:

  • A process that begins with a very basic set of tools and training to support acclimating your staff to the process of managing projects using a standard process;
  • Starting all projects at the small project level regardless of size or complexity;
  • Using a set of Core Templates, and,
  • Establishing an organization-specific Project Management Process.

For the high-IMPACT approach to achieving results, let the simple structure of this guide provide you the freedom to driving change through project management discipline.  The Playbook includes for each phase, Discovery through Value, of the Project Management Life Cycle:

  • The complete set of life cycle templates for small projects
  • Plus medium and large project templates as your organization’s process evolve;
  • Training videos for templates, process, and life-cycle;
  • Project life cycle process workflow, and,
  • Concise, easy to understand instructional information to convey the message for you and your organization.


Operations-Project Checklist

New Project Intake Worksheet

Business Case:

– with instructions 

-no instructions

Executive Dashboard

Project Level Assessment

Project Feasibility Study

Business Case with Alternatives

Project Charter: 

– with Instructions

– “No Instructions” version

Stakeholder Roles & Responsibilities

Kick-off Meeting Agenda

Executive Dashboard

Scope Statement

Project Organization

Stakeholder Engagement Plan



Staffing Plan

RACI Chart

Schedule/ timeline

Budget Planning Worksheet

Risk Register with Responses

Issues Log

Benefits Register

Communication Plan

Quality Management Plan

Agenda – Minutes

1 on 1 Meeting Agenda

Executive Dashboard

Status Meeting Requirements

Benefits Tracking

Change Impact Assessment

Individual Performance Assessment

Quality Assurance

Training Plan

Change Management Plan


Agenda – Minutes

1 on 1 Meeting Agenda

Executive Dashboard

Benefits Register

Risk Register

Issues Log

Business Requirements

Functional Requirements – Requirements Mapping

Use Case Worksheet

Test Case Template

Change Control:

– Change Request

–  Change Request Log

Transition Plan

Change Management Plan

Project Recovery:

Project Assessment & Remediation Plan

Project Assessment Checklist

Project Assessment Stakeholder Interviews

Project Assessment Documentation Review Checklist

Project SWOT Analysis


Project Mgmt. Evaluation – Change Lessons Learned

Transition Plan

Transition Planning Checklist

Project Acceptance (Meeting)

Project Documents to Archive

Project Closure Checklist

Executive Dashboard

Change Management Plan


Benefits Register

Benefits Realization Report:

– (EXCEL version)

– (PPT version)

Executive Dashboard