This section contains a comprehensive collection of templates, guides, and tools designed to support project delivery throughout the entire project lifecycle. These resources have been developed and refined through practical application across multiple professional services engagements.
Each resource is designed to be adaptable to different project types, client environments, and delivery methodologies. While organized by project phase for easy reference, many of these resources can be utilized across multiple phases as needed.
Resource Name Description Link
Common Risks Standard risk checklist covering typical project risks and mitigation strategies View Template Project Charter Template Template for defining project scope, objectives, and success criteria during pre-sales Download Template
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Canvas Creation Guide Step-by-step guide for creating project canvases to visualize scope, stakeholders, and key project elements View Guide Create Collaboration Project Instructions for setting up collaborative workspaces and project structures in GitLab View Guide Communication Plan Template Template for establishing project communication protocols, stakeholder matrix, and meeting cadence Download Template Pre-Planning Agenda Standard agenda template for initial project planning meetings and stakeholder alignment sessions Download Template Project Kickoff Agenda Comprehensive agenda template for project kickoff meetings with stakeholders Download Template Welcome Email Template for initial client welcome and project introduction communications Download Template
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Comprehensive Project Artifacts Complete set of planning documents and templates for project initialization Download Template Kantata Forecasting Resource Management Guide for resource planning and forecasting using Kantata platform View Guide
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Create New Issues From Template Guide for standardizing issue creation and tracking during delivery View Guide Weekly Status Template Template for consistent project status reporting and stakeholder updates Download Template Managing Dependencies Framework for identifying, tracking, and managing project dependencies View Guide Managing Risk Ongoing risk management processes and escalation procedures View Guide MVP PM Activities Guide for minimum viable product project management activities View Guide PS Customer Journey Documentation of the professional services customer experience journey View Guide PS Reporting Schedule Standard reporting cadence and deliverables for professional services projects View Guide Billable Non-billable Time Tracking Guide for accurate time tracking and billing classification View Guide
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Escalation Template Standard template for documenting and managing project escalations Download Template Creating Support Ticket Guide for creating effective support tickets during escalations View Guide
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Navigating PS Plan GitLab and CO-WE-WaR Guide for navigating professional services planning tools and workflows View Guide
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Project Closure Document Comprehensive template for project closure documentation and handoff Download Template Project Closure Retro Template Template for conducting project closure retrospectives and lessons learned Download Template Project Closure Summary Summary template for high-level project closure reporting View Guide Retrospective Template General retrospective template for project reviews and continuous improvement Download Template Customer Retro Template specifically designed for customer-facing retrospective sessions View Guide Internal Retro Internal team retrospective template for process improvement View Guide
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Canvas Template Generic canvas template for various project visualization needs Download Template Collaboration Project Template Reusable template for setting up collaborative project structures Download Template CO-WaR WE Coordination of Work at Risk and Work Estimation documentation View Guide CSAT Customer Satisfaction survey template and process guide View Guide Generic Working Agreement Template for establishing team working agreements and norms View Guide Key PS Delivery Locations GitLab Reference guide for key professional services delivery locations and contacts View Guide Reporting Project Status Framework for consistent project status reporting across all phases View Guide Useful Kantata Views Collection of useful Kantata platform views for project management View Guide Using Kantata Smartuploader Guide for utilizing Kantata's advanced project management features View Guide PMO Standard Issue Template Standardized issue template for consistent project management office processes Download Template
For specialized tools and integrations: