Templates for your industry
Templates for financial services teams
Regulated change, core system replacement and audit-ready governance. 30 templates from the library apply, each one the same configured workspace it is everywhere else: nothing is watered down per sector.
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The templates financial services teams reach for first.
Project deliveryStandardImplementation TimelineDiscovery through Hypercare as one dependency chain: design, build, SIT, UAT, training, cutover and go-live.GanttBoardDashboardProject deliveryStandardProgram RoadmapQuarterly initiatives by workstream on one timeline, with the dependencies between them and a priority for each.GanttBoardDashboardProject deliveryStandardGo-Live ReadinessSix readiness categories with evidence and sign-off, converging on a readiness review and an approved go-live.GanttBoardDashboardProject deliveryStandardHypercareA post-go-live ticket log with severities, a tickets-per-day chart and the exit criteria that end hypercare.GanttBoardDashboardAgileStandardSprint DeliveryTwo sprints of stories, tasks and bugs with story points, a board by status and a dashboard that shows the burn.GanttBoardDashboardAgileStandardProduct RoadmapNow, Next and Later initiatives with a stage workflow, themes, effort estimates and release milestones on a timeline.GanttBoardDashboard
The rest of the library for financial services
Grouped by the kind of work. Every one is the same template it is everywhere else on the site.
Project & Program Delivery
Plan complex initiatives with phases, milestones and dependencies.
Agile & Product
Sprints, backlogs, roadmaps and launches.
PMO & Governance
Risks, dependencies and control.
StandardRAID RegisterRisks, assumptions, issues, dependencies, decisions and actions in one register, each scored, owned and dated.BoardCalendarDashboardProfessionalRisk RegisterScored risks on a probability-impact heat map, each linked to the mitigation tasks in the plan, with cost impact and escalation.GanttDashboardHeat mapStandardChange Request RegisterChange control from submission to decision: impact on schedule, cost and scope, a decision, and the implementation tasks that follow.GanttBoardDashboardStandardBusiness Change ImpactStakeholder-by-stakeholder change impact: assessment, readiness level and the actions that raise it, feeding a readiness gap analysis.GanttBoardDashboard
Marketing & Go-to-Market
Campaigns and launches.
StandardMarketing CampaignA campaign from brief to launch with channels, content types, approvals, a budget envelope and a launch milestone that moves when anything upstream slips.GanttBoardCalendarStandardGo-to-Market LaunchPositioning, pricing, enablement and launch communications on one plan, with a launch campaign and a sales readiness gate.GanttBoardDashboard
Sales & Customer
Pipelines and onboarding.
Finance
Budgets and financial workflows.
ProfessionalBudget TrackerA budget register by cost category with planned, actual and committed cost, variance, and the earned-value Budget view.GanttDashboardBudgetStandardFinancial CloseA month-end close checklist on business days: reconciliations feed the consolidation, the consolidation feeds reporting, and sign-off waits on all of it.GanttBoardCalendarStandardAudit PreparationEvidence requests, walkthroughs and fieldwork on one timeline, with each request owned, dated and tracked from Requested to Accepted.GanttBoardDashboard
Legal & Compliance
Contracts and governance.
StandardLegal Request TrackerAn intake form and a queue for everything the business asks legal to do, with request type, priority, requesting team and an SLA date.BoardCalendarDashboardStandardContract ReviewContracts from request to signature: legal and business review, negotiation, approval and archive, with counterparty, value, renewal date and risk rating.GanttBoardCalendarStandardRegulatory Change TrackerEach regulation as a chain from identification to compliance: impact assessment, gap analysis, remediation actions and evidence, against the effective date.GanttBoardCalendar
People & HR
Hiring and onboarding.
Operations
Operational processes.
StandardProcess ImprovementDefine, Measure, Analyse, Improve, Control as a linked plan with baseline and target KPIs, pilots and a control handover.GanttBoardDashboardStandardIncident TrackerIncidents by service with severity, a triage-to-closed workflow, an intake form, and a dashboard of incidents per day and what is still open.BoardDashboardIntake form
IT & Technology
IT implementation and delivery.
StandardERP ImplementationAn ERP program from discovery through hypercare: process design, data migration, integration, testing, change and cutover as converging workstreams.GanttBoardDashboardStandardData MigrationProfiling, mapping, tooling, three trial loads with reconciliation, a dress rehearsal and the cutover load, linked so a failed trial pushes the cutover.GanttBoardDashboardStandardIT Asset InventoryHardware and software with asset tags, purchase cost, warranty and renewal dates on a timeline, and alerts when cover runs out.GanttBoardCalendar
Resource & Capacity
Capacity and workload.
Procurement & Vendors
Sourcing and vendor selection.
Strategy & Planning
OKRs, business cases and initiatives.
Start a financial services project from a template
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