Calculators and templates

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.

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.

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.

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.

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

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

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

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

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.

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.

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.

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.

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.

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.

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.

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.

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

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

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.

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.

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

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

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.

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.

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.

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

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

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.

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.