Documentation Structure: Service Descriptions, Tools, Reference Materials for Client Use Only
Sales Planning and Project Services Summary
- Six Steps of Engagement Model (Intentional Outcome, Time Limited Design, and Project Management)
- Step One: Single Slide Project Brief Summary Template
- Step Three-Tool Example: Estimation Repository Template
- Step Four-Tool Example: Journey Mapping Activity
- Step Five-Tool Example: Design Criteria Template
- Project Housekeeping Checklist
- Sales Playbook Example
- Methodology Positioning Summary
- Project Envelope Concept
Please Note: I updated the download plug-in and the supplier provided a completely new version requiring me to re-upload and catalog all files-yikes. Please bear with me, I will complete this re-work as soon as practical.
Sales Planning and Project Services Summary (Rev 3 Oct 2014)
A two page summary addressing context, unique value proposition, introduction to six step model, and examples
Six Steps of Engagement Model (Rev 14 Oct 2014)
A two page description at the next level of detail itemizing processes, tools, and techniques used at each step.
Step One: Single Slide Project Brief Summary (Rev 3 October 2014)
A single PPT slide template to establish a common understanding of the purpose, scope, timeline, stakeholders and more.
Step Three: Tool Example-Estimation Repository Template
A simplified tool for gathering data during WBS process to feed estimation repository.
Step Four: Tool Example-Journey Mapping (Rev 3 Oct 2014)
A write-up on the Journey Mapping process.
Step Five: Tool Example-Design Criteria Template
A template to develop design criteria for evaluation.
Project Housekeeping Checklist
In setting up a working framework for a team-based project, many “housekeeping” details need to be defined, agreed to, and established as standard structure for the project duration early on. The intent of this list is to offer a set of considerations, for a team to select from this list a subset appropriate for the characteristics of their project.
Example of a project outline to deliver or update a sales playbook
Illustrating use of planning and design tools and techniques.
One page positioning of Waterfall, Agile, Systems Design, and Design Thinking (Rev 14 Oct 2014)
A quick comparison of these domains offering insight into the value of each and why they fit together in the field of project management.
Project Envelope Concept
A graphic representation of exploring the design space from diverging through converging as a function of uncertainty.
(missing files will be added shortly-thanks for your patience)