Playbooks & Tools
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Product Portfolio Analysis Quick Win
Quick Wins January 1, 2026The Product Portfolio Analysis Template evaluates products based on growth rates, profitability, and market share, clearly segmenting high-performing products from those needing intervention.
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Product Portfolio Summary Quick Win
Quick Wins January 1, 2026The Product Portfolio Summary Template provides structured visibility into product details, competitive dynamics, and value propositions, allowing for the identification of opportunities for strategic optimization.
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Product Profitability Analysis
Tools January 1, 2026A tool to compare the profitability of various products in your portfolio.
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Product Roadmap Template
Tools January 1, 2026A template to analyze market needs, trends, products, and technology required to produce new products.
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Product Sales Analysis Tool
Tools January 1, 2026Use this to compare actual sales vs. planned sales for each product.
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Product Sales Performance Analysis Quick Win
Quick Wins January 1, 2026The Product Sales Performance Analysis Template helps capture and communicate key sales metrics such as revenue, margin, growth rates, and market share, so your team can derive actionable insights for strategic decisions.
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Product Solution Snapshots Quick Win
Quick Wins January 1, 2026The Product Solution Snapshot Template provides a concise, structured overview of your product lines, including key metrics, competitive threats, recent wins/losses, and value propositions.
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Product Success Drivers Quadrant
Tools January 1, 2026A PowerPoint explaining success drivers: strategy, process definition, portfolio management, and skills.
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Professional Development Plan
Tools January 1, 2026A template for assessing past performance and establishing objectives for improving performance.
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Project Acceptance Document
Tools January 1, 2026A form that establishes formal acceptance of the project
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Project Approval Form
Tools January 1, 2026A form that standardizes and documents requests for new projects.
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Project Budget Template
Tools January 1, 2026Use this template to set and track your overall project budget.
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Project Change Request Form
Tools January 1, 2026A form to approve project change requests to ensure timelines/budgets are adjusted.
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Project Change Request Log
Tools January 1, 2026A tool to help you keep track of project changes.
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Project Charter Template
Tools January 1, 2026An 8-page project charter template that documents purpose, scope and project plan.
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Project Closure Checklist
Tools January 1, 2026A checklist to ensure project tasks have been completed and the project can be closed.
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Project Communications Plan
Tools January 1, 2026A tool to define the communications requirements for the project and identify how information will be distributed.
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Project Management Framework
Tools January 1, 2026Use this project management framework to define the activities required to successfully create, plan, and execute a project management plan.
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Project Management Maturity Assessment
Tools January 1, 2026Use this assessment to measure your project management capabilities.
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Project Management Office Charter
Tools January 1, 2026A project management office (PMO) charter to document scope, decision rights, and executive sponsorship.
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