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Project HEADWAY: You Can't Manage Expectations, But You Can Help Them Along

PREMIUM presentation
by Mark Mullaly, Ph.D., PMP

While we can’t manage expectations, however, we can certainly help them along. That is a challenge that project managers face, and it’s one we need to understand and consciously address. In this webinar, Mark Mullaly explores what is possible and what is practical in engaging with stakeholders, understanding their interests and approaching the project in a way that takes this into account. It identifies what can be done to communicate and guide expectations, and also honestly addresses the limitations that every project manager has to recognize and allow for when it comes to stakeholder perceptions. If you’ve every struggled with the idea of shaping, influencing or guiding stakeholder expectations, this is a webinar you won’t want to miss.

New PM Onboarding Checklist

PREMIUM checklist
by Andy Jordan

Use this checklist to help ensure that new PMs joining your team are set up with the best possible chance of success. Some of these items will be completed prior to the new PM joining, some will continue for several months beyond the start date. The checklist is broken down into different areas for the different roles involved.

Document Review and Change Log

PREMIUM deliverable
by Michele Deo

This template is used when project artifacts are reviewed by a review team and certain changes are being requested.

Procurement and Shipping Tracking Log

PREMIUM deliverable
by Yasir Masood

The Procurement and Shipping Tracking Log helps to plan, manage and track the various stages of the procurement process during the project life cycle. It helps to reconcile the shipment dates with the project master schedule. It also provides a basis to mitigate any cost overrun and schedule delay that arises because of procurement processes.

Project HEADWAY: PMOs As If Value Mattered

PREMIUM presentation
by Mark Mullaly, Ph.D., PMP

What is the value of the PMO? And how do you demonstrate the value of yours? If you care about delivering value—or if you aren’t quite sure what value you should be delivering—then this is a webinar you won’t want to miss.

Task Progress Chart

PREMIUM deliverable
by Elok Robert Tee

In a traditional project environment, work may be rolling in for the project team as tasks—each task seen as a story from a product backlog. This worksheet is a tool to track progress of similar tasks on a weekly basis over a project duration. Use in conjunction with the Tracking Performance by Tasks article.

Change Readiness Assessment


Change management requires continuous communication, active sponsorship, stakeholder buy-in and tailored training. Project leaders can use this spreadsheet-based assessment tool to evaluate their organization's change readiness and to provide guidance on better preparing for change initiatives.

Project Status Report (Presentation)

PREMIUM presentation
by Ashish Gudibande

This blank sample presentation can be used as a general project status report that includes an overall project status review; detailed tasks/modules review; and quality incidents/discussion of mitigation steps for continuous improvement.


PREMIUM deliverable
by Sridhar Devulapally

The intention of the proposed RAID Log template (Risks, Actions, Issues, Decisions) is to consolidate all of the key reporting elements for stakeholders into one place. This may not be as powerful as some of the dashboards presented in COTS PM software; however, it helps for those who do not have access to such software. This document can be archived to the project database upon completion of the project for organization learning via knowledge management software.


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"O, it is excellent To have a giant's strength! But it is tyrannous To use it like a giant."

- William Shakespeare