Project Governance Toolkit

Downloadable Resources, Instant Access

Collaborate with architects (across various disciplines), functional managers, business analysts, leads, directors and others on analysis, design, and development associated with the implementation of ERP and information system solutions.

More Uses of the Project Governance Toolkit:

  • Prepare project budgets, plan, and designate project resources, monitor project execution, and keep stakeholders informed throughout the project lifecycle.

  • Confirm your organization uses project governance framework knowledge to create / customize raci matrix and governance framework for small or medium size projects; supporting development of the communication protocols.

  • Ensure you lead project governance, alignment, assurance, management, integration, optimization, tracking, finances, infrastructure, planning, and improvement.

  • Create and implement project plans, communications plans, risk mitigation plans and other planning materials to support project execution and control activities.

  • Coordinate with lead engineer and/or engineering lead to confirm that all engineering tasks are being completed in accordance with the project schedule.

  • Head: development and execution of training and education on standard project management requirements and methods, facilitating project governance and reporting, and creating models to improve business decisions.

  • Organize and facilitate project planning, daily stand up meetings, review, retrospectives, sprint and release planning, demos and other Scrum related meetings.

  • Formulate: own and manage the project plan and schedule, interact regularly with the project leads to status project activities, and facilitate meetings and project team considerations.

  • Audit: work closely with technology team members to direct and oversee the project work to ensure the quality of all project work is of the highest standards.

  • Devise: program manage assigned strategic initiatives, critical programs/projects and work efforts to ensure scope is clear, milestones are met and measured; risks are assessed and mitigated, and budget is adhered to.

  • Manage the conceptual development of technical projects from the beginning of the planning process, through the design and production phase to implementation.

  • Coordinate: in partnership with the functional leaders and chief officer, make certain that the collective strategies of the organization are supported by business operations and the enterprise level program activities.

  • Help promote a culture of project excellence by applying best practices and standards in project management, and serve as a resource to other functional areas.

  • Make the relevant and needed decisions without affecting the scope, schedule and monitor the cost of the project and suggest viable solutions when needed.

  • Confirm your organization acts as an escalation point and oversees audits and review of portfolio, program, and project execution to ensure compliance to agreed standards.

  • Support the project owner in managing customer expectations for project deliverables, managing stakeholder communications, and helping to implement an effective system of project governance.

  • Evaluate: product owner support - support the product owner in managing customer expectations for project deliverables, managing stakeholder communications, and helping to implement an effective system of project governance.

  • Ensure you lead, organize and influence positively, effectively and maneuver through unstructured problems and create the necessary structure to drive for results.

  • Create and deliver project status reports; coordinate and execute project status/review meetings with customer stakeholders; maintain and track action items to completion.

  • Support development of new strategic initiatives through ideation and conceptualization, market research and analysis, business case development, and rigorous strategic planning.

  • Manage work with stakeholders to facilitate project governance effectiveness through periodic status reporting, project/portfolio data, and regular governance meetings.

  • Drive timely decisions by key stakeholders in the context of the overall program and assigned projects relative to scope, schedule, costs/benefits.

  • Systematize: for projects, ensure the project is being tracked, governed, and reported on consistent with organization goals and requirements.

  • Facilitate collection of work estimates as input into managing scope/schedule/budget, conducting capacity planning across contributed and vendor resources, and raising issues when boundaries are exceeded.

  • Establish business priorities, identifying and communicating risks and mitigation plans in collaboration with stakeholders; developing and maintaining goals, milestones and completion dates.


Save time, empower your teams and effectively upgrade your processes with access to this practical Project Governance Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Project Governance related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Project Governance specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Project Governance Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 993 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Project Governance improvements can be made.

Examples; 10 of the 993 standard requirements:

  1. How are diversity and inclusion strategies, policies and practices reflected in your organizations leading the project, including in governance and decisionmaking structures?

  2. Is it one that delivers a specific project goal or initiative, in line with a particular understanding of what constitutes a desirable development outcome?

  3. How does the cyber risk team integrate itself into the overall corporate, IT and project governance principles and procedures of your organization?

  4. Is the management of the required organizational change being undertaken as part of the project, or is another project/business area responsible?

  5. Does your organization share additional details on its current first level support function, the methodology, processes and governance structure?

  6. What governance and programme/ project management structures do you need to put in place to ensure effective implementation of the strategy?

  7. Are the projects activities linked to and consistent with the corporate strategy, organizational goals and direction of your organization?

  8. How do stakeholders of your organization contribute to the design, implementation, management and evaluation of projects, if at all?

  9. Which types of big data projects assume stationarity and therefore are deceptive or limit political flexibility for future change?

  10. Will sufficient members of the project team remain in place long enough to ensure the project is formally and properly closed?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Project Governance book in PDF containing 993 requirements, which criteria correspond to the criteria in...

Your Project Governance self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Project Governance Self-Assessment and Scorecard you will develop a clear picture of which Project Governance areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Project Governance Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Project Governance projects with the 62 implementation resources:

  • 62 step-by-step Project Governance Project Management Form Templates covering over 1500 Project Governance project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Activity Duration Estimates: Will it help promote wellness at your organization and reduce insurance costs?

  2. Probability and Impact Matrix: Do the people have the right combinations of skills?

  3. Scope Management Plan: Have adequate resources been provided by management to ensure Project Governance project success?

  4. Schedule Management Plan: Who is responsible for estimating the activity durations?

  5. Team Member Performance Assessment: To what degree can team members meet frequently enough to accomplish the teams ends?

  6. Human Resource Management Plan: Does a documented Project Governance project organizational policy & plan (i.e. governance model) exist?

  7. Lessons Learned: How effective was each Project Governance project Team member in fulfilling his/her role?

  8. Requirements Documentation: What is the risk associated with cost and schedule?

  9. Schedule Management Plan: Are the processes for status updates and maintenance defined?

  10. Duration Estimating Worksheet: Does the Project Governance project provide innovative ways for stakeholders to overcome obstacles or deliver better outcomes?

Step-by-step and complete Project Governance Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Project Governance project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Project Governance project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Project Governance project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Project Governance project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Project Governance project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Project Governance project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Project Governance project with this in-depth Project Governance Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Project Governance projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Project Governance and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Project Governance investments work better.

This Project Governance All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.