Business Case Checklist for Implementation Leads Refereeing Two Stakeholders
When two stakeholders want different outcomes from the same implementation project, the business case is your referee. A short checklist for delivery managers.
Go/No-Go Checklist for New PMs Running Hardware Projects
When forecasts on a hardware project are wrong in the same direction every time, a structured go/no-go checklist exposes the bias before sign-off. A moderate-rigor list for new project managers.
Go/No-Go Worksheet for New PMs on Enterprise Campaigns (Light Version)
A short fillable worksheet for individual contributors approaching their first go/no-go conversation on an enterprise campaign — built to expose estimation bias before sign-off.
Go/No-Go Retrospective Worksheet for Enterprise Campaign Teams
A moderate-rigor worksheet for individual contributors retrospecting on enterprise campaign go/no-go decisions — designed to surface the estimation bias that leaks into next year's gates.
Kickoff Meeting Checklist for Campaign Leads Worried About Late Feedback
When campaign teams don't get told the work is off-track until it's too late, the kickoff is where the feedback void begins. A heavy checklist for delivery managers running creative work.
Quiz: Do You Really Understand the Sponsor on Your Enterprise Software Project?
A short eight-question quiz for delivery managers on enterprise software projects — to surface whether your understanding of the sponsor matches the sponsor's actual priorities.
How Healthy Is Your Project Sponsor? A Self-Assessment for New PMs at Enterprises
A detective self-assessment that helps individual contributors at enterprises evaluate whether their sponsor is set up to actually sponsor — before the priority collisions begin.
Q4 OKR readiness checklist
A 12-item readiness check you can run in ten minutes before committing to a new OKR cycle. Built from the patterns that separate OKRs that survive Q4 from the ones that quietly disappear.
Quiz: Do You Really Understand Requirements Gathering? (Delivery Lead Edition)
A short multiple-choice quiz for delivery managers on enterprise services projects — eight questions on requirements gathering practice, with right answers and rationales.
Quiz: Do You Really Understand Requirements Gathering on Hardware Projects? (New PM Edition)
Ten multiple-choice questions for new PMs on enterprise hardware projects — testing the requirements practices that distinguish projects that finish on schedule from ones that don't.
How Healthy Is Your Scope on a Startup Software Project? A Self-Assessment for New PMs
A ten-question self-assessment for individual contributors evaluating scope health on a startup software project — to surface expansion before it forces a date slip.
How Healthy Is Your Scope Statement? A Self-Assessment for New PMs at Scale-Ups
A detective self-assessment for individual contributors at scale-ups — to evaluate whether your existing scope statement will hold up against expansion, before expansion has started.
A User Stories Retrospective Checklist for New PMs on Startup Campaigns
A focused retrospective checklist for new PMs at startups — looking back at the user stories of a just-completed campaign to identify where silent disagreement crept in, and what to change for the next one.
How Healthy Is Your WBS? A Self-Assessment for New PMs on Enterprise Campaigns
A ten-question self-assessment for individual contributors evaluating the WBS on an enterprise campaign — to surface expansion-prone gaps before they become budget surprises.