Seventeen Excel tools and cheat sheets covering the recurring program work: status reports, QBRs, risk registers, charters, pre-mortems, retros, OKRs, the first 90 days, and more. Built by a working Director of Program Management.
Get the Full ToolkitOne-page reference. The exact format I use to brief leadership in under five minutes. See how the toolkit reads before you commit.
Every Excel template and cheat sheet in the catalog. $533 à la carte, so you save $434. One purchase, instant download, no subscription.
"Cheat sheet first, then I bought the toolkit the same morning. It reads like it was written by someone who actually runs programs, not a content team."
Kristin Stoddard, Business Program Manager, verified Gumroad buyerMost PM weeks have the same admin tax. These tools pull it down to something closer to thirty minutes.
The job is managing the program. Reformatting cells until the update is exec-readable is what eats the morning.
Most registers get filled out at kickoff, then ignored. Risks become issues, then surprises in the steering committee.
Most program reviews spend the bulk of the time on what happened. The decisions you needed get five rushed minutes at the end.
Four ways in. Pick the one that matches how you'd actually use this.
Pick the single template that solves this week's problem. Status report, RAID, charter, retro.
From $19All seventeen Excel tools and cheat sheets. Save $434 vs. à la carte. Most popular.
$99 bundleThe full toolkit plus The Director's Playbook, 13 chapters on the discipline behind the templates.
$129 LibraryAll eight core tools rebuilt Notion-native. One workspace import, linked databases.
$49 Notion bundleEvery template ships as an Excel file plus a one-page cheat sheet. Buy individual tools, or get all seventeen as a bundle for $99 (saves $434).
Excel files with cheat sheets. All eight are also included in the $99 bundle.
Executive-ready status reports in minutes. RAG status, milestone tracking, risk callouts, in a format leadership can read on a phone between meetings.
$29 View Tool ›
Risks, Assumptions, Issues, Dependencies. One sheet, one weekly cadence, named owners on every line. The single tab I keep open all week.
$29 View Tool ›
Probability/impact scoring, mitigation owners, and review dates. Built so the register survives past kickoff and gets opened every week.
$29 View Tool ›
A program review that opens with the decisions you need from the room, then uses history to support them. Cuts the average review by twenty minutes.
$29 View Tool ›
The one-page kickoff document that gets signed by leadership. Scope, stakeholders, success metrics, constraints, and the decisions you'll need to make later.
$39 View Tool ›
Rank initiatives by impact and effort with a scoring rubric that holds up when someone asks why their project didn't make the cut.
$29 View Tool ›
A quarter view you can update in a few minutes. RAG per workstream, dependency callouts, room for the slips and re-bases that real programs go through.
$29 View Tool ›
Power/interest grid plus a cadence schedule. The unglamorous work that catches surprises before they reach the steering committee.
$19 View Tool ›Interactive web apps and a Notion-native bundle. Different formats of tools that are also in the Excel bundle. Sold standalone, not included in the $99 bundle.
Browser-based RAID with one-click scoring and live filtering. Runs in any modern browser. No Excel, no install, no account.
$49 View Tool ›
Drag-to-quadrant workshop tool. Built for live planning sessions where the team scores items together on screen and walks out aligned.
$49 View Tool ›
A visual quarter view with drag-to-update timing. Edits happen on screen during the meeting, not afterward in a follow-up Slack.
$49 View Tool ›
All eight core PM tools rebuilt Notion-native with linked databases and views. One workspace import, wired so the dashboard updates when you update a project.
$49 View Bundle ›Premium individual templates for kickoff, closeout, and new-leader transitions. Sold standalone or in the $99 bundle.
Surface the risks a standard register misses: people, org, and political ones. Run before kickoff so the team isn't writing them up in a post-mortem six months later.
$39
A structured retrospective that ends with two or three concrete process changes. Includes the "what are we changing?" section most templates leave out.
$39
For new PM leaders inheriting a team or program. Stakeholder map, listening-tour template, 30-60-90 plan, early-wins list, inherited-risk register.
$49
The 60-second handoff a new exec actually wants. Strategic outcome, current RAG, top milestones, the ask. Four layout variants for different audiences.
$39These five ship only as part of the full 17-tool bundle. Individual list price totals $135.
Every major decision logged with options considered, rationale, and the decider. Useful when an exec wants to revisit a call three months later.
$29
Every scope change logged with requester, rationale, impact, and decision. Catches the small additions that compound into a missed deadline.
$29
Objectives, key results, scoring, quarterly reflection. Includes a confidence column so you can see when a team is over-promising before the quarter closes.
$29
Map cross-team dependencies with source, target, due date, criticality, and the upstream-downstream chain. Catches the second-order ones a single team can't see on its own.
$29
Responsible, Accountable, Consulted, Informed. Built to drive the ownership conversation in the room, then live in the program docs.
$19Smaller bundles for specific moments (kickoff, governance setup, planning season, retros). Each saves more than à la carte but less than the full $99 toolkit.
4 tools: Program Charter + RAID Log + Risk Register + Decision Log. The artifacts a steering committee needs.
$59 · save $67
3 tools: First 90 Days Kit + RACI Matrix + Executive Status Report. For PMs walking into a new role.
$49 · save $48
3 tools: OKR Tracker + Prioritization Matrix + Roadmap Tracker. The annual or quarterly planning trio.
$59 · save $28
2 tools: Pre-Mortem at kickoff, Post-Mortem at closeout. The learning loop most PMs skip.
$49 · save $29The full toolkit plus The Director's Playbook. The reasoning behind the discipline, paired with the templates to run it.
Every tool, every cheat sheet. One purchase, instant download, no subscription.
Cheat sheet first, then I bought the toolkit the same morning. I used the tools for my first weekly report and it helped me validate the right level of communication and information for Senior Leadership, and saved me generous time. It reads like it was written by someone who actually runs programs, not a content team.
Every chapter ends with a move I could use Monday.
The PM toolkit you'd build yourself, if you had the weekend.
Get the Bundle, $99