[Unlock Success] Salesforce Partner Resources: Project Management Tools and Tips

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2024/09/05

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Valuable resources are available to Salesforce partners for a variety of purposes and audiences – from code samples to the Partner Learning Camp. One group, Official: Partner Delivery Readiness, has shared numerous files including past webinars and templates. Below is a selection of materials focusing on project management.

**Only for Salesforce partners logged into partners.salesforce.com**

LEARN

Pre-Project requirement gathering

“ANZ_ILS_Implementing Great Projects - Partner Enablement Course - Running Effective Discovery 20211014”

Project Kickoff communication (w/ example [agenda])

“FY21_Q4_Webinar_ProjectKickoffBestPractices”

Ways to improve communication (w/ example [schedule])

“Communication Plan with Timeline Sample Template”

What to include on project health dashboards

“Manage Project Health Reporting”

101: components to consider for projects utilizing SF’s methodology

“ILS_Adaptive_Methodology_Project_Sizing_Non_Negotiable”

101: components to consider for projects

“LATAM_PPD_ILS_VW_ProjectManagement_and_Planning”

101: Change Management

“A&C APAC - Salesforce Partner Essentials Series - Enablement Session #7 - Adoption and Change Management + Panel and Quiz FY23 Q2 PDF”

101: SOWs

“Salesforce Partner Essentials Series for APAC - SOW's and Proposals + Project Planning and Mgmnt FY23 Q2 PDF”

PMO A Partner Guide enablement sessions: Project Risk & Issue Management, Project Governance Best Practice, Project Change Management Best Practice, Project Scoping & SOW Best Practices, Salesforce Project Management Methodology Project Management Success (PLC Curriculum)

Implement Like Salesforce Webinar Series

Delivery Success, Scoping & Estimation

“ILS_APAC_Webinar__Session1._DeliverySuccess_Scoping_Estimation”

SOWs and Proposals

“ILS_APAC_Webinar__Session2_SOW_Proposals”

Adaptive Methodology

“ILS_APAC_Webinar__Session3_AdaptiveMethodology”

Project Management & Risk

“ILS_APAC_Webinar__Session4_Project and Risk Management”

TOOLS

Kickoff Deck Template [01]

“Project Kick Off Template”

Kickoff Deck Template [02]

“Project_Kickoff_Deck_Template”

Roadmap Template (w/ example)

“Roadmap Example Template”

WBS Template w/ Gantt chart

“Work Breakdown Structure (WBS) Template with Gantt Chart”

All-in-one: risk register; issue log; change request log

“Risk-Issue-CR Log-Template”

Change Management: register

“Change_Control_Log_Template”

Change Management: communication strategy

“LEVERS Plan on a Page_Template”

Document checklist and approval tracking

“Project_Artifact_SignOff_Tracker_Template”

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LEARN

TOOLS

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