An orientation and link to the original author or publisher.
Types describe what a resource does; a subject can have several. Templates are editable starting documents in Tools. Lessons explain a topic in sequence in Learn.
Often used covers recurring project decisions. Situational fits a more specific need. Specialist needs particular context, data or judgement. These broad editorial labels are not exam weights. The task routes explain what to prioritise for a specific job.
A benefits map makes the proposed links between outputs, changed behaviour and useful outcomes explicit. Treat each link as a hypothesis to test.
Guide · Foundation
Fit and prerequisites
Prioritised for recurring project work: A benefits map makes the proposed links between outputs, changed behaviour and useful outcomes explicit. Treat each link as a hypothesis to test.
Before using it: Define the intended outcome and who will measure it.
Choose how to organise delivery by examining uncertainty, the cost of change and the feedback available. Different components of the same project can need different approaches.
Guide · Foundation
Fit and prerequisites
Prioritised for recurring project work: Choose how to organise delivery by examining uncertainty, the cost of change and the feedback available. Different components of the same project can need different approaches.
Before using it: Start with uncertainty, feedback and the cost of changing completed work.
Make the no-action option explicit, then compare complete expected costs. Keep financial efficiency separate from whether the worst case is tolerable.
Calculator + guide · Applied
Fit and prerequisites
Prioritised for recurring project work: Make the no-action option explicit, then compare complete expected costs. Keep financial efficiency separate from whether the worst case is tolerable.
Before using it: Describe events, consequences and assumptions before assigning numbers.
Discount each future cash flow to a common date using a consistent period and price basis. Then test the assumptions that drive the result.
Calculator + guide · Applied
Fit and prerequisites
Prioritised for recurring project work: Discount each future cash flow to a common date using a consistent period and price basis. Then test the assumptions that drive the result.
Before using it: Define the intended outcome and who will measure it.
A compliance map links applicable obligations to owners, delivery requirements and evidence. It helps distinguish a confirmed obligation from an assumption that needs expert review.
Guide · Foundation
Fit and prerequisites
Prioritised for recurring project work: A compliance map links applicable obligations to owners, delivery requirements and evidence. It helps distinguish a confirmed obligation from an assumption that needs expert review.
Before using it: Identify who can decide, the constraints and the evidence needed.
Cost aggregation rolls estimates into a coherent budget while preserving the ability to see what the totals contain.
Guide · Foundation
Fit and prerequisites
Prioritised for recurring project work: Cost aggregation rolls estimates into a coherent budget while preserving the ability to see what the totals contain.
Before using it: Separate work estimates, reserves and approved funding.
Calculate earliest and latest dates and total float, then draw an activity-on-node (AON) diagram with critical paths highlighted.
Calculator + guide · Applied
Fit and prerequisites
Prioritised for recurring project work: Calculate earliest and latest dates and total float, then draw an activity-on-node (AON) diagram with critical paths highlighted.
Before using it: Check dependencies, duration assumptions and resource availability.
An engagement-gap assessment compares current behaviour with the participation needed for a particular project decision or outcome.
Guide · Foundation
Fit and prerequisites
Prioritised for recurring project work: An engagement-gap assessment compares current behaviour with the participation needed for a particular project decision or outcome.
Before using it: Consider interests, influence and those affected by decisions.
A structured ethical discussion makes competing obligations and affected people visible before a decision is justified solely by convenience or schedule.
Guide · Foundation
Fit and prerequisites
Prioritised for recurring project work: A structured ethical discussion makes competing obligations and affected people visible before a decision is justified solely by convenience or schedule.
Before using it: Identify who can decide, the constraints and the evidence needed.
The critical path is the longest duration chain through a valid dependency network under the schedule’s assumptions. It can change as durations and logic change.
Guide · Applied
Fit and prerequisites
Prioritised for recurring project work: The critical path is the longest duration chain through a valid dependency network under the schedule’s assumptions. It can change as durations and logic change.
Before using it: Check dependencies, duration assumptions and resource availability.
Governance makes decision rights explicit: who can approve what, which constraints apply and who must decide when a forecast crosses them.
Guide · Foundation
Fit and prerequisites
Prioritised for recurring project work: Governance makes decision rights explicit: who can approve what, which constraints apply and who must decide when a forecast crosses them.
Before using it: Identify who can decide, the constraints and the evidence needed.
A life cycle groups work into phases and defines when to reconsider the investment. A gate is a decision based on evidence, not simply a meeting on the calendar.
Guide · Foundation
Fit and prerequisites
Prioritised for recurring project work: A life cycle groups work into phases and defines when to reconsider the investment. A gate is a decision based on evidence, not simply a meeting on the calendar.
Before using it: Start with uncertainty, feedback and the cost of changing completed work.
A milestone marks a verifiable state or decision in delivery. It helps coordinate commitments without pretending to be the detailed schedule.
Guide · Foundation
Fit and prerequisites
Prioritised for recurring project work: A milestone marks a verifiable state or decision in delivery. It helps coordinate commitments without pretending to be the detailed schedule.
Before using it: Check dependencies, duration assumptions and resource availability.
A responsibility matrix connects deliverables and decisions to the people doing the work, approving it, advising on it and receiving updates.
Guide · Foundation
Fit and prerequisites
Prioritised for recurring project work: A responsibility matrix connects deliverables and decisions to the people doing the work, approving it, advising on it and receiving updates.
Before using it: Identify who can decide, the constraints and the evidence needed.
A reserve is funding held for uncertainty under an explicit release rule. Showing reserves separately makes the remaining exposure and decision rights visible.
Guide · Foundation
Fit and prerequisites
Prioritised for recurring project work: A reserve is funding held for uncertainty under an explicit release rule. Showing reserves separately makes the remaining exposure and decision rights visible.
Before using it: Separate work estimates, reserves and approved funding.
A business case compares feasible options against a need, including doing less or doing nothing. Its purpose is to support an investment decision that can be revisited.
Guide · Foundation
Fit and prerequisites
Prioritised for recurring project work: A business case compares feasible options against a need, including doing less or doing nothing. Its purpose is to support an investment decision that can be revisited.
Before using it: Define the intended outcome and who will measure it.
Work from usable time and the skills required. Separate effort from elapsed duration and allow for real operational commitments.
Guide · Applied
Fit and prerequisites
Prioritised for recurring project work: Work from usable time and the skills required. Separate effort from elapsed duration and allow for real operational commitments.
Before using it: Keep effort, elapsed duration and skills distinct.
A work breakdown structure decomposes agreed scope into manageable elements with boundaries and accountable owners. It organises the work; it does not by itself show its sequence.
Guide · Foundation
Fit and prerequisites
Prioritised for recurring project work: A work breakdown structure decomposes agreed scope into manageable elements with boundaries and accountable owners. It organises the work; it does not by itself show its sequence.
Before using it: Agree outcomes, boundaries and acceptance evidence.
First validate the baseline and actual costs. Then choose the forecast assumption that fits the remaining work, rather than the number that best fits the budget.
Calculator + guide · Applied
Fit and prerequisites
Use when this specific decision arises: First validate the baseline and actual costs. Then choose the forecast assumption that fits the remaining work, rather than the number that best fits the budget.
Before using it: Use a common baseline, measurement boundary and status date.
Expect how people often react to a change over time, and plan support so that the dip is shallower and shorter.
Study sheet · Foundation
Fit and prerequisites
Use when this specific decision arises: Expect how people often react to a change over time, and plan support so that the dip is shallower and shorter.
Before using it: Identify whose behaviour must change and how adoption will be observed.
Conflict-handling modes provide different ways to balance your own concern with another person’s concern. The useful question is which response fits the stakes, relationship and time available.
Guide · Foundation
Fit and prerequisites
Use when this specific decision arises: Conflict-handling modes provide different ways to balance your own concern with another person’s concern. The useful question is which response fits the stakes, relationship and time available.
Before using it: Describe observable behaviour and the context before choosing an intervention.
Tell normal variation from a real signal over time, so you act on special causes and change the process for the rest.
Study sheet · Foundation
Fit and prerequisites
Use when this specific decision arises: Tell normal variation from a real signal over time, so you act on special causes and change the process for the rest.
Before using it: Agree acceptance criteria and distinguish variation from a meaningful signal.
Earned-value forecasts estimate final cost under stated assumptions about the efficiency of remaining work. Several forecasts can be useful precisely because their assumptions differ.
Guide · Foundation
Fit and prerequisites
Use when this specific decision arises: Earned-value forecasts estimate final cost under stated assumptions about the efficiency of remaining work. Several forecasts can be useful precisely because their assumptions differ.
Before using it: Use a common baseline, measurement boundary and status date.
Earned value compares the budgeted value of completed work with planned work and actual cost at the same status date.
Guide · Foundation
Fit and prerequisites
Use when this specific decision arises: Earned value compares the budgeted value of completed work with planned work and actual cost at the same status date.
Before using it: Use a common baseline, measurement boundary and status date.
Discuss distinct scenarios before calculating a weighted average. The explanation for the range is often more useful than the middle number.
Calculator + guide · Applied
Fit and prerequisites
Use when this specific decision arises: Discuss distinct scenarios before calculating a weighted average. The explanation for the range is often more useful than the middle number.
Before using it: Define scope, units and the evidence behind the range.
Adjust the amount of direction and support to a particular task and the person’s current familiarity with it. Agree the arrangement rather than assigning a permanent label to the person.
Guide · Foundation
Fit and prerequisites
Use when this specific decision arises: Adjust the amount of direction and support to a particular task and the person’s current familiarity with it. Agree the arrangement rather than assigning a permanent label to the person.
Before using it: Describe observable behaviour and the context before choosing an intervention.
Plan the people side of a change in an order that works: make the need felt, move with support, then make the new way last.
Study sheet · Foundation
Fit and prerequisites
Use when this specific decision arises: Plan the people side of a change in an order that works: make the need felt, move with support, then make the new way last.
Before using it: Identify whose behaviour must change and how adoption will be observed.
MoSCoW separates what a delivery increment must include from what is important, optional or explicitly outside this increment. It makes scope flexibility visible before time runs out.
Guide · Foundation
Fit and prerequisites
Use when this specific decision arises: MoSCoW separates what a delivery increment must include from what is important, optional or explicitly outside this increment. It makes scope flexibility visible before time runs out.
Before using it: Agree outcomes, boundaries and acceptance evidence.
Judge an investment in today's money: discount each year's cash flow, add them up, and find the rate that gives zero.
Study sheet · Foundation
Fit and prerequisites
Use when this specific decision arises: Judge an investment in today's money: discount each year's cash flow, add them up, and find the rate that gives zero.
Before using it: Use consistent currency, timing and price assumptions.
A power–interest grid helps discuss who can affect the project and who is affected by its outcome. It is a starting point for engagement, not a judgement of a person’s worth.
Guide · Foundation
Fit and prerequisites
Use when this specific decision arises: A power–interest grid helps discuss who can affect the project and who is affected by its outcome. It is a starting point for engagement, not a judgement of a person’s worth.
Before using it: Consider interests, influence and those affected by decisions.
Psychological safety concerns whether people can raise a question, concern or mistake without expecting interpersonal humiliation. It supports learning alongside clear standards of work.
Guide · Foundation
Fit and prerequisites
Use when this specific decision arises: Psychological safety concerns whether people can raise a question, concern or mistake without expecting interpersonal humiliation. It supports learning alongside clear standards of work.
Before using it: Describe observable behaviour and the context before choosing an intervention.
Look at how a disagreement is changing: can people still examine the problem together, or are threats and personal attacks making a constructive exchange harder?
Guide · Foundation
Fit and prerequisites
Use when this specific decision arises: Look at how a disagreement is changing: can people still examine the problem together, or are threats and personal attacks making a constructive exchange harder?
Before using it: Describe observable behaviour and the context before choosing an intervention.
A reflection cycle turns an experience into a specific change you can try, instead of stopping at whether the event felt successful.
Guide · Foundation
Fit and prerequisites
Use when this specific decision arises: A reflection cycle turns an experience into a specific change you can try, instead of stopping at whether the event felt successful.
Before using it: Describe observable behaviour and the context before choosing an intervention.
Schedule compression seeks an earlier finish by changing how critical work is performed, overlapped or resourced.
Guide · Foundation
Fit and prerequisites
Use when this specific decision arises: Schedule compression seeks an earlier finish by changing how critical work is performed, overlapped or resourced.
Before using it: Check dependencies, duration assumptions and resource availability.
A message passes through a channel and is interpreted by someone with their own context. Feedback tests whether the meaning received matches the meaning intended.
Guide · Foundation
Fit and prerequisites
Use when this specific decision arises: A message passes through a channel and is interpreted by someone with their own context. Feedback tests whether the meaning received matches the meaning intended.
Before using it: Start with the decision, audience and feedback needed.
Tell each level where the project stands, where it is heading and what to decide, in colours read the same way.
Study sheet · Foundation
Fit and prerequisites
Use when this specific decision arises: Tell each level where the project stands, where it is heading and what to decide, in colours read the same way.
Before using it: Use a common baseline, measurement boundary and status date.
Team-development stages offer a vocabulary for discussing how a group establishes working relationships and ways of delivering together. They describe a possible pattern, not a required timetable.
Guide · Foundation
Fit and prerequisites
Use when this specific decision arises: Team-development stages offer a vocabulary for discussing how a group establishes working relationships and ways of delivering together. They describe a possible pattern, not a required timetable.
Before using it: Describe observable behaviour and the context before choosing an intervention.
Connect uncertainty in activity durations, dependencies and costs rather than applying an unexplained contingency percentage.
Guide · Advanced
Fit and prerequisites
Use with specialist context or review: Connect uncertainty in activity durations, dependencies and costs rather than applying an unexplained contingency percentage.
Before using it: Describe events, consequences and assumptions before assigning numbers.