Template library
The working documents behind the standards in this library. Each is written to be filled in directly — fields, prompts and acceptance criteria, not a description of a document that exists somewhere else.
Discovery and assessment
Agenda, attendees, decisions and the scope confirmation that starts an engagement.
What was agreed, by whom, and what happens next.
Objective, participants, timed agenda and facilitation guide.
Seven topic areas with sample questions, adaptable by role.
Business context, current environment, pain points and target outcomes.
Workload, network, data, security and operating requirements.
Culture, structure, communication, process and skills.
Five-level scoring across five dimensions, with evidence requirements.
Planning and governance
Influence, interest, disposition and engagement approach.
Audience, message, channel, owner and cadence.
Sponsor responsibilities, cadence and decision scope.
Risk scoring matrix, response strategy and review record.
Phases, tasks and the WBS dictionary entry for each.
Baseline, target, actual and owner for each measure.
The form that starts the change process.
Delivery and closure
The 43-item checklist every production release passes.
What the customer receives, and how it is verified.
Outcomes against objectives, deviations and lessons.
What worked, what did not, and what changes next time.
Milestone, training and post-delivery questionnaires.
Using the library
- Adapt, do not invent. The templates encode what a complete answer looks like. If a field does not apply, record why rather than deleting it.
- Fill in the bracketed fields. A template returned with placeholders intact is an unfinished document.
- Keep the evidence links. Each template says what to attach; that attachment is what makes the document verifiable.
- Version your filled copy. The template stays pristine; the project copy is dated.