Tools

Tools and methodology are the last steps in the decision tree of a new project. The right approach depends on the problem you are solving, the people doing the work and the constraints you are operating under. I tend to spend a good amount of time observing and understanding the status quo, before deciding on tools and methods. Having said that, my Stellar Epics Signature Delivery System is a hybrid of project management tools and methodologies that have been perfected over two decades and used in hundreds of projects. It’s flexible enough to be tailored to almost any project, while it has sufficient structure and discipline so nothing falls through the cracks.

Stellar Epics Project Delivery System

A complete PMO kit, ready to roll out and use. Customisable to almost any project.

PMO PowerPoint Deck

  • PMO Operating Model
  • Governance Structure
  • Project Lifecycle
  • Delivery Framework
  • Stage Gates
  • RACI models
  • Portfolio reporting examples
  • RAID reporting structure
  • Status dashboard examples

Excel Toolkit & Trackers

  • Portfolio tracker
  • Resource capacity model
  • RAID master log
  • Benefits tracking
  • Project health dashboard
  • Financial tracking

Word Artefacts Library

  • PMO templates
  • Project Charter
  • Business Case
  • Project Plan
  • RAID Log
  • Stakeholder Register
  • Communication Plan
  • Change Request
  • Status Report
  • Lessons Learned
  • Benefits Tracking

Methodologies and delivery frameworks

I am formally trained and experienced across a wide range of delivery approaches, including:

  • Agile delivery
    • Qualified Agile Scrum Master
    • Qualified Product Owner
  • Predictive and hybrid delivery
    • PMI PMP certified
    • PRINCE2 experienced
    • Waterfall delivery in regulated and complex environments
  • Portfolio and governance models
    • P3O experience across programme and portfolio structures

Most work environments operate where multiple approaches coexist. As a project manager, it’s best to be tool or method agnostic and be flexible enough to adapt to the environment and its needs. It’s crucial to be able to tailor the tools and processes that meet the requirements of the project rather than go in with a set agenda.

My approach to methodology

While I am trained in formal frameworks, my strongest capability is knowing when and how to adapt them.

Rather than applying a textbook model, I focus on:

  • The maturity and skillset of your team
  • The nature of the work and level of uncertainty
  • Regulatory or governance requirements
  • Time, budget, and stakeholder constraints

From there, I design a practical hybrid delivery model that fits your organisation, rather than asking your organisation to fit the model.

This often results in a blend of agile, predictive, and lightweight governance elements that give you control without slowing delivery down.

Most organisations don’t want or need a prescription. Everyone can buy a book or take a training course. The skill is to be able to create the best model where the delivery objectives are met.

Project and delivery tools

Most common tools I use are:

Agile and product tools

  • Jira
  • Confluence
  • Notion

Kanban and team workflow tools

  • Trello
  • Monday.com

Project planning and delivery tools

  • Basecamp
  • Smartsheet
  • Microsoft Project
  • Asana
  • ClickUp

There are a countless amount of project management tools out there but I would strongly advise against wasting any time on selecting a tool at the start. Simply use whatever is available and focus your energy on how you can achieve the delivery objectives.

Airtable as a delivery platform

One area where I offer distinct value is in building reusable project delivery systems in Airtable.

I use Airtable to create:

  • Clear, non technical project plans
  • Simple work tracking and status views
  • Stakeholder friendly reporting
  • Reusable templates that scale across projects
  • Lightweight workflow automation
  • Early use of agentic AI to reduce manual effort

These setups are:

  • Easy for non technical teams to learn
  • Fast to implement
  • Flexible enough to evolve as the project changes

They work particularly well for organisations that want visibility and structure without heavy tooling or long onboarding cycles.

How to Create a Project Plan in Airtable

Tools serve delivery, not the other way around

Tools and frameworks are enablers, not the goal. Your focus should always be on:

  • Clarity of objectives
  • Momentum in delivery
  • Decision making at the right level
  • Reporting that people actually read and use

Whether I am working in your existing tools or introducing a simple new setup, the objective is the same: deliver with confidence and control.

AI Powered Agentic Project Management and Automation Using Airtable

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