top of page

Project Tools

The success of any program or project involving many stakeholders is the ability to capture requirements effectively and gain alignment between individuals and the organization.  Unfortunately, no one tool is used throughout the program life cycle or across the diverse set of stakeholders.  What is consistent is the need to capture content and collaborate around it. The following tools have proven to enable the right conversations and align stakeholders.

Customer Journey Map

A comprehensive customer-focused canvas that combines customer journey, business process, voice of customer, domain experiences, and user stories around a persona.  It will be used to build a vision and roadmap for a digital transformation.

User Story One Slide

This is a snapshot of a user story. It can validate understanding of a customer's need or pain point and communicate simple business requirements with technical teams.

Business Requirements Document

A formal description of a business's needs from a digital tool or experience. This is not a technical specification.  The BRD is used as a formal request for a technical or product team to develop a product or experience.

KJ Method

This lightweight tool effectively builds a common understanding of a problem and accurately identifies where to focus. It should be used for multifaceted non-technical problems involving disparate interests and perspectives.

Project Charter

A charter is a formal document that describes an opportunity or issue and what will be delivered within a specific scope. The charter should be used to gain a shared understanding across stakeholders and formal commitment to what a team should collaborate on.

Quick Plan

An accelerated way to build a full project plan (deliverables/dependencies / and schedule) through a collaboration workshop. It should be used when time is of the essence or a complex set of stakeholders needs to be aligned through group dynamics.

Kanban Boards

A portfolio tool to capture the work that needs to be done, drive transparency across a collaborating team of stakeholders, and facilitate progress would be portfolio methods like a weekly stand-up.  To be used when a program has many diverse developments. 

bottom of page