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Method 123 Kits

  • Project Initiation Kit provides a complete set of project initiation templates for smooth start up a project. They help you to create a business case, undertake a feasibility study, define the project scope, recruit staff, and assign staff.

  • Project Planning Kit provides a complete set of project management templates that help you more effectively and efficiently schedule resources. They also help you manage time and costs with more precision and less effort. Identify potential risks, select preferred suppliers, plan project communication, and set quality targets with more confidence you will meet them.


  • Project Execution Kit provides a complete set of project execution templates. Use these to  properly manage costs, changes, quality, risks, time, and issues. Use these templates to effectively implement the best practice processes for procuring goods and services,  too. As a bonus, these will help you work through acceptance issues.

  • Change Management Kit gives you a high degree of control over changes within the project. That includes changes to deliverables, resources, and scope. A designated person can manage change effectively, instead of letting changes manage the project and a staff desperate to keep it from derailing into cost overruns and/or late completion.


  • Risk Management Kit gives you the ability to identify, quantify, track, and mitigate project risks. Each risk template will help you prevent risks from becoming reality on your project. And for those that do emerge, their effect will be much less than if you didn't have this kit.


  • Issue Management Kit provides total control of issue management. With this kit, you can identify, monitor, and correct problems efficiently. With this kit, project staff can record and handle issues in a structured and coordinated manner.


  • Quality Management Kit contains a suite of templates designed to give your project team a heightened ability assure and control the quality of all project deliverables. It's a very effective tool for ensuring your team meets the quality targets that the customer expects you to meet.

  • Project Closure Kit provides a formal, yet flexible, system for closing a project. This kit provides an easy way for you to turn over deliverables and documentation to the customer, properly terminate supplier contracts, and release resources. It even provides a post-project review tool so you can see what you're doing that works and what needs improvement.

  • Project Management Kit contains over 50 Excel and Word documents you can draw from. It also contains more than 300 pages of real-life examples, helpful hints, charts, and tables so you can understand and best apply the documents.
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    The project management kit includes the following templates which are also available individually:

    Project Execution

  • Time Management Process

  • Timesheet Form

  • Timesheet Register

  • Cost Management Process

  • Expense Form

  • Expense Register

  • Quality Management Process

  • Quality Review Form

  • Deliverables Register

  • Change Management Process

  • Change Request Form

  • Change Register

  • Risk Management Process

  • Risk Form

  • Risk Register

  • Issue Management Process

  • Issue Form

  • Issue Register

  • Procurement Management Process

  • Purchase Order Form

  • Procurement Register

  • Acceptance Management Process

  • Acceptance Form

  • Acceptance Register

  • Communications Management Process

  • Project Status Report

  • Communications Register

  • Phase Review Form (Execution)

    • Project Initiation

  • Business Case

  • Feasibility Study

  • Terms of Reference

  • Job Description

  • Project Office Checklist

  • Phase Review Form (Initiation)

    • Project Planning

  • Project Plan

  • Resource Plan

  • Financial Plan

  • Quality Plan

  • Risk Plan

  • Acceptance Plan

  • Communications Plan

  • Procurement Plan

  • Tender Management Process

  • Statement of Work

  • Request for Information

  • Request for Proposal

  • Supplier Contract

  • Tender Register

  • Phase Review Form (Planning)

    • Project Closure

  • Project Closure Report
  • Post Implementation Review

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    Article: The Five Goals of the Project Manager
        Other Method 123 Offerings
  • PM Templates
  • Project Initiation Kit
  • Project Planning Kit
  • Project Execution Kit
  • Change Management Kit
  • Risk Management Kit
  • Issue Management Kit
  • Quality Management Kit
  • Project Closure Kit
    •    More Management Tools
  • Project Planner
  • PM Methodology
  • MPMM Professional Edition
  • Standard Edition
  • Educational Edition
  • PM Courses
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    Some quick project management tips:

    • Define the scope and stick to it. Re-evaluate often. Scope creep is the most common cause of project failure.
    • When a scope change is indicated, provide the customer with an estimate and treat the scope change as if it's an additional project.
    • Live by "garbage in, garbage out." A little extra time spent ensuring you have accurate progress data allows you to let your project management software keep track of what's actually falling behind and what you need to do next.
    • Keep documentation current. This doesn't mean churn out paperwork (you should try to avoid paper, actually). It means you make a habit of updating key project documents regularly so that anyone consulting the system gets a reliable update.
    • Eliminate information silos. Paper notes, spreadsheets on individual computers, and other forms of rat holing produce a situation in which you have multiple versions of the same data. Use a central system.
    • Actively seek input from team members. People working where the action is will have information you can't get any other way.
    • Check on resources. Don't assume the resources you requested (e.g., parts you ordered) will automatically show up on time. Track their progress to ensure they will.
    • Communicate often. The operative word is "communicate." That means having something to say. For example, let people know what part of the project is behind schedule (or over budget) and what the plan is for addressing that. Similarly, let people know what is on time and under budget, and what is coming up that may change that.
    • Find nice things to say. Project management by exception is a self-fulfilling prophecy. This approach means you are always dealing with problems. A good leader encourages people and makes them feel appreciated, by noticing specific things they are doing well. People who are thus encouraged and appreciated tend to prevent or solve problems for you.
    • Take a methodical approach to managing projects. With the Method 123 products, you will find this approach easier to implement.
    • Standardize wherever practical. That's hugely advantageous, and the Method 123 products facilitate standardization.
    • Look for upsell opportunities. This does not mean you permit scope creep. It means you look for opportunities to use available resources to propose additional scope for additional revenue. Be sure you evaluate the possible effect on project completion before proposing any additional work. In some cases, you might consider proposing additional work so that you can get additional time for completing the original contract. In other cases, you don't want to propose additional work because it will interfere with completing the original contract. And in other cases, it's additional time and money for the additional work with no effect on the original project.
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