This page contains material that provides additional aid to managers, project managers and project team members. The different libraries are available depending on the level of your paid license.

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Examples

Know More

Define, Plan, and Engage: Creating Project Terms of Reference

Define, Plan, and Engage: Writing Proposal

Process Mapping: Action Lists, The Tracker and Managing Change

Process Mapping: Attendance Tracker

Process Mapping: Change Controller

Process Mapping: Communication

Process Mapping: Customizing Stencils in Visio

Process Mapping: Customizing the Map Template

Process Mapping: Preparing for Mapping Work-sessions

Process Mapping: Preparing for Position Mapping Workshop

Process Mapping: Printing Maps in MS Visio

Process Mapping: Process Assessment

Process Mapping: Process Ownership

Process Mapping: ProcessStep Methodology

Process Mapping: Running Mapping Work-sessions

Process Mapping: Safety, Security and Well-being

Process Mapping: Scheduling

Templates

DPE: 1 Page Contract (Word)

DPE: Client Charter (Word)

DPE: Client Service Contract (Word)

DPE: Key Event Schedule - Performance Tracker (Excel)

DPE: ProcessStep Proposal Presentation (PowerPoint)

DPE: Project Report (Word)

DPE: Project Terms of Reference (Word)

DPE: Proposal Profiler (Excel)

DPE: Statement of Work (Word)

DPE: Time Sheet and Invoice (Excel)

DPE: The Proposal (Word)

DPE: Association Contract (Word)

DPE: Key Event Schedule (Excel)

PM: Action List (Word)

PM: Action Tracker (Excel)

PM: Attendance List (Word)

PM: Attendance Tracker (Excel)

PM: Client Project Owner, Manager Prep (Word)

PM: General (Visio Stencil)

PM: Hand Drawn Icons (PDF)

PM: How to Read a ProcessStep Map (Word)

PM: How to Read a ProcessStep Map (Visio)

PM: How to Read a ProcessStep Map (PowerPoint)

PM: Manage and Communications (Visio Stencil)

PM: Milestones (Excel)

PM: Participant Evaluation of ProcessStep (Word)

PM: Plan for the Session (PDF)

PM: Plan for the Session (Visio)

PM: Positioning Map (Visio)

PM: Prepare and Finish (Visio Stencil)

PM: Priority Profiler (Excel)

PM: Process Assessment (Word)

PM: Process Map (Visio)

PM: Process Sign-Over Checklist (Word)

PM: ProcessStep Icons (PowerPoint)

PM: ProcessStep Methodology Presentation (PowerPoint)

PM: ProcessStep Quality Checklist (Word)

PM: Scheduler (Excel)

PM: Status Report (Word)

PM: Template for A0 Size Map (Visio)

PM: Work-session Brief (Word)

Examples

What ProcessStep Is - Quick Introduction (Visio)

DPE: Client Charter (Word)

DPE: Proposal Example (Word)

DPE: Key Event Schedule (Excel)

DPE: Project Terms of Reference (Word)

DPE: Proposal Profiler (Excel)

DPE: Utilizing Process to Achieve Strategic Compliance (Visio)

DPE: Utilizing Process to Achieve Strategic Compliance (PDF)

PM: Hand Drawn Process Map (Word)

PM: Milestones Record (Excel)

PM: Positioning Map (Visio)

PM: ProcessStep Assessment (Word)

PM: ProcessStep Map Example (Visio)