Every artifact in the portfolio, in one list, with direct links to each web page and to every downloadable file. Generated from the site itself rather than maintained by hand, so it reflects what actually exists rather than what was last remembered.
183
Total artifacts
5
Program suites
130
Word documents
45
Excel & data files
15
Presentations
How to read this. Each suite is a complete, self-contained program run under a
different delivery methodology — not the same playbook relabelled. Artifacts are listed in the order they
appear within each suite, grouped by lifecycle phase. Most exist as both an interactive web page and a
downloadable document; schedules additionally export to Excel and MS Project. Formats available:
130 Word · 32 Excel · 15 PowerPoint.
AI Transformation — Project Catalyst
| # | Artifact | Available formats |
|---|---|---|
| Program Authorization & Charter | ||
| 01 | Program Charter | Web Word |
| 02 | Program Kickoff Deck | Web |
| Program Governance, Management & Planning | ||
| 03 | Program Management Plan | Web Word |
| 04 | Program Governance Model | Web Word |
| 05 | AI Governance & JAD Session Charter | Web Word |
| 06 | Communications Plan | Web Word |
| 07 | RAIDD Log | Web Word |
| 08 | Change Control Log | Web Word |
| 09 | Change Request Detail (CR-003) | Web Word |
| Business Requirements Documents | ||
| 10 | BRD-01: Claims & Prior Authorization AI | Web Word |
| 11 | BRD-02: Member & Provider Experience AI | Web Word |
| 12 | BRD-03: Underwriting & Risk AI | Web Word |
| 13 | Requirements Traceability Matrix | Web Word |
| Organization, Roster & Resources | ||
| 14 | Resource Plan | Web Word Excel |
| 15 | Organization Chart | Web Word PowerPoint |
| Financial & Contractual | ||
| 16 | SOW-01 — Year 1: Foundation & Flagship | Web Word |
| 17 | SOW-02 — Year 2: Expansion | Web Word |
| 18 | SOW-03 — Year 3: Optimization & Sustain | Web Word |
| 19 | Cost-Benefit Analysis | Web Word |
| 20 | Benefits Realization Plan | Web Word |
| 21 | Total Cost of Ownership | Web Word |
| Program Controls, Reporting & Reference | ||
| 22 | RACI Matrix | Web Word |
| 23 | Program Kickoff Summary | Web Word |
| 24 | Vendor & SaaS Management Plan | Web Word |
| 25 | WBS Budget Rollup Console | Web Word |
| 26 | Resource-Loaded WBS & Project Plan (Schedule) | Web |
| 27 | Methodology Guide | Web Word |
| 28 | Master Test & QA Strategy | Web Word |
| 29 | Program Dashboard | Web Word |
| 30 | Program Budget | Web Word |
| 31 | Glossary & Acronyms | Web Word |
| 32 | Weekly Status Report | Web Word |
| 33 | Steering Committee Deck | Web |
| 34 | Project Closeout Report | Web Word |
| 35 | Lessons Learned Register | Web Word |
| Additional data files | ||
| — | Downloadable data exports referenced from within the suite | catalyst-wbs.xlsx catalyst-wbs.xml |
PM / PMBOK — Enrollment & Claims Platform Modernization
| # | Artifact | Available formats |
|---|---|---|
| Initiating | ||
| 01 | Project Charter | Web Word |
| 02 | Cost-Benefit Analysis (CBA) | Web Excel |
| 03 | Benefits Realization Plan | Web Word |
| 04 | Total Cost of Ownership (TCO) | Web Excel |
| 05 | Program Kickoff Deck | Web PowerPoint |
| 06 | Program Kickoff Summary | Web Word |
| Planning | ||
| 07 | Project Management Plan | Web Word |
| 08 | Business Requirements Document (BRD) | Web Word |
| 09 | Functional Specification (FSD) | Web Word |
| 10 | Requirements Traceability Matrix (RTM) | Web Word |
| 11 | Work Breakdown Structure (WBS) Console | Web |
| 12 | Project Budget | Web Excel |
| 13 | Resource Plan | Web Word |
| 14 | Organizational Chart | Web PowerPoint |
| 15 | RACI Matrix | Web Word |
| 16 | Project Governance Model | Web Word |
| 17 | Communications Plan | Web Word |
| 18 | Test & Quality Strategy | Web Word |
| 19 | Data Conversion Plan | Web Word |
| 20 | Cutover Plan | Web Word |
| 21 | Training Plan | Web Word |
| 22 | Vendor Management Plan | Web Word |
| 23 | Vendor Statement of Work (SOW-001) | Web Word |
| 24 | RAIDD Log | Web Excel |
| Executing & Monitoring / Controlling | ||
| 25 | Program Dashboard | Web Word |
| 26 | Weekly Status Report | Web Word |
| 27 | Steering Committee Deck | Web PowerPoint |
| 28 | Change Control Log | Web Word |
| 29 | Change Control Detail | Web |
| Closing | ||
| 30 | Project Closeout Report | Web Word |
| 31 | Lessons Learned Register | Web Excel |
| Reference | ||
| 32 | Methodology Guide | Web Word |
| 33 | Glossary & Acronyms — PMBOK / Waterfall | Web Word |
| Additional data files | ||
| — | Downloadable data exports referenced from within the suite | change-control-forms.docx enrollment-claims-wbs.xml project-plan-wbs.xlsx |
Agile / Scrum — MedConnect Mobile
| # | Artifact | Available formats |
|---|---|---|
| Program Setup | ||
| 01 | Program Charter | Web Word |
| 02 | Program Management Plan | Web Word |
| 03 | Vision & Roadmap | Web Word |
| 04 | Agile Team Charter & Working Agreement | Web Word |
| 05 | Definition of Ready & Definition of Done | Web Word |
| 06 | Test & Quality Strategy | Web Word |
| 07 | Agile RACI | Web Excel |
| 08 | Organizational Chart | Web PowerPoint |
| 09 | Cost-Benefit Analysis | Web Excel |
| 10 | Benefits Realization Plan | Web Word |
| 11 | Total Cost of Ownership | Web Excel |
| 12 | Work Breakdown Structure (WBS) Console | Web |
| Backlog & Faux Jira Board | ||
| 13 | Product Backlog | Web Excel |
| 14 | Requirements Traceability (Agile) | Web Word |
| 15 | Sprint Backlogs | Web Excel |
| 16 | Sprint Board (Faux Jira) | Web Excel |
| Ceremonies | ||
| 17 | Program Kickoff Deck | Web PowerPoint |
| 18 | Program Kickoff Meeting Notes | Web Word |
| 19 | Sprint Planning Notes | Web Word |
| 20 | Daily Standup Log | Web Word |
| 21 | Backlog Refinement Notes | Web Word |
| 22 | Sprint Review / Demo Notes | Web Word |
| 23 | Sprint Retrospective | Web Word |
| Metrics & Reporting | ||
| 24 | Sprint Burndown Chart | Web Excel |
| 25 | Velocity Chart | Web Excel |
| 26 | Release Burnup | Web Excel |
| 27 | Sprint Status Report | Web Word |
| 28 | Program Dashboard | Web Word |
| Governance & Stakeholder Management | ||
| 29 | Agile RAIDD Log | Web Excel |
| 30 | Stakeholder Communication Plan | Web Word |
| 31 | Change Handling in Agile | Web Word |
| 32 | Steering Committee Deck | Web PowerPoint |
| 33 | Release & Milestone Schedule | Web Excel |
| 34 | Program Closeout & Lessons Learned | Web Word |
| 35 | Lessons Learned Register | Web Word |
| 36 | Program Budget | Web Excel |
| 37 | Team Resource Plan | Web Word Excel |
| 38 | Change Control Log | Web Excel |
| 39 | Change Control Detail | Web |
| 40 | Program Governance Model | Web Word |
| Vendor Management | ||
| 41 | Vendor Management Plan | Web Word |
| 42 | Vendor SOW & Scorecard — PulseConnect | Web Word |
| 43 | Legacy Vendor Offboarding — Vantix Health Systems | Web Word |
| Agile-Only Practices | ||
| 44 | PI Objectives (Light SAFe) | Web Word |
| 45 | Team Health Check | Web Word |
| Reference | ||
| 46 | Glossary & Acronyms — Agile / Scrum / SAFe | Web Word |
| 47 | Methodology Guide | Web Word |
| Additional data files | ||
| — | Downloadable data exports referenced from within the suite | program-wbs.xlsx |
Federal Contracting — BenefitConnect Portal
| # | Artifact | Available formats |
|---|---|---|
| Program Setup & Authorization | ||
| — | Task Order Charter | Web Word |
| — | Task Order Kickoff Deck | Web PowerPoint |
| — | Task Order Kickoff | Web Word |
| — | Performance Work Statement (PWS) & Task Order Authorization | Web Word |
| — | Project Management Plan (CDRL A001) | Web Word |
| — | Work Breakdown Structure (WBS) Console | Web |
| — | Federal Org Chart | Web PowerPoint |
| — | Task Order Resource Plan | Web Word Excel |
| Planning & Compliance | ||
| — | Federal RACI | Web Word |
| — | CDRL (Contract Data Requirements List) | Web Excel |
| — | CDRL Detail | Web |
| — | QASP (Quality Assurance Surveillance Plan) | Web Word |
| — | Test & Verification Strategy | Web Word |
| — | Requirements Traceability Matrix | Web Word |
| — | IMS (Integrated Master Schedule) | Web Excel |
| — | RAIDD Log | Web Excel |
| — | Communications Plan | Web Word |
| — | Vendor & Subcontractor Management Plan | Web Word |
| Security & Accessibility | ||
| — | ATO Package (SSP + POA&M) | Web Word |
| — | Section 508 / VPAT Compliance Test Report | Web Word |
| Execution & Reporting | ||
| — | Task Order Dashboard | Web PowerPoint |
| — | Monthly Status Report | Web Word |
| — | Weekly Status Report | Web Word |
| — | Contract Modification Log | Web Word |
| — | Contract Modification Detail | Web |
| — | Deliverable Acceptance Log | Web Word |
| Governance & Financial | ||
| — | Program Governance Model | Web Word |
| — | Steering Committee Deck | Web PowerPoint |
| — | Task Order Budget | Web Excel |
| — | Cost-Benefit Analysis | Web Excel |
| — | Benefits Realization Plan | Web Word |
| — | Total Cost of Ownership | Web Excel |
| Closeout | ||
| — | Task Order Closeout Report | Web Word |
| — | CDRL Closeout Certification | Web Word |
| — | Lessons Learned Register | Web Word |
| Reference | ||
| — | Methodology Guide | Web Word |
| — | Federal Glossary | Web Word |
| Additional data files | ||
| — | Downloadable data exports referenced from within the suite | contract-mod-forms.docx program-wbs.xlsx program-wbs.xml |
Aerospace Manufacturing — CWP-700
| # | Artifact | Available formats |
|---|---|---|
| Program Foundations | ||
| — | Program Charter | Web Word |
| — | Program Kickoff Deck | Web PowerPoint |
| — | Program Kickoff | Web Word |
| — | Program Cost-Benefit Analysis | Web Excel |
| — | Program Total Cost of Ownership | Web Excel |
| — | Benefits Realization Plan | Web Word |
| AS9100 Quality System | ||
| — | Inspection, Test & Verification Strategy | Web Word |
| — | Control Plan (AS9145) | Web Word |
| — | Requirements Traceability Matrix | Web Word |
| — | AS9100 Quality Management System | Web Word |
| — | Supplier Management Plan | Web Word |
| — | First Article Inspection (AS9102) | Web Word |
| — | Material Review Board | Web Word |
| Planning & Financials | ||
| — | Program Management Plan | Web Word |
| — | Work Breakdown Structure (WBS) Console | Web |
| — | Program Resource Plan | Web Word Excel |
| — | Program Org Chart | Web PowerPoint |
| — | Program Budget | Web Excel |
| — | Communications Plan | Web Word |
| Governance & Risk | ||
| — | Program Governance | Web Word |
| — | RACI Matrix | Web Word |
| — | RAIDD Log | Web Excel |
| — | Change Control Log | Web Word |
| — | Change Control Detail | Web Word |
| Reporting & Closeout | ||
| — | Program Dashboard | Web PowerPoint |
| — | Program Status Report | Web Word |
| — | Steering Committee Deck | Web PowerPoint |
| — | Program Closeout Report | Web Word |
| — | Lessons Learned Register | Web Word |
| Reference | ||
| — | Methodology Guide | Web Word |
| — | Aerospace Glossary | Web Word |
| Additional data files | ||
| — | Downloadable data exports referenced from within the suite | fai-checklist.xlsx mrb-log.xlsx program-wbs.xlsx program-wbs.xml |