Tools for Chapter 2: Group Formation

• Team Profile
  • Proposal template
  • Sample BTM team profile
  • Sample Group Resume – https://www.cmu.edu/teaching/designteach/teach/instructionalstrategies/groupprojects/tools/SkillsInventoriesGroupResumes/GroupResume.docx
  • While this article speaks to webpages, inspiration for your profile can certainly be gleaned here https://www.smashingmagazine.com/2010/06/meet-the-team-pages-examples-and-trends/
  • Check out this skills inventory from Carnegie Mellon University
  • Competency test – https://www.123test.com/competency-test/
  • Skills survey – https://www.mindtools.com/pages/article/get-started.htm
  • 10 career self-assessment tools – https://www.monster.com/career-advice/article/best-free-career-assessment-tools
• Roles and responsibilities template
  • Project management guide for everything RACI – https://www.smartsheet.com/comprehensive-project-management-guide-everything-raci
  • Delegation checklist – https://d2myx53yhj7u4b.cloudfront.net/sites/default/files/IC-15-Item-delegation-checklist.pdf
• Proposal templates and info
• Group contract templates
  • BTM team contract template
  • Sample Team Contract
  • Team Contract Template
  • Group Contract
  • Sample Group Contract
  • UWaterloo Sample Group Contract
  • Guidelines for Writing Team Contracts
  • Team Contract Template

Tools for Chapter 3: Securing a Client

• Pitching to the client
  • How to pitch a project – https://www.youtube.com/watch?v=dak2DkfDTuU
  • 6 Psychological tricks to make people like you immediately – https://www.youtube.com/watch?v=a-Zhah7VSGQ
  • The elevator pitch – https://www.youtube.com/watch?v=phyU2BThK4Q
• Presenting to clients
  • 5 Steps to a killer presentation opener – https://www.youtube.com/watch?v=dEDcc0aCjaA
  • How to create an awesome slide presentation – https://www.youtube.com/watch?v=6bSOAl1i8bw
  • The surprising secret to speaking with confidence – https://www.youtube.com/watch?v=a2MR5XbJtXU
  • How to present your ideas clearly – https://www.youtube.com/watch?v=avew5rVAwi0
• Presentation decks
  • How to give an awesome presentation – https://www.youtube.com/watch?v=i68a6M5FFBc
  • Raw Shorts explainer video platform – https://www.rawshorts.com/

Tools for Chapter 4: Creating Effective Deliverables

• Project management apps/platforms:
  • https://monday.com/
  • www.basecamp.com
  • https://blog.capterra.com/free-open-source-project-management-software/

Tools for Chapter 9: Solution Phase

• Risk assessment matrix
  • https://view.officeapps.live.com/op/view.aspx?src=https://d2myx53yhj7u4b.cloudfront.net/sites/default/files/IC-Communication-Startegy-Risk-Assessment-Matrix-WORD.dotx

Tools for Chapter 13: Keep Your Client Informed

• Communications plan templates
  • Communication Plan Template – https://www.projectmanager.com/templates/communications-plan-template
  • Internal and external communication plan template – https://view.officeapps.live.com/op/view.aspx?src=https://d2myx53yhj7u4b.cloudfront.net/sites/default/files/IC-Internal-External-Stakeholder-Communication-Plan-Template.dotx
  • Communications management plan – https://view.officeapps.live.com/op/view.aspx?src=http://www.projectmanagementdocs.com/template/Communications-Management-Plan.doc
• SMART Goals template – https://view.officeapps.live.com/op/view.aspx?src=https://d2myx53yhj7u4b.cloudfront.net/sites/default/files/IC-Communication-Strategy-SMART-Goals-Template-WORD.dotx
• SoW/Charter templates
  • https://www.smartsheet.com/free-statement-work-templates
  • https://templates.office.com/en-us/Statement-of-Work-Red-design-TM03923594?ui=en-US&rs=en-US&ad=US&fromAR=1
  • https://templates.office.com/en-us/Statement-of-work-TM01184032?ui=en-US&rs=en-US&ad=US&fromAR=1
  • How to write an SoW http://peopleprocessandprofit.com/2010/08/25/how-to-write-a-sow/
  • Other SoW and Charter templates https://drive.google.com/drive/folders/1dfP9Phmxs645WkUC9ZuELG_mAthiCtmU?usp=sharing
• NDA templates
  • https://www.lawdepot.ca/contracts/non-disclosure-agreement/#.WvBdTdMvzOQ
  • https://www.legalcontracts.com/contracts/confidentiality-agreement/?loc=CA&pid=googleadwords-confid_ca-nondisclosureL1_m2-ggkey_nda%20template&gclid=CjwKCAjw8r_XBRBkEiwAjWGLlCQnCCockL_1rOuo1agyzqfohB5wa52EK6MJw0xFYuZQqjKQkAvJOBoCaGoQAvD_BwE
  • https://www.wonder.legal/en-ca/modele/non-disclosure-agreement-nda-en-ca

Tools for Chapter 17: Keep Your Client Partnered

• CR templates/samples
  • Example change request form – https://view.officeapps.live.com/op/view.aspx?src=https://www2a.cdc.gov/cdcup/library/templates/CDC_UP_Change_Request_Form_Example.doc
  • Change request form template – http://www.fdot.gov/it/PDM/8_Project_Management/Change_Control_Request_Form.docx
  • Sample change request form – https://view.officeapps.live.com/op/view.aspx?src=https://pma.doit.wisc.edu/DoIT%20Templates_Examples/Stage%203%20-%20Plan/Stage%203%20Plan%20Examples/3.3.4%20Example%20-%20Change%20Request%20Form,%20v2.0.doc