Index
What do the types and use labels mean?
Model
A way to understand a situation or organise thinking.
Method
A sequence of steps for working through a decision.
Formula
A mathematical relationship, with inputs and interpretation.
Tool
A calculator you can use with your own inputs.
Reference
Focused guidance for a particular topic.
Framework
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.

166 entries

Help me choose
ToolChangeOften used

Adoption rate and change

Separate delivery of a change from actual use by its intended population.

Calculator + guide · Applied

Fit and prerequisites

Prioritised for recurring project work: Separate delivery of a change from actual use by its intended population.

Before using it: Identify whose behaviour must change and how adoption will be observed.

ReferenceEstimationOften used

Analogous and parametric estimating

Use comparable historical work or a defensible quantity-rate relationship to estimate new work.

Guide · Foundation

Fit and prerequisites

Prioritised for recurring project work: Use comparable historical work or a defensible quantity-rate relationship to estimate new work.

Before using it: Define scope, units and the evidence behind the range.

ToolValueOften used

Benefit improvement tracking

Compare an observed reduction with a target and an illustrative value per unit.

Calculator + guide · Applied

Fit and prerequisites

Prioritised for recurring project work: Compare an observed reduction with a target and an illustrative value per unit.

Before using it: Define the intended outcome and who will measure it.

ToolFinanceOften used

Benefit-cost ratio and net return

Compare present-value benefits and costs on one consistent boundary.

Calculator + guide · Applied

Fit and prerequisites

Prioritised for recurring project work: Compare present-value benefits and costs on one consistent boundary.

Before using it: Use consistent currency, timing and price assumptions.

ModelValueOften used

Benefits map

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.

FormulaRiskOften used

Break-even probability

Find the residual probability at which a response breaks even in expected monetary terms.

Guide · Applied

Fit and prerequisites

Prioritised for recurring project work: Find the residual probability at which a response breaks even in expected monetary terms.

Before using it: Describe events, consequences and assumptions before assigning numbers.

ToolFinanceOften used

Break-even volume

Find how much output is needed to cover fixed cost.

Calculator + guide · Applied

Fit and prerequisites

Prioritised for recurring project work: Find how much output is needed to cover fixed cost.

Before using it: Use consistent currency, timing and price assumptions.

ToolResourcesOften used

Capacity and utilisation

Compare required effort with genuinely available person-hours.

Calculator + guide · Applied

Fit and prerequisites

Prioritised for recurring project work: Compare required effort with genuinely available person-hours.

Before using it: Keep effort, elapsed duration and skills distinct.

ToolFinanceOften used

Cash-flow funding gap

Find the worst cumulative shortfall in a time-phased cash plan.

Calculator + guide · Applied

Fit and prerequisites

Prioritised for recurring project work: Find the worst cumulative shortfall in a time-phased cash plan.

Before using it: Use consistent currency, timing and price assumptions.

ModelDeliveryOften used

Choosing the delivery approach

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.

ModelCommunicationOften used

Communication plan

A communication plan connects an information need to its audience, purpose, owner, timing and feedback route.

Guide · Foundation

Fit and prerequisites

Prioritised for recurring project work: A communication plan connects an information need to its audience, purpose, owner, timing and feedback route.

Before using it: Start with the decision, audience and feedback needed.

MethodRiskOften used

Compare the cost of a risk response

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.

MethodValueOften used

Compare timed cash flows

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.

ModelGovernanceOften used

Compliance map

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.

ReferenceStatisticsOften used

Conditional probability and independence

Distinguish the chance of an event from its chance after learning that another event occurred.

Guide · Foundation

Fit and prerequisites

Prioritised for recurring project work: Distinguish the chance of an event from its chance after learning that another event occurred.

Before using it: Understand the sampling design, units and distribution assumptions.

ModelCostOften used

Cost aggregation

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.

FormulaPerformanceOften used

Cost performance index

Measure the budgeted value earned per unit of actual cost.

Guide · Applied

Fit and prerequisites

Prioritised for recurring project work: Measure the budgeted value earned per unit of actual cost.

Before using it: Use a common baseline, measurement boundary and status date.

FormulaPerformanceOften used

Cost variance

Compare the budgeted value of completed work with what that work actually cost.

Guide · Applied

Fit and prerequisites

Prioritised for recurring project work: Compare the budgeted value of completed work with what that work actually cost.

Before using it: Use a common baseline, measurement boundary and status date.

ToolScheduleOften used

Critical-path network calculator

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.

ReferenceScheduleOften used

Dependencies and lags

Represent the actual conditions that allow work to begin or finish.

Guide · Foundation

Fit and prerequisites

Prioritised for recurring project work: Represent the actual conditions that allow work to begin or finish.

Before using it: Check dependencies, duration assumptions and resource availability.

ToolStatisticsOften used

Descriptive statistics

Describe a numeric sample before choosing more advanced analysis.

Calculator + guide · Applied

Fit and prerequisites

Prioritised for recurring project work: Describe a numeric sample before choosing more advanced analysis.

Before using it: Understand the sampling design, units and distribution assumptions.

ModelStakeholdersOften used

Engagement gaps

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.

FormulaPerformanceOften used

Estimate at completion

Forecast final cost assuming the cost efficiency observed so far continues.

Guide · Applied

Fit and prerequisites

Prioritised for recurring project work: Forecast final cost assuming the cost efficiency observed so far continues.

Before using it: Use a common baseline, measurement boundary and status date.

FormulaPerformanceOften used

Estimate to complete

Separate forecast spending still to come from money already spent.

Guide · Applied

Fit and prerequisites

Prioritised for recurring project work: Separate forecast spending still to come from money already spent.

Before using it: Use a common baseline, measurement boundary and status date.

ModelGovernanceOften used

Ethical decision steps

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.

FormulaRiskOften used

Expected monetary value

Combine an estimated probability and impact while keeping the full downside visible.

Guide · Applied

Fit and prerequisites

Prioritised for recurring project work: Combine an estimated probability and impact while keeping the full downside visible.

Before using it: Describe events, consequences and assumptions before assigning numbers.

ToolRiskOften used

Expected payoff and decision branches

Evaluate one set of mutually exclusive outcomes before comparing decisions.

Calculator + guide · Applied

Fit and prerequisites

Prioritised for recurring project work: Evaluate one set of mutually exclusive outcomes before comparing decisions.

Before using it: Describe events, consequences and assumptions before assigning numbers.

MethodScheduleOften used

Find what controls the finish

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.

ModelGovernanceOften used

Governance levels and escalation

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.

ReferenceValueOften used

KPI definition and baselines

Specify a measurable signal with an owner, denominator, collection method and decision purpose.

Guide · Foundation

Fit and prerequisites

Prioritised for recurring project work: Specify a measurable signal with an owner, denominator, collection method and decision purpose.

Before using it: Define the intended outcome and who will measure it.

ModelDeliveryOften used

Life cycles, phases and gates

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.

ReferenceFinanceOften used

Life-cycle cost and total cost of ownership

Compare the cost of acquiring, operating, maintaining and eventually replacing or retiring an option.

Guide · Foundation

Fit and prerequisites

Prioritised for recurring project work: Compare the cost of acquiring, operating, maintaining and eventually replacing or retiring an option.

Before using it: Use consistent currency, timing and price assumptions.

ReferencePerformanceOften used

Measuring physical completion

Define observable evidence for crediting completed work.

Guide · Foundation

Fit and prerequisites

Prioritised for recurring project work: Define observable evidence for crediting completed work.

Before using it: Use a common baseline, measurement boundary and status date.

ModelScheduleOften used

Milestone plan

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.

FormulaValueOften used

Net present value

Compare cash flows at different times on a common present-value basis.

Guide · Applied

Fit and prerequisites

Prioritised for recurring project work: Compare cash flows at different times on a common present-value basis.

Before using it: Define the intended outcome and who will measure it.

FormulaRiskOften used

Net value of a risk response

Compare a paid risk response with accepting the original financial exposure.

Guide · Applied

Fit and prerequisites

Prioritised for recurring project work: Compare a paid risk response with accepting the original financial exposure.

Before using it: Describe events, consequences and assumptions before assigning numbers.

ToolQualityOften used

Pareto counts and cumulative share

Rank recorded problem categories to focus investigation.

Calculator + guide · Applied

Fit and prerequisites

Prioritised for recurring project work: Rank recorded problem categories to focus investigation.

Before using it: Agree acceptance criteria and distinguish variation from a meaningful signal.

FrameworkQualityOften used

Plan–Do–Study–Act

Connect a small test with evidence and a deliberate learning decision.

Source pointer · Foundation

Fit and prerequisites

Prioritised for recurring project work: Connect a small test with evidence and a deliberate learning decision.

Before using it: Agree acceptance criteria and distinguish variation from a meaningful signal.

FormulaCommunicationOften used

Potential communication channels

Count possible undirected pairwise connections in a group.

Guide · Applied

Fit and prerequisites

Prioritised for recurring project work: Count possible undirected pairwise connections in a group.

Before using it: Start with the decision, audience and feedback needed.

ToolFinanceOften used

Present and future value

Put a single cash amount on a common time basis.

Calculator + guide · Applied

Fit and prerequisites

Prioritised for recurring project work: Put a single cash amount on a common time basis.

Before using it: Use consistent currency, timing and price assumptions.

ReferenceRiskOften used

Probability-impact screening

Use explicitly defined probability and consequence categories to prioritise discussion of uncertain events.

Guide · Foundation

Fit and prerequisites

Prioritised for recurring project work: Use explicitly defined probability and consequence categories to prioritise discussion of uncertain events.

Before using it: Describe events, consequences and assumptions before assigning numbers.

FrameworkTeamsOften used

Psychological safety research

Explore the evidence connecting team conditions with speaking up and learning.

Source pointer · Foundation

Fit and prerequisites

Prioritised for recurring project work: Explore the evidence connecting team conditions with speaking up and learning.

Before using it: Look at working conditions and behaviours rather than labelling people.

ReferenceScopeOften used

Quantifying a change request

Compare a proposed scope change with a clearly defined no-change baseline.

Guide · Foundation

Fit and prerequisites

Prioritised for recurring project work: Compare a proposed scope change with a clearly defined no-change baseline.

Before using it: Agree outcomes, boundaries and acceptance evidence.

ModelGovernanceOften used

RACI matrix

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.

ModelCostOften used

Reserves in the budget

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.

ReferenceResourcesOften used

Resource loading over time

Translate scheduled activities into time-phased demand for particular people, skills or equipment.

Guide · Foundation

Fit and prerequisites

Prioritised for recurring project work: Translate scheduled activities into time-phased demand for particular people, skills or equipment.

Before using it: Keep effort, elapsed duration and skills distinct.

ModelResourcesOften used

Resource plan

A resource plan connects the work to the skills, capacity and availability required to perform it.

Guide · Foundation

Fit and prerequisites

Prioritised for recurring project work: A resource plan connects the work to the skills, capacity and availability required to perform it.

Before using it: Keep effort, elapsed duration and skills distinct.

ModelRiskOften used

Responses to threats and opportunities

Choose an action, an owner and a fallback for an uncertain event.

Guide · Foundation

Fit and prerequisites

Prioritised for recurring project work: Choose an action, an owner and a fallback for an uncertain event.

Before using it: Describe events, consequences and assumptions before assigning numbers.

ReferenceGovernanceOften used

Responsibility and accountability checks

Check that important deliverables and decisions have clear ownership.

Guide · Foundation

Fit and prerequisites

Prioritised for recurring project work: Check that important deliverables and decisions have clear ownership.

Before using it: Identify who can decide, the constraints and the evidence needed.

FormulaPerformanceOften used

Schedule performance index

Measure the amount of budgeted work earned relative to what was planned by the status date.

Guide · Applied

Fit and prerequisites

Prioritised for recurring project work: Measure the amount of budgeted work earned relative to what was planned by the status date.

Before using it: Use a common baseline, measurement boundary and status date.

FormulaPerformanceOften used

Schedule variance

Compare completed work with the work planned by a status date, expressed in budget units.

Guide · Applied

Fit and prerequisites

Prioritised for recurring project work: Compare completed work with the work planned by a status date, expressed in budget units.

Before using it: Use a common baseline, measurement boundary and status date.

ReferenceScopeOften used

Scope baseline changes

Distinguish approved scope change from unapproved expansion and incomplete delivery.

Guide · Foundation

Fit and prerequisites

Prioritised for recurring project work: Distinguish approved scope change from unapproved expansion and incomplete delivery.

Before using it: Agree outcomes, boundaries and acceptance evidence.

ReferenceRiskOften used

Sensitivity analysis

Find which uncertain inputs can change a decision or forecast most.

Guide · Foundation

Fit and prerequisites

Prioritised for recurring project work: Find which uncertain inputs can change a decision or forecast most.

Before using it: Describe events, consequences and assumptions before assigning numbers.

FrameworkStakeholdersOften used

Stakeholder theory

Investigate the relationships and responsibilities surrounding an organisation’s decisions.

Source pointer · Foundation

Fit and prerequisites

Prioritised for recurring project work: Investigate the relationships and responsibilities surrounding an organisation’s decisions.

Before using it: Consider interests, influence and those affected by decisions.

ModelValueOften used

The living business case

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.

ReferenceEvaluationOften used

Theory of change and logic models

Explain how an intervention is expected to produce an outcome and what assumptions connect the steps.

Guide · Foundation

Fit and prerequisites

Prioritised for recurring project work: Explain how an intervention is expected to produce an outcome and what assumptions connect the steps.

Before using it: Identify a comparison and plausible alternative explanations.

MethodResourcesOften used

Turn availability into a capacity plan

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.

ReferenceReferenceOften used

Units, periods and price bases

Check that a calculation combines quantities measured on compatible bases.

Guide · Foundation

Fit and prerequisites

Prioritised for recurring project work: Check that a calculation combines quantities measured on compatible bases.

Before using it: Make the measurement boundary explicit before calculating.

FormulaPerformanceOften used

Variance at completion

Show the difference between the work budget and the forecast final cost.

Guide · Applied

Fit and prerequisites

Prioritised for recurring project work: Show the difference between the work budget and the forecast final cost.

Before using it: Use a common baseline, measurement boundary and status date.

ReferenceStatisticsOften used

Weighted averages and percentage changes

Combine measurements using weights that match the question and keep ratio denominators explicit.

Guide · Foundation

Fit and prerequisites

Prioritised for recurring project work: Combine measurements using weights that match the question and keep ratio denominators explicit.

Before using it: Understand the sampling design, units and distribution assumptions.

ToolDecisionsOften used

Weighted option scoring

Make option ratings and criterion weights visible and comparable.

Calculator + guide · Applied

Fit and prerequisites

Prioritised for recurring project work: Make option ratings and criterion weights visible and comparable.

Before using it: Agree criteria, constraints and who owns the decision.

ModelScopeOften used

Work breakdown structure

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.

ToolFlowOften used

Work in progress and cycle time

Relate average work in progress, throughput and time in a stable system.

Calculator + guide · Applied

Fit and prerequisites

Prioritised for recurring project work: Relate average work in progress, throughput and time in a stable system.

Before using it: Use consistent workflow boundaries and observation periods.

FrameworkChangeSituational

ADKAR®

Explore individual adoption alongside delivery of an organisational change.

Source pointer · Foundation

Fit and prerequisites

Use when this specific decision arises: Explore individual adoption alongside delivery of an organisational change.

Before using it: Identify whose behaviour must change and how adoption will be observed.

FrameworkStrategySituational

Balanced Scorecard

Find the originating publication.

Source pointer · Foundation

Fit and prerequisites

Use when this specific decision arises: Find the originating publication.

Before using it: State the investment need and constraints before selecting an approach.

ModelProcurementSituational

BATNA and ZOPA

Decide when to say yes and when to walk away, against your best alternative.

Study sheet · Foundation

Fit and prerequisites

Use when this specific decision arises: Decide when to say yes and when to walk away, against your best alternative.

Before using it: Use the same scope and test commercial assumptions.

FrameworkTeamsSituational

Belbin® Team Roles

Consider a specific published approach to team contributions.

Source pointer · Foundation

Fit and prerequisites

Use when this specific decision arises: Consider a specific published approach to team contributions.

Before using it: Look at working conditions and behaviours rather than labelling people.

FrameworkChangeSituational

Bridges Transition Model

Explore the personal experience of transition when circumstances change.

Source pointer · Foundation

Fit and prerequisites

Use when this specific decision arises: Explore the personal experience of transition when circumstances change.

Before using it: Identify whose behaviour must change and how adoption will be observed.

MethodPerformanceSituational

Build and challenge an earned-value forecast

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.

ModelFlowSituational

Burn charts and velocity

Forecast, as a range, when a team will finish, and see whether a gap comes from its pace or from added scope.

Study sheet · Foundation

Fit and prerequisites

Use when this specific decision arises: Forecast, as a range, when a team will finish, and see whether a gap comes from its pace or from added scope.

Before using it: Use consistent workflow boundaries and observation periods.

ReferenceFlowSituational

Burndown, burnup and scope change

Track completed and remaining work while keeping changes in total scope visible.

Guide · Foundation

Fit and prerequisites

Use when this specific decision arises: Track completed and remaining work while keeping changes in total scope visible.

Before using it: Use consistent workflow boundaries and observation periods.

FrameworkStrategySituational

Business Model Canvas

Explore an established way to discuss how an organisation creates and captures value.

Source pointer · Foundation

Fit and prerequisites

Use when this specific decision arises: Explore an established way to discuss how an organisation creates and captures value.

Before using it: State the investment need and constraints before selecting an approach.

ModelQualitySituational

Cause-and-effect (fishbone) diagram

Sort the possible causes of one problem into groups, so the team looks across the whole system first.

Study sheet · Foundation

Fit and prerequisites

Use when this specific decision arises: Sort the possible causes of one problem into groups, so the team looks across the whole system first.

Before using it: Agree acceptance criteria and distinguish variation from a meaningful signal.

ModelChangeSituational

Change curve

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.

ModelPeopleSituational

Choosing a response to conflict

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.

ToolFlowSituational

Completion-rate release estimate

Explore how observed delivery rates change a remaining-work estimate.

Calculator + guide · Applied

Fit and prerequisites

Use when this specific decision arises: Explore how observed delivery rates change a remaining-work estimate.

Before using it: Use consistent workflow boundaries and observation periods.

ModelProcurementSituational

Contract types and risk

Choose how a supplier is paid, and so who carries the cost risk, to fit how well the work is defined.

Study sheet · Foundation

Fit and prerequisites

Use when this specific decision arises: Choose how a supplier is paid, and so who carries the cost risk, to fit how well the work is defined.

Before using it: Use the same scope and test commercial assumptions.

ModelQualitySituational

Control chart

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.

ModelPerformanceSituational

Control cycle

Compare progress and the forecast with the baseline, then correct the work or change the plan.

Study sheet · Foundation

Fit and prerequisites

Use when this specific decision arises: Compare progress and the forecast with the baseline, then correct the work or change the plan.

Before using it: Use a common baseline, measurement boundary and status date.

ToolStatisticsSituational

Correlation and simple regression

Describe a linear relationship between paired observations.

Calculator + guide · Advanced

Fit and prerequisites

Use when this specific decision arises: Describe a linear relationship between paired observations.

Before using it: Understand the sampling design, units and distribution assumptions.

ReferenceQualitySituational

Cost of quality

Compare the cost of preventing and detecting errors with the consequences of failures.

Guide · Foundation

Fit and prerequisites

Use when this specific decision arises: Compare the cost of preventing and detecting errors with the consequences of failures.

Before using it: Agree acceptance criteria and distinguish variation from a meaningful signal.

ModelScheduleSituational

Critical path method (CPM)

Find the chain that sets the shortest possible duration: the work whose delay moves the end date.

Study sheet · Foundation

Fit and prerequisites

Use when this specific decision arises: Find the chain that sets the shortest possible duration: the work whose delay moves the end date.

Before using it: Check dependencies, duration assumptions and resource availability.

ReferenceFlowSituational

Cumulative flow and WIP limits

Observe how work accumulates in different workflow states and make overload visible.

Guide · Foundation

Fit and prerequisites

Use when this specific decision arises: Observe how work accumulates in different workflow states and make overload visible.

Before using it: Use consistent workflow boundaries and observation periods.

ReferenceFinanceSituational

Currency exposure

Identify how cash flows in different currencies change a project’s funding needs.

Guide · Foundation

Fit and prerequisites

Use when this specific decision arises: Identify how cash flows in different currencies change a project’s funding needs.

Before using it: Use consistent currency, timing and price assumptions.

FrameworkDecisionsSituational

Cynefin®

Explore how the nature of a situation affects the way decisions are made.

Source pointer · Foundation

Fit and prerequisites

Use when this specific decision arises: Explore how the nature of a situation affects the way decisions are made.

Before using it: Agree criteria, constraints and who owns the decision.

ReferenceDecisionsSituational

Decision trees

Separate choices from uncertain outcomes so conditional costs and payoffs can be compared.

Guide · Foundation

Fit and prerequisites

Use when this specific decision arises: Separate choices from uncertain outcomes so conditional costs and payoffs can be compared.

Before using it: Agree criteria, constraints and who owns the decision.

ToolQualitySituational

Defect density and removal efficiency

Track observed defects on a consistent measurement boundary.

Calculator + guide · Applied

Fit and prerequisites

Use when this specific decision arises: Track observed defects on a consistent measurement boundary.

Before using it: Agree acceptance criteria and distinguish variation from a meaningful signal.

ModelPerformanceSituational

Earned value forecasting

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.

ModelPerformanceSituational

Earned value: progress and cost

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.

ReferenceEstimationSituational

Estimate maturity and uncertainty

Explain how scope definition, evidence and estimation method affect the confidence in an estimate.

Guide · Foundation

Fit and prerequisites

Use when this specific decision arises: Explain how scope definition, evidence and estimation method affect the confidence in an estimate.

Before using it: Define scope, units and the evidence behind the range.

MethodEstimationSituational

Estimate with a range

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.

ModelEstimationSituational

Estimating techniques by stage

Fit the technique to the stage and the data, and show how wide the estimate still is.

Study sheet · Foundation

Fit and prerequisites

Use when this specific decision arises: Fit the technique to the stage and the data, and show how wide the estimate still is.

Before using it: Define scope, units and the evidence behind the range.

ReferenceEvaluationSituational

Evaluation and causal inference

Choose evidence that can distinguish an intervention’s contribution from other changes.

Guide · Advanced

Fit and prerequisites

Use when this specific decision arises: Choose evidence that can distinguish an intervention’s contribution from other changes.

Before using it: Identify a comparison and plausible alternative explanations.

ReferenceDecisionsSituational

Feedback and systems thinking

Examine how feedback, delays and system boundaries shape a problem over time.

Guide · Foundation

Fit and prerequisites

Use when this specific decision arises: Examine how feedback, delays and system boundaries shape a problem over time.

Before using it: Agree criteria, constraints and who owns the decision.

FrameworkCoachingSituational

GROW coaching model

Find a structured approach to a coaching conversation.

Source pointer · Foundation

Fit and prerequisites

Use when this specific decision arises: Find a structured approach to a coaching conversation.

Before using it: Agree the purpose and avoid treating a framework as a diagnosis.

ToolRiskSituational

Independent risk exposure

Sum expected losses and estimate variation under independent event assumptions.

Calculator + guide · Applied

Fit and prerequisites

Use when this specific decision arises: Sum expected losses and estimate variation under independent event assumptions.

Before using it: Describe events, consequences and assumptions before assigning numbers.

ToolFinanceSituational

Internal rate of return

Find the break-even discount rate for a conventional investment cash-flow sequence.

Calculator + guide · Applied

Fit and prerequisites

Use when this specific decision arises: Find the break-even discount rate for a conventional investment cash-flow sequence.

Before using it: Use consistent currency, timing and price assumptions.

ModelFlowSituational

Kanban board and flow

Keep a flow of work moving and predictable, by showing all of it and limiting how much is in progress at once.

Study sheet · Foundation

Fit and prerequisites

Use when this specific decision arises: Keep a flow of work moving and predictable, by showing all of it and limiting how much is in progress at once.

Before using it: Use consistent workflow boundaries and observation periods.

FrameworkChangeSituational

Kotter’s change approach

Consider the leadership and organisational work needed for a substantial change.

Source pointer · Foundation

Fit and prerequisites

Use when this specific decision arises: Consider the leadership and organisational work needed for a substantial change.

Before using it: Identify whose behaviour must change and how adoption will be observed.

ModelPeopleSituational

Leadership that fits the situation

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.

ModelChangeSituational

Leading change in steps

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.

FrameworkDeliverySituational

Lean thinking

Explore improvement through customer value and the way work flows.

Source pointer · Foundation

Fit and prerequisites

Use when this specific decision arises: Explore improvement through customer value and the way work flows.

Before using it: Start with uncertainty, feedback and the cost of changing completed work.

ToolFinanceSituational

Level-payment annuity

Value an equal payment at the end of each period.

Calculator + guide · Applied

Fit and prerequisites

Use when this specific decision arises: Value an equal payment at the end of each period.

Before using it: Use consistent currency, timing and price assumptions.

FrameworkChangeSituational

Lewin’s group dynamics and change

Investigate the social forces and conditions that sustain or change behaviour.

Source pointer · Foundation

Fit and prerequisites

Use when this specific decision arises: Investigate the social forces and conditions that sustain or change behaviour.

Before using it: Identify whose behaviour must change and how adoption will be observed.

ToolProcurementSituational

Make-or-buy cost comparison

Compare an in-house fixed-plus-variable cost with an external unit price.

Calculator + guide · Applied

Fit and prerequisites

Use when this specific decision arises: Compare an in-house fixed-plus-variable cost with an external unit price.

Before using it: Use the same scope and test commercial assumptions.

FrameworkStrategySituational

McKinsey 7-S framework

Explore organisational alignment when planning a change.

Source pointer · Foundation

Fit and prerequisites

Use when this specific decision arises: Explore organisational alignment when planning a change.

Before using it: State the investment need and constraints before selecting an approach.

ReferenceScheduleSituational

Milestone trend analysis

Track how successive forecasts of the same milestone change over time.

Guide · Foundation

Fit and prerequisites

Use when this specific decision arises: Track how successive forecasts of the same milestone change over time.

Before using it: Check dependencies, duration assumptions and resource availability.

ModelScopeSituational

MoSCoW prioritisation

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.

ModelFinanceSituational

Net present value and IRR

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.

ToolFinanceSituational

Nominal to real rate

Align a nominal rate with cash flows measured at constant prices.

Calculator + guide · Applied

Fit and prerequisites

Use when this specific decision arises: Align a nominal rate with cash flows measured at constant prices.

Before using it: Use consistent currency, timing and price assumptions.

ReferenceStatisticsSituational

Normal models and confidence intervals

Quantify sampling uncertainty when a distributional model and sampling design justify it.

Guide · Advanced

Fit and prerequisites

Use when this specific decision arises: Quantify sampling uncertainty when a distributional model and sampling design justify it.

Before using it: Understand the sampling design, units and distribution assumptions.

ModelQualitySituational

Pareto chart

Rank the causes of a problem by count, so the team fixes first the vital few that produce most of the effect.

Study sheet · Foundation

Fit and prerequisites

Use when this specific decision arises: Rank the causes of a problem by count, so the team fixes first the vital few that produce most of the effect.

Before using it: Agree acceptance criteria and distinguish variation from a meaningful signal.

ModelFinanceSituational

Payback period

Show how long the money is at risk: the time until the cash coming back equals the cash put in.

Study sheet · Foundation

Fit and prerequisites

Use when this specific decision arises: Show how long the money is at risk: the time until the cash coming back equals the cash put in.

Before using it: Use consistent currency, timing and price assumptions.

ModelQualitySituational

Plan–do–check–act (PDCA)

Improve a process or a deliverable in small, tested steps.

Study sheet · Foundation

Fit and prerequisites

Use when this specific decision arises: Improve a process or a deliverable in small, tested steps.

Before using it: Agree acceptance criteria and distinguish variation from a meaningful signal.

FrameworkGovernanceSituational

PM² project management methodology

Find a publicly available project methodology and its official resources.

Source pointer · Foundation

Fit and prerequisites

Use when this specific decision arises: Find a publicly available project methodology and its official resources.

Before using it: Identify who can decide, the constraints and the evidence needed.

FrameworkStrategySituational

Porter’s Five Forces

Investigate the competitive setting behind a proposed investment.

Source pointer · Foundation

Fit and prerequisites

Use when this specific decision arises: Investigate the competitive setting behind a proposed investment.

Before using it: State the investment need and constraints before selecting an approach.

ModelStakeholdersSituational

Power–interest grid

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.

ModelDeliverySituational

Project closure checklist

End a project or a release so the result is accepted, runs in the right hands, and nothing is left open.

Study sheet · Foundation

Fit and prerequisites

Use when this specific decision arises: End a project or a release so the result is accepted, runs in the right hands, and nothing is left open.

Before using it: Start with uncertainty, feedback and the cost of changing completed work.

ReferenceDecisionsSituational

Project complexity assessment

Examine interactions, uncertainty and constraints that make delivery hard to predict.

Guide · Foundation

Fit and prerequisites

Use when this specific decision arises: Examine interactions, uncertainty and constraints that make delivery hard to predict.

Before using it: Agree criteria, constraints and who owns the decision.

ModelPeopleSituational

Psychological safety

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.

ModelQualitySituational

Quality assurance vs quality control

Keep four quality checks apart: process, deliverable, specification and real need.

Study sheet · Foundation

Fit and prerequisites

Use when this specific decision arises: Keep four quality checks apart: process, deliverable, specification and real need.

Before using it: Agree acceptance criteria and distinguish variation from a meaningful signal.

ModelPeopleSituational

Reading a developing conflict

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.

FrameworkEstimationSituational

Reference class forecasting

Challenge an estimate using outcomes from a defensibly comparable class of completed projects.

Source pointer · Foundation

Fit and prerequisites

Use when this specific decision arises: Challenge an estimate using outcomes from a defensibly comparable class of completed projects.

Before using it: Define scope, units and the evidence behind the range.

ModelPeopleSituational

Reflection cycle

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.

ModelResourcesSituational

Resource histogram and levelling

Set the people the plan needs per period against those available, and remove the overloads.

Study sheet · Foundation

Fit and prerequisites

Use when this specific decision arises: Set the people the plan needs per period against those available, and remove the overloads.

Before using it: Keep effort, elapsed duration and skills distinct.

ReferenceResourcesSituational

Resource levelling and smoothing

Adjust work timing to make resource demand feasible or less uneven.

Guide · Foundation

Fit and prerequisites

Use when this specific decision arises: Adjust work timing to make resource demand feasible or less uneven.

Before using it: Keep effort, elapsed duration and skills distinct.

ModelScheduleSituational

Schedule compression

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.

ToolScheduleSituational

Schedule crashing cost slope

Compare additional activity cost per unit of possible duration reduction.

Calculator + guide · Applied

Fit and prerequisites

Use when this specific decision arises: Compare additional activity cost per unit of possible duration reduction.

Before using it: Check dependencies, duration assumptions and resource availability.

FrameworkDeliverySituational

Scrum

Find the canonical definition before adapting a Scrum-based delivery approach.

Source pointer · Foundation

Fit and prerequisites

Use when this specific decision arises: Find the canonical definition before adapting a Scrum-based delivery approach.

Before using it: Start with uncertainty, feedback and the cost of changing completed work.

FrameworkLeadershipSituational

Self-determination theory

Explore research on motivation and the social conditions that support it.

Source pointer · Foundation

Fit and prerequisites

Use when this specific decision arises: Explore research on motivation and the social conditions that support it.

Before using it: Consider the person, task and authority available.

ModelCommunicationSituational

Sender–receiver model

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.

ToolFinanceSituational

Simple and discounted payback

Estimate when positive receipts recover the initial outlay.

Calculator + guide · Applied

Fit and prerequisites

Use when this specific decision arises: Estimate when positive receipts recover the initial outlay.

Before using it: Use consistent currency, timing and price assumptions.

ReferenceResourcesSituational

Skill coverage and competence gaps

Compare the capabilities needed for the work with evidenced availability.

Guide · Foundation

Fit and prerequisites

Use when this specific decision arises: Compare the capabilities needed for the work with evidenced availability.

Before using it: Keep effort, elapsed duration and skills distinct.

ReferenceEstimationSituational

Software size and effort estimation

Keep product size, team-relative effort and elapsed duration distinct.

Guide · Foundation

Fit and prerequisites

Use when this specific decision arises: Keep product size, team-relative effort and elapsed duration distinct.

Before using it: Define scope, units and the evidence behind the range.

ReferenceStakeholdersSituational

Stakeholder salience

Examine why particular stakeholder claims receive attention and whose claims may be overlooked.

Guide · Foundation

Fit and prerequisites

Use when this specific decision arises: Examine why particular stakeholder claims receive attention and whose claims may be overlooked.

Before using it: Consider interests, influence and those affected by decisions.

ModelPerformanceSituational

Status report and RAG

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.

ToolStatisticsSituational

Survey sample size for a proportion

Plan the number of completed responses for a simple random sample.

Calculator + guide · Applied

Fit and prerequisites

Use when this specific decision arises: Plan the number of completed responses for a simple random sample.

Before using it: Understand the sampling design, units and distribution assumptions.

ModelPeopleSituational

Team development stages

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.

ModelChangeSituational

The change control route

Change a baseline only by decision: the impact known, and the right level deciding.

Study sheet · Foundation

Fit and prerequisites

Use when this specific decision arises: Change a baseline only by decision: the impact known, and the right level deciding.

Before using it: Identify whose behaviour must change and how adoption will be observed.

ModelDeliverySituational

The Scrum cycle

Deliver in short, fixed cycles, and after each one inspect and adapt.

Study sheet · Foundation

Fit and prerequisites

Use when this specific decision arises: Deliver in short, fixed cycles, and after each one inspect and adapt.

Before using it: Start with uncertainty, feedback and the cost of changing completed work.

ModelEstimationSituational

Three-point estimate (PERT)

Replace a single guess with a range: an expected value and a spread that show how sure the estimate is.

Study sheet · Foundation

Fit and prerequisites

Use when this specific decision arises: Replace a single guess with a range: an expected value and a spread that show how sure the estimate is.

Before using it: Define scope, units and the evidence behind the range.

FormulaEstimationSituational

Three-point estimation

Use optimistic, most likely and pessimistic estimates to make uncertainty explicit.

Guide · Applied

Fit and prerequisites

Use when this specific decision arises: Use optimistic, most likely and pessimistic estimates to make uncertainty explicit.

Before using it: Define scope, units and the evidence behind the range.

ToolScheduleSituational

Three-point fixed-path estimate

Combine weighted activity means and approximate variances on one defined path.

Calculator + guide · Applied

Fit and prerequisites

Use when this specific decision arises: Combine weighted activity means and approximate variances on one defined path.

Before using it: Check dependencies, duration assumptions and resource availability.

FormulaPerformanceSituational

To-complete performance index

Calculate the cost efficiency required on the remaining work to finish within the original work budget.

Guide · Applied

Fit and prerequisites

Use when this specific decision arises: Calculate the cost efficiency required on the remaining work to finish within the original work budget.

Before using it: Use a common baseline, measurement boundary and status date.

ModelScheduleSituational

Total float and free float

How long each activity can slip before the end date moves, or before the next activity must wait.

Study sheet · Foundation

Fit and prerequisites

Use when this specific decision arises: How long each activity can slip before the end date moves, or before the next activity must wait.

Before using it: Check dependencies, duration assumptions and resource availability.

FrameworkTeamsSituational

Tuckman’s team development research

Read the research behind a frequently simplified team-development model.

Source pointer · Foundation

Fit and prerequisites

Use when this specific decision arises: Read the research behind a frequently simplified team-development model.

Before using it: Look at working conditions and behaviours rather than labelling people.

ReferencePerformanceSituational

Variance thresholds and trends

Set explicit triggers for investigating a departure from an agreed baseline.

Guide · Foundation

Fit and prerequisites

Use when this specific decision arises: Set explicit triggers for investigating a departure from an agreed baseline.

Before using it: Use a common baseline, measurement boundary and status date.

FrameworkCoachingSituational

WOOP

Explore research on turning a personal intention into action.

Source pointer · Foundation

Fit and prerequisites

Use when this specific decision arises: Explore research on turning a personal intention into action.

Before using it: Agree the purpose and avoid treating a framework as a diagnosis.

ReferenceDecisionsSpecialist

Analytic hierarchy process

Use structured pairwise judgements to explore the relative priority of alternatives and criteria.

Guide · Advanced

Fit and prerequisites

Use with specialist context or review: Use structured pairwise judgements to explore the relative priority of alternatives and criteria.

Before using it: Agree criteria, constraints and who owns the decision.

FrameworkGovernanceSpecialist

CMMI®

Explore a published approach to organisational capability improvement.

Source pointer · Foundation

Fit and prerequisites

Use with specialist context or review: Explore a published approach to organisational capability improvement.

Before using it: Identify who can decide, the constraints and the evidence needed.

FrameworkScheduleSpecialist

Critical chain and constraints

Investigate resource constraints and schedule protection through the originating author’s work.

Source pointer · Foundation

Fit and prerequisites

Use with specialist context or review: Investigate resource constraints and schedule protection through the originating author’s work.

Before using it: Check dependencies, duration assumptions and resource availability.

ToolResourcesSpecialist

Cumulative-average learning curve

Explore declining average effort for repeated comparable production.

Calculator + guide · Advanced

Fit and prerequisites

Use with specialist context or review: Explore declining average effort for repeated comparable production.

Before using it: Keep effort, elapsed duration and skills distinct.

ToolPerformanceSpecialist

Earned schedule

Translate earned value into equivalent baseline time.

Calculator + guide · Advanced

Fit and prerequisites

Use with specialist context or review: Translate earned value into equivalent baseline time.

Before using it: Use a common baseline, measurement boundary and status date.

FrameworkQualitySpecialist

EFQM Model

Find an organisational assessment approach for improvement work.

Source pointer · Foundation

Fit and prerequisites

Use with specialist context or review: Find an organisational assessment approach for improvement work.

Before using it: Agree acceptance criteria and distinguish variation from a meaningful signal.

FrameworkTeamsSpecialist

Gersick’s punctuated equilibrium research

Explore an alternative account of how teams change their working approach over time.

Source pointer · Foundation

Fit and prerequisites

Use with specialist context or review: Explore an alternative account of how teams change their working approach over time.

Before using it: Look at working conditions and behaviours rather than labelling people.

FrameworkSustainabilitySpecialist

GPM® P5™ Standard

Find project-specific guidance on sustainability impacts.

Source pointer · Foundation

Fit and prerequisites

Use with specialist context or review: Find project-specific guidance on sustainability impacts.

Before using it: Specify affected groups, time horizons and measurable obligations.

FrameworkTeamsSpecialist

Hofstede’s cultural dimensions

Examine a widely cited account of differences between cultural contexts.

Source pointer · Foundation

Fit and prerequisites

Use with specialist context or review: Examine a widely cited account of differences between cultural contexts.

Before using it: Look at working conditions and behaviours rather than labelling people.

ToolProcurementSpecialist

Incentive contract cost threshold

Calculate when an illustrative incentive-price formula reaches its ceiling.

Calculator + guide · Applied

Fit and prerequisites

Use with specialist context or review: Calculate when an illustrative incentive-price formula reaches its ceiling.

Before using it: Use the same scope and test commercial assumptions.

FrameworkRiskSpecialist

NIST AI Risk Management Framework

Find an authoritative reference when a project develops or adopts AI.

Source pointer · Foundation

Fit and prerequisites

Use with specialist context or review: Find an authoritative reference when a project develops or adopts AI.

Before using it: Describe events, consequences and assumptions before assigning numbers.

ReferenceDecisionsSpecialist

Portfolio selection under constraints

Select a feasible combination of initiatives rather than simply ranking projects independently.

Guide · Foundation

Fit and prerequisites

Use with specialist context or review: Select a feasible combination of initiatives rather than simply ranking projects independently.

Before using it: Agree criteria, constraints and who owns the decision.

ToolQualitySpecialist

Process capability: Cp and Cpk

Compare a stable process’s spread and centring with specification limits.

Calculator + guide · Advanced

Fit and prerequisites

Use with specialist context or review: Compare a stable process’s spread and centring with specification limits.

Before using it: Agree acceptance criteria and distinguish variation from a meaningful signal.

ReferenceRiskSpecialist

Risk-adjusted cost and schedule forecasts

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.

ReferenceQualitySpecialist

Statistical process control

Distinguish routine process variation from signals that merit investigation.

Guide · Advanced

Fit and prerequisites

Use with specialist context or review: Distinguish routine process variation from signals that merit investigation.

Before using it: Agree acceptance criteria and distinguish variation from a meaningful signal.

ToolFinanceSpecialist

Straight-line depreciation

Separate a simple accounting charge from cash spending.

Calculator + guide · Applied

Fit and prerequisites

Use with specialist context or review: Separate a simple accounting charge from cash spending.

Before using it: Use consistent currency, timing and price assumptions.

ToolRiskSpecialist

Triangular cost simulation

Explore a sum of uncertain cost components with reproducible simulated percentiles.

Calculator + guide · Advanced

Fit and prerequisites

Use with specialist context or review: Explore a sum of uncertain cost components with reproducible simulated percentiles.

Before using it: Describe events, consequences and assumptions before assigning numbers.

ToolFinanceSpecialist

Weighted average cost of capital

Combine equity and after-tax debt costs using financing weights.

Calculator + guide · Advanced

Fit and prerequisites

Use with specialist context or review: Combine equity and after-tax debt costs using financing weights.

Before using it: Use consistent currency, timing and price assumptions.