Welcome to our Project Playbooks!

The warehouse move project plan template provides detailed steps for all planning activities
Our Project Playbooks are project templates which provide you with the steps you need to take for common project types. Built by experts in the particular field, the playbooks provide you a foundation for planning out your specific project.

The idea

  • You have been assigned a new project in an area you are not familiar with​
  • You are not sure how to get started and what activities need to be performed​
  • You download one of our sample project plans for the type of project you are doing. The project plan gives you the exact steps of the project — in the right order.

Available Project Playbooks

Implementing an ERP Solution: A Generic Project Plan

A detailed outline of the steps to be taken for a typical ERP (Enterprise Resource Planning) system implementation, including the migration from a legacy system. Covers the entire cycle from project initiation and scoping to go-live and stabilization.

Salesforce Sales Cloud Implementation

This project plan contains all steps of a typical Salesforce rollout in a midsize company – from project initiation to go-live, lessons learned and project closing – approximately 70 actionable steps. The schedule follows a hybrid approach – Waterfall-like phases and individual activities who ideally are carried out in an agile way.

Dynamics 365 Business Central Implementation Playbook

Covers a complete Microsoft Dynamics 365 Business Central implementation and migration from a legacy system. Includes component setup, test planning and execution, training, go-live and post-golive steps.

Warehouse Relocation: Moving to a new Warehouse

This project plan covers a complete warehouse move (relocation) where a company is taking all its inventory and equipment into a new (typically larger) facility. Built by a logistics operations expert who has done four large-scale warehouse transitions with minimal downtime.

Warehouse Management System (WMS) Rollout Playbook

A step-by-step playbook covering the essential steps for a Warehouse Management System (WMS) rollout from initiation to go-live. Built with a team of Logistics and WMS specialists, this playbook gives you detailed questions to identify the business requirements and recommended steps to mitigate key risks and avoid common pitfalls.

Wireless Refresh (Upgrade)

I have been working with a wonderful network engineer to build a general playbook for a typical Wireless Refresh (Upgrade) Project. If you are considering to upgrade the wireless equipment for your organization to meet new performance needs, this project plan will be for you.

SAP Business One Implementation

Together with other SAP experts, I have create a new project plan (playbook) for a SAP Business One implementation. It covers the entire project cycle from project initiation to business blueprinting (i.e. requirements definition) to tests and golive.

Oracle Cloud ERP Implementation Playbook

I worked with an Oracle ERP consultant to build a new playbook for an Oracle Cloud ERP / Oracle Fusion ERP implementations. It covers the entire project cycle from project initiation to business blueprinting (i.e. requirements definition) to tests and golive.

Launching "5S" in a manufacturing operation

The “5S in Manufacturing Launch Kit” contains everything you need to launch the lean 5S philosophy in your manufacturing environment: You will get a step-by-step playbook outlining the recommended actions to launch the initiative, a 5s Audit Checklist with 37 questions and additional useful templates.

Setting up a Warehouse Distribution Center

The Distribution Center Playbook provides you with a roadmap for introducing a more regionalized approach to your company’s distribution and storage of goods.

3PL Implementation: Shifting order fulfillment and stock management to a 3PL

Are you planning to hire a 3PL logistics provider to handle the stock management and order fulfillment for you? Integrating your processes with a 3PL is a complex undertaking. This playbooks created by a 3PL Logistics Specialist breaks down the integration process into clear phases and actionable steps.

Inventory Management: Implementing an inventory management system

Are you planning to abandon manual inventory management using spreadsheets and want to move to a professional inventory management system? Then this playbook is for you! You will get a detailed breakdown of recommended action steps to identify the business needs and ensure a smooth transition. Including key questions to be addressed during the discovery phase!

Project Playbooks: Quick Facts

  • Each project plan and playbook is built by a specialist with hands-on experience and a proven track record of delivering successful projects in the particular area.
  • The plans provide you with a detailed breakdown of the necessary steps
  • The format of the project plans is Microsoft Excel
  • All plans come with a 30-day money-back guarantee. If you did not find what you were looking for, we are happy to return your investment within 30 days after your purchase.

From idea to a downloadable product - how a Project Playbook is made

A lot of work goes into creating the project playbooks you can find here. Do you want to learn how I come up with playbook ideas and how a playbook is actually built? Read on.

“What type of project should we cover next?”

This question keeps bouncing around in my mind all the time. It’s an important question that I spend quite some time pondering. Obviously, I want to build helpful playbooks for in-demand topics. For topics that are currently hot in the industry. For topics you care about because you are either involved in this type of project already, or you may be in the future.

Apart from the demand aspect I look at complexity: Is this something complex enough that any form of a roadmap would be highly useful? I don’t create playbooks for topics like building a website. There are already good project plans out there.

A third criterion for choosing projects for a playbook is: Can the process be generalized and can it easily be captured in a playbook format? The specifics of a project vary depending on the organization and the industry. But if there is a common process – a common denominator – that can be described in a generalized form and documented in a spreadsheet, then we can build a playbook for it.

A good example is the Warehouse Relocation Playbook: The detailed process of moving to a new warehouse must be mapped out for an organization individually. But on a higher level, the process will be similar for each company: you have to set up the new facility, prepare your IT systems, train staff, plan and execute the transfer of equipment and stock etc.

Fortunately, getting new project ideas hasn’t been difficult in the past, because I get suggestions from you, my dear readers, all the time. And the more specific you are in terms of what your project is about and what information would be helpful for you, the better I can help you!

Finding an expert

Once I have decided what the next playbook will be about, I will look for freelancers with expertise in the particular project type and industry. Thanks to the internet, I can find experts with a few clicks. When it comes to people I work with, my standards are quite high. That’s because my goal is to build excellent products that provide great value to the people who use them. This I can only achieve by working with the best people in the field. Apart from deep subject matter experience, I look for people who are passionate about their work and who are excited to share their expertise with me.

Iterative development

Each playbook is entirely built by the expert (with my guidance). We usually start by mapping out the high-level steps together and brainstorming topics to cover in the playbook. As much as possible, I like to cover projects from all relevant angles: technical, organizational, financial, risk management etc. This way we can make the playbook more useful, as the technical part is usually only a small portion of the entire project.

Once a playbook draft is ready, I will share my suggestions. It’s an iterative process that can take several weeks until the final playbook is ready.

Launching the playbook

The last step in the playbook development process is the launch. I will create a dedicated page for each playbook so that people can find it on Google. They will type something like ‘warehouse relocation plan’ and – boom – they have come to the right page.

I add all of the new project playbooks and plans to this page. And if you are subscribed to my newsletter (sign up here), you will also be the first to know when I have released a new playbook, so you can start using it right away.

Refining and expanding the playbook

Once a playbook is released, that’s not the end of the story. Far from it. I continuously expand and improve the playbooks based on feedback from clients. Sometimes we’ll add additional worksheets covering a particular aspect or activity in the project (e.g. adding test cases for a software implementation). Sometimes we’ll further detail a particular activity or add important questions that should be addressed at a particular stage in the project. We make sure to send the new and updated versions of our project playbooks to all of our existing customers because we want to make sure they have the best possible experience.

Let us create the Playbook for your next Project

Are you in the process of starting a new project? Maybe it’s in IT, Supply Chain, Finance, Organizational Management or some other area. The area doesn’t matter. If what you do has some relevance for other companies, and if a playbook would help you get started, then we might be able to create a playbook for you.

Your Project:

To be considered for a playbook, your topic must fit the following criteria:

  • It has broader relevance for other companies as well
  • It fits the textbook definition of a project: It is time bound, has a defined goal, bears a significant amount of complexity and risk, and involves a diverse group of stakeholders contributing to the project
  • It must lend itself to the playbook format (spreadsheet format showing phases and project steps)
  • Lastly, you should be available for a short call so we can clarify the exact goal and scope of your project. This will enable us to build a playbook that actually adds value for you.

What we need from you:

If you are interested in a playbook to jumpstart your project preparation, we need to know more about your project: What exactly are you planning to do, the reasons why the project was initiated and what exactly you want to accomplish with the project. The more details you can provide and the better we understand the context of the project, the more likely we are able to help you.

Have a great idea? The project playbook is on us!

If your project meets the above criteria and we decide to develop a general playbook for it, we will gift to you the final version of the playbook (plus all future updates, of course).