Getting Aligned Worksheet
Set yourself (or your team) up for success by getting aligned with your project lead or manager on priorities, expectations, resources, and check-in points along the way.
Managing Projects
Debriefing Template
By debriefing at the end of a project, you can capture lessons learned to ensure even better results next time. This template will help you ask the right questions.
MOCHA: How To Assign Responsibilities
Try our “MOCHA” model (Manager, Owner, Consulted, Helper, Approver) to establish clear roles on projects.
Project Planning Template: Step-by-Step Guide
For complex projects, it’s helpful to have a written plan that lays out “who will do what by when,” including interim deadlines for smaller components.
Delegation Worksheet
Project leaders and managers: use this worksheet when delegating a new project or responsibility to get aligned on expectations, resources, constraints, and how you’ll check in about progress.