The Easy PM Toolkit includes everything you need for project management (without all the stuff that you don’t.). Our comprehensive project management process will help reduce your struggles and improve the way your organization delivers work.
The key benefit of the Easy PM Toolkit is that you don’t have to sort through a ton of information to try to figure out what you need. We guide you through the complete process from getting your organization ready for project management to what to do for each step of the project through closure.
This is meant for organizations just starting out with project management. Having a Project Manager on staff is not necessary to use the Easy PM Toolkit.
The key benefit of the Easy PM Toolkit is that you don’t have to sort through a ton of information to try to figure out what you need. We guide you through the complete process from getting your organization ready for project management to what to do for each step of the project through closure.
This is meant for organizations just starting out with project management. Having a Project Manager on staff is not necessary to use the Easy PM Toolkit.
What's Included
With less than 30 documents, the Easy PM Toolkit only includes the essentials:
Reference Materials – The Reference Materials included in the Easy PM Toolkit give an overview on project management. They can be referenced at any time. Reference materials included in the Easy PM Toolkit are:- Introduction to the Easy PM Toolkit – High-level overview of the toolkit.
- Overview documents for each phase/step (Setup, Idea, Plan, Execute, Release, Close) of the project management process.
- How to Sell Project Management to Your Organization – Describes how to get buy-in/support from Leadership and other project team members in your organization. You can modify this document to include specific examples from your organization.
- Project Management Best Practices – Gives best practices on how to manage a project in your organization.
- Project Management Glossary of Terms – Defines the key terms used in the project management process.
Processes – Help explain how to do specific things within a project. The Process documents included in the Easy PM Toolkit are:
- How to Determine if You Should do a Project – Describes the process to help you decide if it is in your project interest to do a project.
- How to Scope a Project – Overview of how to define the parameters of the project, including the goals, objectives, and requirements.
- Project Troubleshooting – Includes common project issues and their recommended solutions.
- How to Implement a Project – Explains how to execute the steps needed for a project to meet its goals and objectives.
Templates – Documents that you will use throughout the project management process. These documents are meant to be adjusted to your specific needs and then used for each project. Templates included in the Easy PM Toolkit are:
- Portfolio (Excel) – Used for visibility to your organization’s projects. Gives clarity to current projects and new project ideas to ensure strategic alignment, resource management, and budget allocation.
- Project Charter (Word) – A short document that gives an overview of the project. It is the first document for every project.
- Approval Meeting (PowerPoint) – Used to review and discuss why you should do a project and what it will take to complete the project (including costs and resources).
Still not sure?
Click here to download our free “Why Your Small Business Needs Project Management” document.