Resources
Templates and checklists I use on IT projects and product builds — free to copy or download.
Project Management Resources
Templates, checklists, and case studies from my IT project and product work — how I plan scope, document requirements, track risk, and get systems to launch.
Founder toolkit (plan → launch)Templates, checklists, and case studies
Most project problems start before the build begins. I put these together from delivery work — intake, requirements, task breakdown, risk, status, launch — so the team agrees on scope before anyone ships the wrong thing.
Copy any template, fill it in, or download PDF or Word. Same documents I use on client projects and product builds.
Use them if you are: planning a tech project, building a SaaS product, moving into IT project management, learning business analysis, creating portfolio case studies, or preparing for government IT roles.
Browse by category
Templates for intake, requirements, tasks, risk, status, and launch readiness.
View category →Business AnalysisWorkflow mapping and process improvement templates.
View category →Business AnalyticsCase studies on analytics, reporting, and workflow clarity.
View category →SaaS PlanningMVP and product planning templates for founders and builders.
View category →Government ITCareer resources for federal and public-sector IT roles.
View category →Start here
Project Intake Checklist
A simple checklist for turning a rough project idea into a clear starting point.
Open resourceRequirements Template
A practical template for defining users, goals, features, acceptance criteria, and constraints.
Open resourceFeature-to-Task Breakdown
A guide for breaking large features into tasks that can be assigned, built, and tested.
Open resourceCase studies
For SaaS builders
For career growth
Featured resources
Project Intake Checklist
A simple checklist for turning a rough project idea into a clear starting point.
Open resourceRequirements Template
A practical template for defining users, goals, features, acceptance criteria, and constraints.
Open resourceFeature-to-Task Breakdown
A guide for breaking large features into tasks that can be assigned, built, and tested.
Open resourceRisk Register Template
A simple structure for tracking project risks, owners, impact, probability, and mitigation plans.
Open resourceBuyItaly Mortgages Business Analytics Case Study
A case study showing how analytics and process review can improve a mortgage business workflow.
Open resourceMVP Planning Template
Define the first useful version of a SaaS product without overbuilding.
Open resourceComing from YouTube?
If I mentioned a checklist, template, or case study in a video, this is where I keep the supporting resources. Use them to follow along, plan your own project, or build your own case study.
View all resources