Templates and Tools

Fledgling PM Template Pack
$ 97 one time
  • 8 Questions Your Client Should Ask the Other Guy
  • Project Management Terminology You Need to Know
  • WordPress Project Roles and Responsibilities
  • Pre-Proposal Questionnaire
  • Annotated Proposal Outline
  • Proposal Best Practices Checklist
  • Estimating Best Practices Checklist
  • Example Language for WordPress Project Proposals
  • Proposal Pre-Flight Checklist
  • Sample WordPress Proposal
  • WordPress Project Manager Skills Checklist
  • 10 Essential Project Management Processes
  • A Guide for Creating an Overall Management Plan)
Emerging PM Template Pack
$ 147 one time
  • Everything in the Fledgling pack PLUS
  • New Website Project Plan
  • Content-First Checklist
  • Project Notebook Checklist
  • PM Tool Shopping List
  • Statement of Work Outline/Checklist
  • Status Meeting Agenda
  • Status Report
  • Discovery Best Practices Checklist
  • Acceptance Criteria Cheat Sheet
  • Deliverable Acceptance Form
  • Project Cancellation Form
  • Requirements Template
  • Offline Content Specification Template
  • Style and Branding Specification Template
Proficient PM Template Pack
$ 247 one time
  • Everything in the Emerging pack PLUS:
  • Full Statement of Work Template
  • Sample Design and Branding Acceptance Criteria
  • Example Client Instructions for Branding and Design Feedback
  • Example Requirements
  • Example Unit Test Plans
  • Example User Acceptance Test Plan
  • Sample User Acceptance Testing Client Instructions
Expert Template Pack
$ 397 one time
  • Everything in the Proficient pack PLUS:
  • Agency Change Management Process Example
  • Change Control Procedure Example
  • Change Request Form
  • Agency Change Log Template
  • Acceptance Management Process
  • Acceptance Procedure
  • Deliverable Acceptance Form
  • Project Acceptance Form
  • The Client Expectations Guide – for Change
  • Change Control Implementation Checklist