Project Manager's Tool Kit

The Project Manager's Tool Kit includes eleven different collaborative session kits.

 Click on any of the Session Tool Kits below to see their overviews and deliverables.
 

These sessions increase participants' ownership of their ideas, reduce their sense of risk, and accelerate project results. They can be used in the prescribed sequence or as individual sessions to meet a specific project need.



 
Each Session Kit includes everything required to plan and conduct collaborative meetings, including:
  • •Detailed agenda for the design and conduct of the session
  • •Step-by-step guide for session delivery including facilitator comments and notes
  • •All session templates with complete instructions for use

Price for each Session Kit is $500. For more information or to purchase one of the 11 kits, click here to e-mail a request.
 

 
Strategic Planning Session Kit

This session is designed to help participants identify a strategy to achieve a desired vision, gain perspective on the current state, and identify the initiatives and actions that will be required to accomplish their goals.

Outcomes and deliverables from this session include:

  • Improved understanding of the current situation
  • Alignment on the vision or goals of the proposed change
  • Agreement on the initiatives and actions required to achieve the strategic goals
  • Increased ownership of the strategy and its related initiatives or projects
  • Outcomes, scope, timing and priorities for the required initiatives or projects


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Change Management Session Kit

This session is designed to transition ownership of a project from the project team to the end users and owners of the project outcomes. This session creates ownership for the project deliverables and creates alignment for the implementation and transition plans.

Outcomes and deliverables from this session include:

  • Increased understanding of the change and impact of the project
  • Increased ownership for the project deliverables by the users
  • Increased ownership and accountability by the users for the project implementation
  • Reduced rework


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Project Design Session Kit

This session is designed to create initial project guidance including: project objectives, project scope and milestones. 

Outcomes and deliverables from this session include:

  • Overall project objectives
  • Overall project scope
  • Desired project milestones
  • Alignment and agreement between project sponsors
  • Understanding between the project sponsors and the project lead or team
  • Ownership for the overall project


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Project Kick Off Session Kit

The session is designed for use when a specific project scope and objectives have been assigned, but before a full and complete project charter and work plan have been developed. 

Outcomes and deliverables from this session include:
 
  • Verification of the project charter
  • Build out of the project plan
  • Development of individual project workstream models
  • Development of initial project workstream action plans
  • Creation of an initial integrated project action plan
  • Improved understanding and ownership among all involved in the project
  • Identification of quick hits
  • Identification of critical success factors, project risks and potential barriers


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Requirement Process Design Session Kit

This session is designed to help an organization establish a common process for requirements gathering in support of a project. This session is typically used when an organization does not have a standard process for requirements gathering, or when the approach is different enough that a standard method needs to be modified.

Outcomes and deliverables from this session include:

  • Creation of an agreed upon process for requirements gathering
  • Design of requirement templates to support the process
  • Establishment of priorities and sequencing for requirement gathering
  • Establishment of decision-making process for requirement selection
  • Join contribution and alignment between business and IT stakeholders


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Requirements Gathering Session Kit

This session is designed to aid in the gathering of requirements to support a project. This session is of great value when there is a need to gain alignment and consensus between stakeholders as to the requirements of a project.

Outcomes and deliverables from this session include:

  • Accelerated requirement gathering
  • Consensus among user groups around project requirements
  • Reduced rework
  • Establishment of requirement priorities
  • Increased ownership for the project
  • Join contribution and alignment between business and IT stakeholders


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Requirement Validation Session Kit

This session is designed to validate project requirements with one or multiple user groups. This session allows for requirement validation, and prioritization and sets proper expectations for both the project team and users as to the timing, effort and outcomes of the project. 

Outcomes and deliverables form this session include:

  • Agreement on the predefined project requirements
  • Establishment of priorities based upon those requirements
  • Increased understanding of the project effort by users
  • Increased understanding of the needs and requirements by the project team


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Communication Session Kit

This session is designed to aid in the general communication of a project. It is an interactive way to introduce users and owner groups to the project, its intended deliverables and the overall project plan.

Outcomes and deliverables form this session include:

  • Increased understanding of project intent and deliverables
  • Increased understanding of the project plan and effort
  • Creation of feedback for the project team
  • Increased ownership for the project
  • Establishment of proper expectations for the project


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Project Alignment Session Kit

This session is designed to support a project or program manager in keeping a complex project on track. The session allows the various project groups to work together to identify common barriers, leverage resources and if necessary to adjust the overall project plan. 

Outcomes and deliverables form this session include:

  • Understanding current state of the project
  • Identification of problem areas
  • Creation or modification of resource plans
  • Identification of overall project barriers and creation of plans to eliminate them
  • Realignment of project schedule
  • Decreased risk


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Lessons Learned Session Kit

This session is designed to provide a formal wrap-up of a project. This session creates useful feedback that can be incorporated into lessons learned that could be applied to future projects.

Outcomes and deliverables form this session include:

  • Review of the overall project
  • Identification of strengths and best practices emerging from the project
  • Identification of problem areas and potential improvements for other projects


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Team Building Session Kit

This session is designed to promote teamwork within a project team. The session allows participants to better understand the work at hand, evaluate their individual work style and schedule and together create a plan to maximize group performance.

Outcomes and deliverables form this session include:

  • Increased understanding of the strengths, capabilities and work styles of different project members
  • Creation of guidelines to maximize overall team proficiency
  • Identification of potential performance barriers and actions to remove them
  • Creation of a “teamwork Charter” for the project


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