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Templates & toolkits

Plug-and-play files that pair with the books — built in the tools you already run. Every template ships with the AI prompt that fills it, because a blank template is a commodity and a filled one is a workflow.

Six packs

Built around one project, end to end

Every pack is filled with the same worked example — a payments-platform migration — so you can trace one project through charter, requirements, risks, testing, and reporting. And every template ships with the AI prompt that fills it.

RISK
REGISTER
+ RAID
Launching first
Risk & RAID

Risk Register + RAID Log Pack

The scored risk register and RAID log from the workflow the series is built on — with the Claude prompts that fill them from your project docs.

  • Scored register: likelihood × impact, auto-calculated
  • RAID log with owners and review dates
  • Embedded fill prompts, not just blank cells
  • XLSX — opens in Excel and Google Sheets
$14.99XLSX
EXEC
STATUS
REPORT
Coming soon
Reporting

Executive Status Report Pack

Weekly, monthly, and steering-committee variants of the report you write most — plus the prompt that drafts each one from raw notes.

  • Three report formats for three audiences
  • RAG dashboard that doesn't drift green
  • Drafting prompts with the watch-fors included
TBAXLSX + DOCX
PROJECT
CHARTER
+ KICKOFF
Coming soon
Initiation

Project Charter + Kickoff Pack

Everything the first two weeks of a project needs: charter, stakeholder register, and a kickoff deck outline that survives contact with a sponsor.

  • Charter with scope IN/OUT and change triggers
  • Stakeholder register with influence mapping
  • Kickoff deck outline and speaking notes
TBADOCX + XLSX
BRD · FRD
USER
STORIES
Coming soon
Requirements · BA

BRD + FRD + User Story Pack

The business analyst's core document set, with Given/When/Then acceptance criteria and the elicitation prompts that get you to a first draft.

  • BRD and FRD templates that pair, not overlap
  • User stories with Given/When/Then criteria
  • Requirements gap-finder prompt included
TBADOCX
RTM
+ UAT
PLAN
Coming soon
Traceability · BA

RTM + UAT Plan Pack

Requirements traceability and user acceptance testing — the compliance-adjacent artifacts nobody enjoys building and everybody gets asked for.

  • Traceability matrix linked requirement to test
  • UAT plan with entry and exit criteria
  • Defect triage log
TBAXLSX
THE PM
WORKFLOW
LIBRARY
Coming soon
The system

The PM Workflow Library

Not templates — chains. Five end-to-end workflows where each prompt's output becomes the next one's input, from meeting notes all the way to a sent status report.

  • Meeting notes → action items → status report
  • Risk identification → register → escalation email
  • Sprint loop: planning → standup → retro
TBAZIP · guides + prompts

Why these aren't just templates: a blank charter is a commodity — you can find fifty for free. What you can't find is the charter plus the prompt that drafts it from your raw meeting notes, plus the watch-for that tells you where the AI will quietly get it wrong. That pairing is the whole product.

Formats: spreadsheets ship as XLSX and open cleanly in both Excel and Google Sheets — formulas and conditional formatting intact. Documents ship as DOCX. Newsletter subscribers hear first when each pack goes live, usually with a launch price.

Be first in line

Grab the free prompt pack and you're on the list — every template pack is announced to subscribers before anywhere else.

Get the Free Prompt Pack →