Tools & Templates

Title Contributor Category
Building a World Class Team - Bill Nussey, CEO, Silverpop presents at PSVillage PS Executive Breakfast PSVillage Hiring & Managing People
Whitepaper - Aligning Services Measures and Metrics to the Subscription (SaaS) Paradigm Lefton Managing Business Operations
Scrum Statement of Work Template PSVillage Contracts and Agreements
Confidentiality Agreement - Mitigating Liability Pradhaan Contracts and Agreements
Simple 1-page Services Quote Longo Contracts and Agreements
Master Services Agreement and SOW template Mandayam Contracts and Agreements
Letter of Intent (allowing work to begin) template Calkins Contracts and Agreements
Sample Education & Consulting Services SOW Parker Contracts and Agreements
Consulting & Training Services Agreement Motiramani Contracts and Agreements
Master Services Agreement & SOW Template Calkins Contracts and Agreements
Master Services Agreement Outline Shovelton Contracts and Agreements
How to win a PS Executive Position: Your Step-by-Step Roadmap to Success - Segment 4 Hubbard Manage Your Career
Professional Services Career Paths Longo Manage Your Career
How to win a PS Executive Position: Your Step-by-Step Roadmap to Success - Segment 8 Hubbard Manage Your Career
Career Planning Longo Manage Your Career
How to win a PS Executive Position: Your Step-by-Step Roadmap to Success - Segment 3 Hubbard Manage Your Career
How to win a PS Executive Position: Your Step-by-Step Roadmap to Success - Segment 7 Hubbard Manage Your Career
How to win a PS Executive Position: Your Step-by-Step Roadmap to Success - Segment 2 Hubbard Manage Your Career
How to win a PS Executive Position: Your Step-by-Step Roadmap to Success - Segment 6 Hubbard Manage Your Career
How to win a PS Executive Position: Your Step-by-Step Roadmap to Success - Segment 1 Hubbard Manage Your Career
How to win a PS Executive Position: Your Step-by-Step Roadmap to Success - Segment 5 Hubbard Manage Your Career
How to win a PS Executive Position: Your Step-by-Step Roadmap to Success - Intro Hubbard Manage Your Career
How to win a PS Executive Position: Your Step-by-Step Roadmap to Success - Final Hubbard Manage Your Career
Project Post Mortem Process Vohra Project Management
Kickoff Meeting Agenda McInish Project Management
Workshop Engagement Process Peters Project Management
Simple Project Review Calkins Project Management
Project Financials Worksheet Signaigo Project Management
Quality Begins with You Calkins Project Management
Developing PMO Standards in a Professional Service Organization Recine Project Management
Project Status Reporting Template Marks Project Management
Client Engagement Management Plan Knoefel Project Management
Project Status Report Template Hancock Project Management
Project Management Body of Knowledge Peters Project Management
Go Live - Technical Checklist Chow Project Management
Change Order Template hui Project Management
Simple client "expectation containment" tool Pradhaan Project Management
Services Engagement Status Report Osborne Project Management
Internal Project Review Form Calkins Project Management
Just-in-Time Resourcing℠ Part I Mysliviec Resource Management
10 Questions to have Answered before position staffing Calkins Resource Management
Resource capacity worksheet template Payne Resource Management
Skills Matrix Forst Resource Management
Executive Discussion: Managing Supply with Demand PSVillage Resource Management
Just-in-Time Resourcing℠ Part II Mysliviec Resource Management
Customer Key Responsibilites Hernandez Account Management
Transitioning from Sales to Delivery Chadha Account Management
7 Keys to Value for PS teams and Clients Klaiber Account Management
Account Management - Strategic Plan Samarasinghe Account Management
IDC Cloud Presentation for Spring 2010 Bay Area Breakfast PSVillage Cloud Computing
Impact of Cloud Computing on IT Professional Services - Aberdeen Pres. PSVillage Cloud Computing
Department P&L Budget Template Longo Financials
Executive Panel Discussion: Navigating the Complexities of VSOE - Audio Recording PSVillage Financials
Gross Margin Calculator Calkins Financials
4-4-5 Calendar Gibbard Financials
Monte Carlo Duration Calculator McGladrey Financials
Report: Metrics that Matter - A Study of Real-World KPIs as Tracked by Leading PSOs PSVillage Financials
Revenue Leakage Framework McClendon Financials
PSA Business Case - including Selection Process Lariviere PS Automation (PSA)
Cloud PSA Evaluation Guide Hensley PS Automation (PSA)
PSA & Process Transformation: Three Case Studies in Breakthrough Transformation PSVillage PS Automation (PSA)
On-Demand Webinar: Best Practices for Maximizing the ROI of your Professional Services Automation Solution PSVillage PS Automation (PSA)
Productization of Professional Services Hancock Productizing Services
Productize Your Implementation-Services Summit Presentation Oct 2008-Scott Snow-Updated 10-2009.pdf Snow Productizing Services
Behavioral Competency Interview Process for Consultants Knosp Employees: Hiring
PS Recruiting Practices & Techniques PSVillage Employees: Hiring
Interview Evaluation Feedback Form Calkins Employees: Hiring
Regional Services Manager Job Description Forst Employees: Hiring
Project Manager, Client-Side - Job Description McHugh-Parrish Employees: Hiring
Interviewing questions you can't ask Calkins Employees: Hiring
IT Professional Services Recruiter List - Member-only version PSVillage Employees: Hiring
The Essential Traits of Effective Consultants Rausenberger Employees: Hiring
Candidate Interview Questions Peters Employees: Hiring
Interview prep for consultants Calkins Employees: Hiring
Professional Services Recruiting Strategies and Techniques PSVillage Employees: Hiring
Employee Onboarding Checklist Peters Employees: Hiring
Making Performance Appraisals a part of corporate culture Newmark Employees: Manage
Considerations for Creating or Improving a Service Incentive Bonus Program Breeland, PMP Employees: Manage
Travel Policy PSVillage Employees: Manage
Performance Reviews & Self-Reviews Longo Employees: Manage
Performance Review Form Peters Employees: Manage
Leveraging Multigenerational Services Teams Jansen Employees: Manage
Performance Management PSVillage Employees: Manage
Performance Improvement Plan Template Boaz Employees: Manage
Education Services Lieu Day Guidelines Roach Employees: Manage
2008 Professional Services Compensation Survey Results PSVillage Employees: Manage
Performance Review templates Chadha Employees: Manage
Engagement Model for Selling and Delivering Solutions Hollister Selling Services
Challenger Sale Keynote Presentation Longo Selling Services
Evaluating Professional Services: Key Questions to Ask Klaiber Selling Services
Drive Revenue & Profits with Aligned PS and Sales Balint Selling Services
RFP Response Process Peters Selling Services
Sales Process w/ activity hump chart Calkins Selling Services
PSVillage Annual Survey of Professional Services Sales Practices PSVillage Selling Services
Accelerating Project-Based Sales Hogan Selling Services
Sales – Professional Services Proposal Interlock Signaigo Selling Services
Effective Strategies for Dealing with Difficult Projects & Customers - Powerpoint Presentation Anastasi Services Delivery
90 Day Plan for New PS Organizational Management Calkins PSO - Strategies and Plans
Elevating Professional Services Signaigo PSO - Strategies and Plans
PS Organization Policies and Procedures Calkins PSO - Strategies and Plans
International Deployment Considerations Lewisson PSO - Strategies and Plans
PSO Development Plan Signaigo PSO - Strategies and Plans
10 Key Steps to Differentiate Your Service Business Rosenfeld PSO - Strategies and Plans
PS Management Tools Potpourri Sommerkamp PSO - Tools
ADR Methodology for Process Assessment & Scoring Longo PSO - Tools
SWOT Anaylsis Worksheet Peters PSO - Tools
Projects or Staffing--Does it Matter? (PSVillage Newsletter Article 2009) Rosenfeld PSO- Articles
PSVillage Webinar PPT Template Longo PSO- Articles
Consulting Rules to Live By Jones PSO- Articles
PS Good Business Practices Rosenfeld PSO- Articles
How to Focus Your Service Offerings Rosenfeld PSO- Articles
Services Executive / CFO Alignment Survey PSVillage PSO- Reports and Books
Tips from the Trenches: The Collective Wisdom of Over 100 Professional Services Leaders PSVillage PSO- Reports and Books
PSVillage Annual Survey of Professional Services Sales Practices PSVillage PSO- Reports and Books
Report: Metrics that Matter - A Study of Real-World KPIs as Tracked by Leading PSOs PSVillage PSO- Reports and Books
2012 PSVillage Professional Services Industry Benchmark Report PSVillage PSO- Reports and Books
2014 PSVillage Professional Services Industry Benchmark Report PSVillage PSO- Reports and Books
Profitable Pricing Tool Matanovich Scope & Price Services
PS Scoping Template Doan Scope & Price Services
Project Risk Management Tool Boyd Risk Management
Risk Assessment Model Calkins Risk Management
Project Risk Register Calkins Risk Management
Project Risk Analysis - Sales Cycle Bennett Risk Management
Risk Management - A Discussion Moone Risk Management
PS Best Practices in the Cloud Begun Delivery Methodology
Test Script Template Hancock Delivery Methodology
Knowledge Management for PSOs - Webinar PSVillage Delivery Methodology
Partnership Agreement Template PSVillage Partners: Agreements
Partner Alliance Agreement Template Marks Partners: Agreements
Subcontractor Work Order Gibbard Partners: Agreements
SAP Licensing Cost Optimization for Enterprises Khaleeque Partners: Agreements
PS Data Quality Capability Model McCormack Quality Management
PS Data Quality Capability Steps McCormack Quality Management
Customer Survey Form Peters Quality Management
SIPOC Session Kit Peters Six Sigma Tools
Preparation Kit for 2-Day Engagement Peters Six Sigma Tools
Project Checklist Peters Six Sigma Tools
Process Area Report (PAR) Template Peters Six Sigma Tools
Voice of Customer Collection & Analysis Peters Six Sigma Tools
What is Six Sigma? Peters Six Sigma Tools
SIPOC Session Results for Human Resources Peters Six Sigma Tools
Preparation for 2-week Engagement Peters Six Sigma Tools