Project Management – Resources

Welcome

Welcome to our resources page for new and up-and-coming project managers. From this page you can grab copies of useful job-aids, watch insightful videos on leading teams, and get recommendations for great reads. The books listed at the bottom of the page are some of our favorite go-to resources for helping us define, plan, manage and review projects.

Leadership Videos

See also our Middle Path resources page for additional videos on leadership, communication and integral thinking.

What it Takes to Be a Great Leader – Roselinde Torres
The Puzzle of Motivation – Dan Pink

Roselinde Torres describes 25 years observing truly great leaders at work, and shares the three simple but crucial questions would-be company chiefs need to ask to thrive in the future.

Best selling author Dan Pink examines the puzzle of motivation, starting with a fact that social scientists know but most managers don't: traditional rewards are not as effective as we think.

How to Save the World (or At Least Yourself) from Bad Meetings – David Grady

Our businesses are plagued by an epidemic of bad, inefficient, overcrowded meetings — and we’re making workers miserable. David Grady has some ideas on how to stop it.

How Great Leaders Inspire Action – Simon Sinek

Simon Sinek offers a simple and powerful model for inspirational leadership -- starting with a golden circle and the question "Why?" 

A Sixth Sense For Project Management – Tres Roeder

Change agent and best-selling author, Tres Roeder, offers powerful lessons about the importance of awareness, clear communication, adaptability and persistence when leading.

As Work Gets More Complex, Six Rules to Simplify – Yves Morieux

Today's businesses are increasingly and dizzyingly complex -- rendering many traditional pillars of management obsolete. Yves Morieux offers six useful rules for "smart simplicity."

Job-Aids and Checklists [links coming soon]

Project management job-aids (e.g., checklists, guides and templates) we have found useful:

Foundational Items

Project Definition and Planning

  • Real-World Project Charter

    • Template (docx)

    • Example (pdf)

  • Simplified Project Charter

    • Template (docx)

    • Example (pdf)

  • Scoping

    • Scoping Statement Checklist (pdf)

    • Example Scope Diagram (pdf)

  • Priority Matrix (pdf)

  • Stakeholder Analysis Template with Definitions (docx)

  • Risk and Constraint Quick-Assessment Templates (docx)

  • Six Tips for Improving Duration Estimates (pdf)

Managing the Project

  • Communications Planning Template (docx)

  • Governance Strategy Template (coming soon)

  • PM's Weekly Routine Checklist (docx)

  • Progress Report

    • Template (docx)

    • Example (pdf)

  • Change Request Spreadsheet Template (xlsx)

Project Closure and Review

  • Project Completion Checklist (docx)

  • Project Completion Report Template (docx)

Review/Debrief Activities

  • How to Play the Debriefing Game "35"

Other

Books We Recommend

Fifteen of our favorite go-to guides for practical project management tips and techniques:

For New Project Managers

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For Experienced Project Managers

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For Project Managers Working in Instructional Systems Design (ISD)

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On Agile Methodology

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On Time Management and Prioritization

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Other

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