Program-wide library

Additional References

Every governance and operational tool in the program, organized by section.

A single index of the tools, templates, and guides used across all 12 modules and both onsites.
12 modules2 onsitesLiving library

This page collects the supporting resources referenced throughout the Academy. Each group links back to its section home, where the materials live as they are produced. Items tagged Participant generated are created during the work; ownership tags (Ops, Finance, Legal, JRS/PK) indicate the source team.

  • Role Charter / Description — Ops, not HR
  • PM Value Quick Reference Guide — JRS / PK
  • Basic Economic Model of the Firm — Finance
  • Target Multipliers / Factors / Ratios — Finance
  • Multiplier Mapped Rate Schedule — Ops / Finance
  • Multiplier Mapped Rate Schedule — Ops / Finance
  • Budget Tools — Ops
  • Basic AIA Agreement Structure — Legal
  • Go / No-Go Process/Criteria — Ops
  • Project Filter — JRS / PK
  • Discovery Inventory — JRS/PK
  • Kickoff Agenda — Ops
  • Project Setup Process — Ops
  • Project Planning Process — Ops
  • WBS Template for Standard Projects — Participant generated
  • Project Decision Matrix — Ops
  • Work plan template — Ops
  • Project Planning Guide — JRS / PK
  • Communication Plan Template — Ops
  • Project Status Meeting Template — JRS / PK
  • Client Update Form — JRS / PK
  • Standard Dashboard Explainer — Finance
  • EVM Quick Reference Guide — JRS / PK
  • Fee to Cash Flow Process — Finance
  • Change Management Quick Reference Guide — JRS / PK
  • Project Change Log — Ops
  • Change logging walkthrough — Finance
  • A3 Storyteller Template — Ops
  • Submittal and RFI Log Quick Reference — Ops
  • Centerline Walkthrough — Ops
  • Debriefing form / checklist — JRS / PK
  • Debriefing meeting Agenda — JRS / PK
  • Project Case Study Description — Ops / Finance