Free tools and guides

Practical help for common project problems

Use a tool when you need to work something through, or a guide when you need the basics explained without unnecessary theory.

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01

12-point diagnostic

Project health check

Review what you know about your project, what still might be unclear, and what you need to investigate first.
Run the health check
02

Diagnostic, guides + Excel workbook

AI project delivery

Manage readiness, distinctive risks, governance questions, evidence and human oversight on an AI-enabled project without uploading project data.
Explore AI project delivery
03

Guide + free Excel register

Managing project risks

Understand risk concepts such as likelihood, impact, current and residual risk, mitigation, contingency and how to keep a useful risk register.
Read the risk guide
04

Guide + free Excel workbook

Stakeholder management

Identify the people who can affect the project, understand what matters to them and plan how you will work with them.
Read the stakeholder guide
05

Practical guide

Communication planning

Build a simple communication plan around what each stakeholder needs to know, when they need it and who will provide it.
Read the comms guide
06

Practical guide

Building a project plan

Break work into deliverables, dependencies, owners and milestones, then test whether the dates are realistic.
Read the planning guide
07

Guide + Excel workbook

User acceptance testing

Plan and control UAT from requirements through tests, defects, release readiness and sign-off.
Read the UAT guide
08

Beginner practitioner guide

Project closeout & handover

Understand what needs to be completed, transferred and recorded before a project can be closed, with a construction worked-template example at the end.
Learn how to close a project

How to use these resources

Use the tools and guides that support your project.

Keep it as simple as possible. Use the areas that help you and your project, and change or drop other areas to suit your organisation's requirements.