Table of Contents: Project Playbook

Tab Name	Description
Instructions	High-level guide for using the workbook.
Read Me	Initial setup and usage notes.
Playbook Terms	Definitions of key terminology.
Project Cover	Project title, logo, and contact info.
Copyright	Legal and ownership information.

Tab Name	Description
Draft Project Charter	Initial project scope and definitions.
Recap Project Charter	Summary of the finalized charter.
Align on Mission	Stakeholder alignment on project goals.
Establish Guiding Principles	The "rules of engagement" for the project.
Organize	General organizational planning.
Create Organization Chart	Visual hierarchy of the project team.
Align on RACI	Responsibility assignment matrix.
Create Project Introduction	Executive summary or "pitch" for the project.
Create SWOT Analysis	(New) Analysis of Strengths, Weaknesses, Opportunities, and Threats.

Tab Name	Description
Conduct AI-Assisted Research	Methodology for using AI to find solutions.
Prepare With AI	Framework for leveraging AI in document preparation.
Shortlist Vendors Prompt Series	Specific AI prompts for narrowing down vendors.
Alternative Prompts	Backup or variation prompts for different AI models.
Leverage Digital Assets	Inventory of existing digital resources to aid the project.
Use Advanced Search Criteria	Tips for deep-web and advanced search engine queries.

Tab Name	Description
Assess Current Software	Evaluation of existing technical stack.
Recap As-Is BMC	Business Model Canvas for current operations.
Prepare Application Map	Visual mapping of existing applications.
Prepare Context Diagram	High-level system interaction view.
Prepare Opportunity Brief	Identifying the "Why" behind the project.

Tab Name	Description
Create Requirements Approach	Strategy for gathering needs.
Document Needs	Central repository for user requirements.
Check NEEDS	Verification/validation of documented needs.
Draft Minimum Needs	Baseline "must-have" requirements.
Finalize Needs & Minimums	Approved requirement list.
Research Vendor Software	Market scan for potential solutions.
Leverage AI	Guidelines for general AI integration.

Tab Name	Description
Application Needs Questionnaire	Functional user requirements.
Formatted Needs Questionnaire	Clean version of user requirements.
Minimum Needs Questionnaire	Critical "must-have" questions.
Technical Questionnaire	Deep-dive technical specifications.
Infrastructure Questionnaire	Server, network, and hardware needs.
Security Questionnaire - Hosted	Requirements for Cloud/SaaS solutions.
Security Questionnaire - Onsite	Requirements for on-premise solutions.
Vendor Company Questionnaire	Business stability and background.
3rd Party Company Questionnaire	Evaluation of secondary partners.

Tab Name	Description
Vendor Profile	Detailed data on a specific vendor.
Shortlist Vendors	Comparison of top-tier candidates.
Vendor Cost Worksheet	Detailed financial and ROI analysis.
Create BRIEF-RFP	Document for formal vendor requests.
Publish BRIEF-RFP	Distribution tracking.
Align on Scoring Methods	How vendors will be judged.
Draft Scoring Methods	Initial evaluation criteria.
Finalize Scoring Process	The approved rubric for selection.
Finalize Evaluation Process	Timeline and steps for choosing a winner.
Reference Case Studies	Review of vendor or project past performance.
Contact Customer References	Feedback from current vendor users.

Tab Name	Description
Create Interview-Demo Agenda	Planning for vendor meetings.
Create Solution Demo Agenda	Specific functional demo requirements.
Create Vendor Sandbox Agenda	Criteria for hands-on testing.
Conduct Vendor Sandbox Demo	Results of sandbox evaluations.
Create Data Center Visit Agenda	On-site facility review planning.
Create Field Visit Agenda	Planning for customer site visits.
Negotiate Vendor Agreement	Tracking contract discussions.

Tab Name	Description
Create Timeline	Project schedule and milestones.
Track RIDL	Risks, Issues, Decisions, and Learnings.
Manage Project Board	Ongoing task tracking.
Submit Confidence Level	Stakeholder sentiment tracking.
Conduct Project Risk Surveys	Proactive risk identification.
Measure Satisfaction & Momentum	External and internal project and vendor health checks.
Chart Momentum Matrix	Visual representation of project and vendor health.
Network with Peers	External advisory and research notes.
Align on Implementation RACI	Role mapping for the rollout phase.
Align on Support RACI	Role mapping for post-go-live.

Tab Name	Description
Example - Vendor Profile	Reference for filling out profiles.
Example - Shortlist Vendors	Reference for candidate comparison.
Example - Prompt Series	Sample AI prompts for the project.
Opportunity Brief Example	Reference for business case writing.
Application Map Example	Reference for system mapping.
Context Diagram Example	Reference for system architecture.
Recap To-Be BMC	Future state Business Model Canvas.
Recap Vendor BMC	Business Model Canvas for the vendor.