RACI, RAID and ROAM – Essential Project Management & Agile Tools

RACI, RAID and ROAM - Essential Project Management & Agile Tools
RACI, RAID and ROAM – Essential Project Management & Agile Tools

Right Project Management Approach, Adaptability over Rigid Approach

Right Project Management Approach, Adaptability over Rigid Approach
Right Project Management Approach, Adaptability over Rigid Approach

How AI Artificial Intelligence is Evolving in Project Management Career

How AI Artificial Intelligence is Evolving in Project Management Career
How AI Artificial Intelligence is Evolving in Project Management Career

Project Management Deliverables relating to Project Lifecycle

Project management deliverables are the tangible or intangible outputs—products, services, or documents—produced as a result of project activities. They are specific, measurable, and agreed upon by stakeholders to demonstrate progress toward project goals.

Overview of Project Deliverables

Deliverables are essential for breaking down project goals into manageable components, tracking progress, and ensuring stakeholder alignment.

Types of Deliverables:

  • Internal Deliverables: Created for internal use, such as team charters, project plans, and risk logs.
  • External Deliverables: Client-facing, such as a finished software product, marketing campaign, or project report.
  • Process Deliverables: Interim outputs that mark progress, such as prototypes, wireframes, or testing reports.
  • Product Deliverables: The final, completed goods or services delivered.
  • Tangible vs. Intangible: Physical/digital items (e.g., machinery) vs. conceptual outcomes (e.g., a new training program).

Textual/Documentation Deliverables Project Lifecycle

The project lifecycle defines the stages a project goes through from start to finish. Textual and documentation deliverables are key to managing and controlling these stages.

1. Initiation Phase (Initiating)

  • Goal: Define the project at a high level and obtain authorization.
  • Key Deliverables:
    • Business Case: Why the project is needed.
    • Feasibility Study: Whether the project is achievable.
    • Project Charter: A formal document outlining objectives, scope, and key stakeholders.

2. Planning Phase (Planning)

  • Goal: Develop a roadmap for project execution and define constraints.
  • Key Deliverables:
    • Project Management Plan: A comprehensive document (roadmap) detailing tasks, timelines, and resources.
    • Scope Statement/WBS: Defines boundaries and breaks down work.
    • Communication Plan: Strategy for stakeholder communication.
    • Risk Register: Identifies potential threats and mitigation strategies.

3. Execution Phase (Executing)

  • Goal: Carry out the work defined in the plan to produce deliverables.
  • Key Deliverables:
    • Interim Products/Prototypes: Tangible outputs produced.
    • Meeting Minutes/Notes: Documentation of decisions and action items.
    • Change Requests: Documents updating scope or plan.

4. Monitoring and Controlling Phase

  • Goal: Measure performance against the plan and adjust as needed.
  • Key Deliverables:
    • Status Reports: Progress updates on key performance indicators (KPIs).
    • Quality Control Reports: Results of testing and validation.
    • Updated Project Schedule: Reflects current progress.

5. Closing Phase (Closure)

  • Goal: Formally accept deliverables and close out the project.
  • Key Deliverables:
    • Final Product/Report: The completed output.
    • Project Closure Report: Confirms final deliverables and contract closure.
    • Lessons Learned Document: Records successes and areas for improvement.

Best Practices for Managing Deliverables

  • Define Early: Ensure all stakeholders agree on what “done” means at the start.
  • Use Tools: Employ PM software (e.g., Asana, Jira, Monday.com) to track deliverables.
  • Assign Owners: Each deliverable should have a single, clear owner to ensure accountability.
  • Link to KPIs: Connect deliverables to key performance indicators to measure value.

Project Management Deliverables relating to Project Lifecycle

Agile Dependency Matrix Management in Project Management

Agile Dependency Matrix Management in Project Management
Agile Dependency Matrix Management in Project Management

Project Management Core Knowledge Areas PMBOK Aligned

Project Management – Core Knowledge Areas, PMBOK Aligned
Project Management – Knowledge Areas – PMBOK Aligned

Project Management Templates bundle with free upgrades

Mark Whitfield’s Project Management templates are a comprehensive, editable suite of over 200 documents designed for Agile, Waterfall, and PRINCE2 methodologies, based on over 30 years of project delivery experience. Available through his website (click banner link above), Etsy, Flevy and Eloquens, these templates are designed to be used across the project lifecycle—from initiation to closure—and include lifetime free updates and additions. 

Many POaP Plan On a Page examples

Full Overview of Mark Whitfield Template Bundle

The bundle, priced at around £38.00 (as of April 2026), provides tools for MS Excel, Word, PowerPoint, and MS Project (.mpp). 

1. Planning & Scheduling

  • MS Project (MPP / MSP): Includes full PRINCE2 7th Edition, Agile Scrum, and SDLC (Software Development Life-cycle) plans.
  • Excel Detailed Plans: Includes Gantt chart tracking for users without MS Project.
  • Plan on a Page (POaP): Over 30 PowerPoint examples for executive summaries. 
Example Plan On a Page POaP

2. PRINCE2 & Governance

  • Full set of over 200 documents including Project Initiation Document (PID), Business Case, Work Packages, Risk Management Strategy, and Configuration Item Records.
  • Reporting: Highlight reports, exception reports, and end-stage reports. 
PRINCE2 Delivery Plan in MS Excel Example

3. Tracking & Risk Management

  • RAID Logs: Comprehensive trackers for Risks, Assumptions, Issues, and Dependencies (includes simple and detailed versions).
  • Finance Trackers: Simple and full project finance trackers (forecasting, actuals, variance, rate lookups).
  • RACI Matrix: Resource Responsibility Assignment Matrix. 
Many Project Budget / Financial Tracker examples

4. Execution & Delivery

  • SDLC: Detailed Software Development Life-cycle plans.
  • Deployment/Runbook: Execution and release planning documents.
  • Agile: Burn down and burn up charts. 
Example Agile Scrum Burn Down Chart

Detailed Timeline by Project Life Cycle

Templates provide detailed MS Project (.mpp) and Excel schedules that map out the standard project life cycle over time. The plans include notes and color-coded tasks (black: standard task, blue: artifact creation, brown: decision/event, purple: artifact update). 

Example MS Excel Delivery Plan

1. Project Startup / Initiation Phase 

  • Tasks: Project Mandate, Project Brief preparation, Appoint Project Board, Define Project Approach.
  • Key Templates: Project Brief, PID, Business Case, Project Board Structure. 

2. Planning Phase

  • Tasks: Develop the PID, Create Detailed Gantt Plans, Create Budgeting/RAID Logs, Setup Communication Strategies.
  • Key Templates: Detailed MS Project Plans (Waterfall/Agile), RACI Tracker, RAID Log. 

3. Project Execution / Control Phase

  • Tasks: Weekly Status Reporting, Risk Management, Managing Product Delivery, Stage Assessments.
  • Key Templates: Highlight Report, Issue Register, Daily Log, Financial Tracker. 

4. Project Close Phase

  • Tasks: Handover, Project Evaluation, Lessons Learned, Finalize Costs, Close Project.
  • Key Templates: End Project Report, Lessons Log, Benefits Realization Plan. 

Summary of Key Features

  • Fully Editable: Designed to be tailored to specific project needs (PRINCE2 Principle 7).
  • Access: Compatible with Desktop, Tablet, Smartphone, and Cloud (Microsoft Teams/SharePoint).
  • Support: Free lifetime upgrades (and additions) to the latest template package after purchase. 
  • Click on link in website banner above to purchase full templates bundle

Project Management Templates bundle with free upgrades.

Project Management Methodologies Summarised

Project Management Methodologies Summarised