Agents & Templates
Working documents. Thinking agents. Better delivery.
Practical templates and guided AI agents for PMO, portfolio, delivery, transformation and AI adoption teams.
Use the templates to structure the work. Use the agents to challenge assumptions, sharpen decisions and move faster with confidence. Everything here is built to be copied, adapted and used on real engagements.
Templates structure the work. Agents guide the thinking.
Structure the work
Ready-to-use documents, sheets and canvases that help you plan, manage and report without starting from a blank page.
- Instant structure for common delivery work
- Built from real engagements, not theory
- Copy, trim, and adapt to your context
Guide the thinking
Guided prompt tools you copy into ChatGPT, Claude, Gemini or similar AI assistants.
- Paste your context, get a structured output
- Built-in challenge questions and checklists
- Interactive versions can come later
Showing all 11 resources
Portfolio Prioritisation Matrix
Score initiatives on value, urgency, risk, feasibility and strategic fit with weightings your leadership team agrees before the arguing starts.
Delivery Health Check
A structured assessment across scope, schedule, budget, risk and team, producing a score and a RAG view that survives scrutiny in a steering meeting.
Path-to-Green Recovery Plan
A step-by-step plan for troubled projects: assess, stabilise, plan, execute and review. Turns “it is red” into a sequence your sponsor can back.
RAID Log
Risks, assumptions, issues and dependencies in one sheet, with owner and review-date columns so nothing goes stale between steering meetings.
Delivery Brief
The one-pager that starts every engagement: outcome, scope edges, decision-makers and the first milestones. If it does not fit on a page, it is not agreed.
AI Use-Case Canvas
One page to pressure-test an AI idea before anyone writes code: the problem, the data you have, the failure modes and who owns the outcome.
Business Case Challenger
Paste your business case. It interrogates assumptions, benefits, dependencies and missing evidence before your investment board does.
Project Recovery Assistant
Describe status, blockers, risks and dates. It diagnoses what is really wrong and drafts a path-to-green recovery plan.
Risk Review Assistant
Paste a RAID log or risk summary. It sharpens vague risks, stress-tests mitigations and flags what should be escalated.
Portfolio Prioritisation Helper
List your initiatives. It scores them on value, urgency, risk, feasibility and strategic fit, then shows its working.
Steering Pack Builder
Feed it project updates. It produces a concise executive steering summary that leads with decisions needed, not activity reports.
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Agents are guided prompt tools. Copy the instructions, paste them into your preferred AI assistant, add your context and get started. Remove confidential, sensitive or client-identifiable details before using public AI tools. Outputs should be reviewed by a human before use in formal governance, investment or client settings.
Need these tailored to your organisation?
We help teams adapt delivery templates, governance models and AI-enabled workflows to the way they actually work.