Project Management

Essential Gear for Project Managers

What does it take to deliver a project successfully—on time, on budget, exceeding expectations? If you are skipping over crucial project management processes, your project is likely to hit unanticipated roadblocks and dead ends. On the flip side, overly complex or unnecessary processes waste time, annoy teammates, and clog the works. So, where is the sweet spot?

Enter Essential Gear for Project Managers, a package of project management processes delivered via intuitive templates and a handbook that describes how to execute best practices and avoid pitfalls.

View the Guide to Contents of Essential Gear for Project Managers Level 1.

Essential Gear is inspired by A Guide to the Project Management Body of Knowledge (PMBOK® Guide)—Fifth Edition. But whereas the PMBOK® Guide describes 47 project management processes, Essential Gear (Level 1) includes only eight indispensable processes stripped down to the bare essentials necessary to deliver your project successfully. No more. No less.

Minimal Processes. Maximum Benefit.

Your guide to help get you up and out of the maze and on the right path.

For many project managers, finding the path to project success can be like navigating a complex maze—full of wrong turns and dead ends. This is particularly the case for new PMs, PMs who are managing projects without guidance from an established Project Management Office (PMO), or new PMOs. Essential Gear is your guide to help get you up and out of the maze and on the right path.

Level 1 includes the following processes:

  1. Project Charter
  2. Stakeholder Analysis
  3. Work Breakdown Structure (WBS)
  4. Resource Allocation
  5. Project Schedule
  6. Communication Plan
  7. Risk Register
  8. Performance Reporting

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Application Lifecycle Management
Budgeting and Forecasting
Change Management (Version Control)
Document Management
Enterprise Portfolio Management
Expense Tracking
File Sharing
Issue Tracking
Metrics Tracking
Process Management
Professional Services Automation
Program Management
Project Accounting
Project Management
Project Portfolio Management
Requirements Management
Resource Management
Risk Management
Service Management
Time Keeping
Workflow Management
Workforce Management


Action Item Tracking
Approval/Workflow Management
Archiving Processes
Archiving Templates
Assignment Tracking
Benefits Documentation and Tracking
Best Practices Management
Billing & Chargeback Tracking
Budgeting & Forecasting
Change/Version Management
Custom User Interface
Customizable Fields
Customizable Functionality
Customizable Reporting
Data Import/Export to MS Excel
Data Import/Export to MS Project
Document Management
Email Integration
Executive Dashboarding
Expense Tracking
Fault Management
File Sharing
Gantt Charting
Issue Management
Knowledge Management
Legacy System Integration
Methodology/Process Management
Metrics Management
Milestone Tracking
Mobile Access
Percent-Complete Tracking
Pert Charting
Portfolio Management
Progress Tracking
Project Accounting
Project Estimating
Project Template Customization
Project Template Integration
Project Workflow
Quality Management
Records Management
Reporting (Financial)
Reporting (Progress)
Requirements Management
Resource Management
Risk Management
Software Development Kit
Task Management
Template Customization Support
Time Tracking
Total Cost Tracking
Workforce Management


Open Source
Software as a Service


"No man who has once heartily and wholly laughed can be altogether irreclaimably bad."

- Thomas Carlyle