Tools

Throughout the book, there were many tools. This page is a collection of all the tools.

Principles of Project Success #

The Waterfall Method #

flowchart LR
    A[Milestone 1] --> B[Milestone 2] --> C[Milestone 3] --> D[Milestone 4] --> E[Milestone 5]

Link to Document

The Agile Framework #

flowchart LR
    1["Raise Issue(s) & Plan"] --> 2["Develop Deliverable"] --> 3["Close Issue(s) & Project"]
    subgraph Iteration
        2["Develop Deliverable"] --> 4["Deploy Deliverable"] --> 5["Test Deliverable"] --> 6["Review deliverable"] --> 2["Develop Deliverable"]
        end

Link to Document

Scoping the Project #

Identify Key Stakeholders #

DANCE #

Stakeholder #

Acronym	Details
Decisions
Authority
Need
Connections
Energy

Mind Map #

Stakeholders #

mindmap
  root((Key Stakeholders))
    Events
        Owner
    Research
        VP
        CTO
    HR
        VP
        CTO
    Marketing
        VP
        CTO
    Executives
        VP
        CTO

Link to Document

Project Scope Statement #

Project Name #

Project Purpose	Feedback Loops
Why are we doing this project?	Who needs to provide feedback? When & How?

Description	People Resources
How would you describe this project?	Who are the Key Team Members?

Desired Results	Priorities
What specific outcomes must we achieve to be successful?	How would you prioritize the following constraints: Time (When is the Project Due?), Quality (What does done look like & how will we know?), & Budget.

Exclusions	Acceptance Criteria
What is outside of the Project’s Scope & should not be included?	Who needs to signoff on the project & when?

Link to Document

Planning the Project #

Prioritize Risks #

Formula for assessing risk: Actual Risk -> Impact x Probability Each item is on a scale of 1-5.

Risk	Impact	Probability	Score
Example 1	2	1	2
Example 2	4	6	24
Example 3	8	4	36

Link to Document

Risk Management Plan #

Risk	Score	Strategy	Who
Example 1	2	Accept: Letting it affect us if it does.	N/Aa
Example 2	24	Mitigate: Attempt to stop the issue from occuring.	Person 2
Example 3	36	Eliminate: Stop this from occuring, 30% from it happening.	Person 3

Link to Document

Create Project Schedule #

gantt
    title Project Schedule
    dateFormat  YYYY-MM-DD
    section Planning
    Task 1          :a1, 2025-07-01, 30d
    Task 2          :after a1  , 20d
    section Development
    Task 3          :2025-08-01  , 40d
    Task 4          :after a1  , 25d
    section Testing
    Task 5          :2025-09-15  , 15d
    Task 6          :after a3  , 10d
    section Deployment
    Task 7          :2025-10-01  , 5d

Link to Document

Develop WBS #

flowchart TD
    PN[Project Name] --> D(Deliverables)
    D --> C1(Component 1)
    subgraph Component-1
    C1 --> C1A1(Activity 1)
    C1 --> C1A2(Activity 2)
    end
    D --> C2(Component 2)
    subgraph Component-2
    C2 --> C2A1(Activity 1)
    C2 --> C2A2(Activity 2)
    end
    D -..- n(noun)
    Component-1 -..- v(Verb)
    Component-2 -..- v(Verb)

Link to Document

Identify Critical Path #

Duration & Comments #

#	Task	Duration (Hrs.)	Comments
1	Example 1	1.5	This is text for Example 1.
2	Example 2	3	This is text for Example 2.
3	Example 3	3.5	This is text for Example 3.
4	Example 4	3	This is text for Example 4.
5	Example 5	1.5	This is text for Example 5.
6	Example 6	1	This is text for Example 6.
7	Example 7	1.75	This is text for Example 5.

Dates #

#	Task	Duration (Hrs.)	Comments
1	Example 1	1.5	This is text for Example 1.
2	Example 2	3	This is text for Example 2.
3	Example 3	3.5	This is text for Example 3.
4	Example 4	3	This is text for Example 4.
5	Example 5	1.5	This is text for Example 5.
6	Example 6	1	This is text for Example 6.
7	Example 7	1.75	This is text for Example 5.

Link to Document

Sequence Activities #

Once we identified our WBS, we can “Sequence” our work.

gantt
    title Project Schedule
    dateFormat  YYYY-MM-DD
    section Task 1
    Component 1 :a1, 2024-01-01, 2024-01-02
    Component 2 :a2, after a1, 7d
    Component 3 :a3, after a2, 14d
    section Task 2
    Component 1 :a4, 2024-01-01, 2024-01-20
    Component 2 :a5, after a4, 7d
    Component 3 :a6, after a5, 14d

Link to Document

Engaging the Team #

Team Accountability Session #

Date:
Project Schedule Issues

Report on Commitments

Make New Commitments

Clear the Path

Link to Document

Performance Conversation Planner #

With Whom:	When:
What is my Intent?
What are the Facts of the Situation	What is the Impact on the Project

Action Items	By Whom

Link to Document

Track and Adapt #

Communicate Project Status #

Project Name	Date
Overall Project Health	~~On Target~~/~~At Risk~~/~~In Danger~~
Deliverables	Notes

Clear the Path	Action	Who	Date

Link to Document

Project Change Request #

Project Name:	Requested By:
What is the Proposed Change?
What is the Reason for Change?
How will this Change Add Value?

How will this Change affect the following Constraints?
Time:
Quality:
Budget:

Key Stakeholder	Approval	Date

Link to Document