One connected workflow, not eight separate files — an interactive page that scores, flags, and drafts documents for you instantly, plus a working spreadsheet and a full guide.
Built for project managers, operations managers, and procurement leads who personally own vendors, budgets, and stakeholder reporting — not an enterprise PM suite, and not a fit if your org already runs on Asana, Jira, or Smartsheet with real-time dashboards. No install. No IT ticket. No company account.
The 8 connected systems
- Project Kickoff Pack (Charter + RACI) — one-page charter, plus a RACI mistake-checker fed by your Project Profile.
- Risk Register (5×5 Matrix) — the standard Likelihood × Impact scoring matrix, feeds Status live.
- Budget Variance Threshold Guide — a rule for when a variance needs explaining, feeds Status live.
- Vendor Performance Scorecard — weighted scoring; a critical-failure override caps the recommendation if any one criterion scores 1–2.
- Change Order Decision Tree — when a scope change needs formal sign-off.
- Meeting Action Tracker — separates decisions from actions, flags gaps.
- Status Report Escalation System — objective RAG status, pulled live from Risk and Budget — not a gut call.
- Post-Mortem Scorecard — eight fixed dimensions; Start Next Project carries low scores into the next Kickoff.
What makes this different from a template
- A live Project Health Dashboard gives you a one-glance RAG status, budget variance, highest open risk, vendor health, and overdue actions — pulled from everything below it.
- Configurable Governance Settings — your own thresholds for risk, budget, and vendor scoring, used consistently across every tool, the Dashboard, and the exported workbook. Invalid settings are blocked, not silently accepted.
- Systems talk to each other: Risk and Budget feed Status live; a bad Vendor Scorecard result can push a new row into the Risk Register; an approved Change Order can push its cost into the Budget Tracker; Post-Mortem’s low scores carry into the next project’s Kickoff Charter.
- Save and reopen projects as a local file — no limit on how many projects you run through it.
What ships
The interactive tool (works offline in any modern browser), a standalone Excel workbook with all 8 systems plus a Settings tab, a 12-page guide, and a License & Support document. Everything runs locally — nothing you enter is uploaded or sent anywhere.
Price
$63 USD launch price (regular price $81 USD)
Secure checkout powered by Paddle. Instant download after payment.
FAQ
Will this cause problems with my company’s IT policy?
No — everything runs entirely in your browser or on your own device. Nothing touches your employer’s systems or data.
What format is this in?
An interactive HTML tool (open in any browser), a standalone Excel workbook, a PDF guide, and a License & Support document. No install, no account.
Is this for enterprise teams?
No — it’s built for one person who personally owns the vendors, budget, and reporting on a project, running things through Excel, email, and meetings. If your org already runs on Asana, Jira, or Smartsheet with real-time dashboards, this isn’t the right fit.
What if it doesn’t work for me?
See our refund policy in the License & Support document, or on the Terms page.