The Project Managers Toolkit.

A project manager’s role goes well beyond scheduling. It demands careful planning, coordination, clear communication, and continuous oversight, each supported by proven methods and reliable software. This page highlights the essential tasks a project manager performs and the practical tools that keep projects moving smoothly.

I am experienced with these tasks and the technologies that power them, using the right combination of platforms and techniques to manage projects efficiently, keep teams aligned, and deliver results on time and within scope.

Initiation & Scoping

Define objectives, success criteria, stakeholders, and high-level requirements to ensure shared understanding and a viable business case.

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Microsoft Word Microsoft Word Google Docs Google Docs Microsoft PowerPoint Microsoft PowerPoint

Planning & Scheduling

Translate scope into a workable plan—WBS, timeline, resourcing, budget, and baselines—so delivery is predictable and transparent.

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Microsoft Project Microsoft Project Smartsheet Smartsheet Microsoft Excel Microsoft Excel

RAID Management

Continuously identify and manage Risks, Assumptions, Issues, and Dependencies—owning mitigations and escalations to protect outcomes.

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Jira / Confluence Jira / Confluence Trello Trello Smartsheet Smartsheet Microsoft Excel Microsoft Excel

Governance & Communication

Establish decision rights and cadence—status reporting, approvals, and stakeholder updates that keep leadership aligned and informed.

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Confluence Confluence Microsoft SharePoint Microsoft SharePoint Microsoft Teams Microsoft Teams Microsoft PowerPoint Microsoft PowerPoint

Resource & Budget Management

Allocate people, track spend vs. budget, and forecast needs to make smart trade-offs and keep delivery economically sound.

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Microsoft Project Microsoft Project Smartsheet Smartsheet Oracle Netsuite Oracle Netsuite Microsoft Excel Microsoft Excel

Execution & Delivery

Coordinate teams, monitor progress, manage changes, and keep deliverables on track from sprint to release and go-live.

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Jira Jira ClickUp ClickUp Azure DevOps Azure DevOps

Quality & Change Control

Validate that outputs meet requirements, control scope, and manage versioning to maintain integrity and traceability.

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Git / GitHub Git / GitHub Jira Jira

Monitoring & Reporting

Track KPIs, velocity, and earned value; surface insights with dashboards so leaders can make timely, data-driven decisions.

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Microsoft Power BI Microsoft Power BI Jira Jira Microsoft Excel Dashboards Microsoft Excel Dashboards Azure DevOps Azure DevOps

Close-out & Lessons Learned

Secure final acceptance, hand over operations, and capture learnings to improve future delivery and organisational memory.

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Confluence Confluence Microsoft PowerPoint Microsoft PowerPoint PDF / Report Templates PDF / Report Templates Microsoft Teams Microsoft Teams

Benefits Realization & Value Tracking

Measures and confirms that delivered projects achieve the expected business outcomes and ROI.

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Microsoft Power BI Microsoft Power BI Smartsheet Smartsheet Microsoft Excel Microsoft Excel Google Docs Google Docs

All Tool Logos

I have hands-on experience with each of the tools outlined below, leveraging them to plan, track, and deliver projects with precision.


All images are for illustrative purposes only.