The Companion Toolkit

16 Ready-to-Use Templates
& Checklists

Every framework from the book — as editable templates you can deploy on day one. From Phase Zero planning through post-go-live value tracking.

16
Templates
5
Included with Book
11
Bonus at Launch

Included with the Book

These five core templates come with every copy of Start at Zero.

Included TEMPLATE 01
Phase Zero 100-Day Checklist
Step-by-step checklist for completing Phase Zero in 100 days. Nine milestone activities from team formation through Go/No-Go decision.
Downloadable PDF
Included TEMPLATE 02
Three-Layer RACI Matrix
RACI matrix for the three-layer model (Software Vendor + System Integrator + Independent PMO). Clarifies who decides what.
Downloadable PDF
Included TEMPLATE 03
AI Governance & Readiness Assessment
Evaluate AI readiness across nine dimensions (People, Process, Technology). Includes maturity scoring, gap analysis, and use case inventory.
Downloadable PDF
Included TEMPLATE 04
Vendor Evaluation Scorecard
Seven-category weighted scorecard: functional fit, architecture, implementation, viability, TCO, demo performance, and references.
Downloadable PDF
Included TEMPLATE 05
Go/No-Go Decision Criteria
Objective criteria for Phase Zero completion and pre-go-live gates. Critical vs. non-critical assessment with conditional approval paths.
Downloadable PDF

Bonus at Launch

These 11 bonus templates unlock at launch — covering governance, vendor selection, contracts, and implementation.

Bonus TEMPLATE 06
Independent PMO Charter
Sample charter establishing unbiased oversight. Defines scope, authority, roles, reporting, and success metrics for your independent PMO.
Downloadable PDF
Bonus TEMPLATE 07
Scope Change Request Form
Evaluate and approve scope changes to prevent creep. Impact assessment across schedule, budget, risk, and benefits.
Downloadable PDF
Bonus TEMPLATE 08
Executive Steering Committee Governance Charter
Complete governance framework: decision rights matrix, meeting cadence, escalation paths, success metrics, and signature pages.
Downloadable PDF
Bonus TEMPLATE 09
Stakeholder Power/Influence Map
Identify and manage stakeholders strategically. Power/interest matrix, detailed profiles, resistance assessment, and engagement action plan.
Downloadable PDF
Bonus TEMPLATE 10
Independent Advisor Selection Criteria
Evaluate advisory firms with independence verification (pass/fail), experience scoring, and reference check framework.
Downloadable PDF
Bonus TEMPLATE 11
Benefits Realization Tracker
Track financial, operational, and strategic benefits from business case through post-go-live. Includes cumulative ROI calculation.
Downloadable PDF
Bonus TEMPLATE 12
Vendor Reference Check Interview Guide
Structured interview guide with implementation, post-go-live, and critical questions. Includes "the ultimate question."
Downloadable PDF
Bonus TEMPLATE 13
Contract Negotiation Checklist
Nine-section checklist: payments, data ownership, IP, SLAs, termination, staffing, pricing, security, and AI provisions. Red flags included.
Downloadable PDF
Bonus TEMPLATE 14
Vendor Termination Letter
Sample letter to terminate a vendor contract for cause. Covers material breaches, required actions, and compliance obligations.
Downloadable PDF
Bonus TEMPLATE 15
Change Champion Network Charter
Formalize your grassroots change network. Selection criteria, role description, responsibilities, and commitment framework.
Downloadable PDF
Bonus TEMPLATE 16
Parallel Run Cutover Checklist
Nine-step checklist for running old/new systems in parallel during cutover. Data reconciliation, monitoring, and rollback planning.
Downloadable PDF

Get All 16 Templates

Read Chapter 1 free and get the first 5 templates instantly. 11 bonus templates unlock at launch.

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