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Collaborative Project Management: Planning Toolbook

Do you need to bring a group of people together to execute a project?  Are you clear about what the team is being asked to create and get adopted? Do you struggle to get buy-in to a plan? The Collaborative Project Management Toolbook – Startup and Planning addresses these challenges and more.

You’ll discover how to:

  • Work seamlessly as a team to build an achievable project plan together 
  • Progress through the first 2 stages of the collaborative project management process, step-by-step 
  • Document a robust project plan that will guide the Execution phase of the project. 

A step-by-step guide for teams to collaboratively plan the project.

Drawing from a 25-year career assisting complex organizations across diverse industries, our team brings you a structured collaborative project management process in a step-by-step process. 

In these pages, you’ll discover: 

  • How to clarify what the end solution is that the team is being asked to create and get adopted
  • How to work collaboratively work together to create the project plan

Illustrated, Step-by-Step Process

We enable the collaborative process by providing step-by-step instructions for the tools used in the Startup and Planning phases. Each chapter presents a different tool, providing visual guidance on what the results of each step should look like. 

This detailed guide is intended for Project leaders and team members to improve the overall planning process, so it is effective and efficient.  

About the Authors

Paula Martin

Paula Martin is the Founder and CEO of the International Matrix Management Institute. She has worked with matrix organizations for over 30 years helping them create project systems, develop organizational management systems, and define matrix structures that support their business strategies. She’s realigned and re-engineered their business processes, worked with their leadership teams to enhance performance and helped them define accountability.

Paula is the primary developer of the Matrix Management 2.0™ organizational operating system and the author of the Matrix Management 2.0™ Body of Knowledge, Matrix Management Reinvented: Book 1-The New Game in Town, Managing Projects in a Matrix, Matrix Management Reinvented: Book 2-The 7 Shifts Needed to Be a Successful Leader and eight other titles related to organizational improvement and matrix management.

Cathy Cassidy

Cathy Cassidy is the Managing Director of the Matrix Management Institute. She is a co-developer of the Matrix Management 2.0 Operating System. She is a key contributor to the Matrix Management 2.0™ Body of Knowledge and the author of several books on matrix management, including Managing Projects in a Matrix.

Cathy works directly with clients in operationalizing their matrix organizations, defining horizontal governance structure, creating project systems, and developing collaborative leadership skills they need to succeed in today’s complex, dynamic environment.

If you are looking for help with the content of the book, a consultation or coaching sessions make work best for you and your team. Call us if you’re interested in how this works.