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www.pmsouth.com 1
― INTRO ― 
I am often asked about the project management tools 
and resources I use in my professional life. These are 
the ones I am currently using. This is not a static list 
but one that I will update as my needs and tools 
change. 
Blogs 
Subscribe to a few blogs you like. Blog writers provide 
tips and insights in short articles that only take a few 
minutes to read. Most are free. One of my favorite 
blogs is Michael Hyatt’s blog “This is Your Life” on 
leadership, productivity, and personal development. 
Check it out! 
www.pmsouth.com 2
Easy in theory, hard in practice - Kiron Bondale shares 
thoughts on project portfolio and change management 
challenges. 
The Girls Guide to Project Management - Elizabeth 
Harrin has won a number of awards for her 
internationally popular blog. 
Herding Cats - Glen B. Allenman has one of the most 
popular project management blogs anywhere. 
The Southern Project Manager - Harry Hall delivers 
practical application on topics including leadership, 
productivity, project management, and project risk 
management. 
PMI: Voices on Project Management - The Project 
Management Institute has numerous blog authors who 
provide insights, tips, advice and personal stories from 
project managers in different regions and industries. 
The Project Manager Blog - This blog provides a wide 
range of topics including risk management, 
communications, quality management, project plans, 
and project requirements, to name a few. 
This is Your Life - Michael Hyatt is the king of 
leadership, productivity, and communication. 
www.pmsouth.com 3
Books 
Project managers have the opportunity to learn from 
the best. Reading books is like sitting down with the 
author, having a cup of coffee, and listening to their 
distilled insights. 
Bridges William. 2009. “Managing Transitions: Making 
the Most of Change.” Philadelphia, PA, US: Perseus 
Publishing. 
Carkenord Barbara. 2009. “Seven Steps to Mastering 
Business Analysis.” Fort Lauderdale, FL, US: J. Ross 
Publishing. 
Covey Stephen. 1990. “The 7 Habits of Highly Effective 
People.” New York, NY, US: Fireside. 
Durban Pat & Doerscher Terry. 2010. “Taming Change 
with Portfolio Management.” Austin, Texas, US: 
Greenleaf Book Group Press. 
Gat Israel. 2010. “The Concise Guide to Agile.” 
Piscataway, NJ, US: CS Press. 
Gottesdiener Ellen. 2002. “Requirements by 
Collaboration.” Boston, Massachusetts, US: Addison 
Wesley. 
www.pmsouth.com 4
Gottesdiener Ellen. 2005. “The Software Requirements 
Memory Jogger.” Salem, NH, US: Goal/QPC. 
Horne Gregory. 2013. “Project Management Absolute 
Beginner’s Guide.” Indianapolis, Indiana, US: Que. 
Kouzes James & Posner Barry. 2008. “Leadership 
Challenge.” Hoboken, NJ, US: Jossey-Bass. 
McChesney Chris & Covey Sean & Huling Jim. 2012. “The 
4 Disciplines of Execution: Achieving Your Wildly 
Important Goals.” New York, NY, US: Franklin Covey 
Company. 
Morris, Rick. 2010. “Stop Playing Games: A Project 
Manager’s Guide to Successfully Navigating 
Organizational Politics.” US: RMC Publications. 
Mulcahy Rita. 2010. “Risk Management: Tricks of the 
Trade for Project Managers.” US: RMC Publications. 
Project Management Institute. 2013. “A Guide to the 
Project Management Body of Knowledge (PMBoK®)." 
Fifth Edition. Newtown Square, PA, USA: Project 
Management Institute. 
Wiegers Karl. 2013. “Software Requirements.” Redmond, 
Washington, US: Microsoft Press. 
www.pmsouth.com 5
Courses 
There are numerous project management courses 
available through various channels. Here are some 
value-packed, affordable online courses through 
ed2go, a global Registered Education Provider for the 
Project Management Institute (PMI). 
ed2go.com: Project Management Fundamentals 
ed2go.com: PMP Certification Prep 1 
ed2go.com: PMP Certification Prep 2 
Certifications 
The PMI Certifications - Learn more about PMI’s 
certifications and find one that’s right for you. If you 
already have a credential, get what you need to maintain 
it, or look into earning another one. 
www.pmsouth.com 6
The PMP Credential Handbook - This handbook contains 
information on how you can apply for the globally 
recognized, highly valued PMP credential. 
iPhone Apps 
Whereever project managers go, PMs can have access 
to their project world through iPhone apps. Many of 
these apps or similar apps may be found for Android 
phones. 
Calendar. Meetings, meetings, and more meetings. 
Where would I be without my Calendar app? The app 
allows me to check times, locations, and attendees while 
outside of my office. I can quickly check participant’s 
availability and schedule a meeting. 
Camera. I often use Write On - Cling On Sheets or a 
white marker board during my project meetings. After 
the meeting, I take photos of the notes. Minutes are 
completed from the photos. 
Kindle for iPhone. I buy most of my books using the 
www.pmsouth.com 7
one-click option in Amazon. I rarely buy a hard copy 
book. Why? First, I get great discounts on most books. 
Second, I can mark pages with bookmarks, highlight in 
different colors, and make notes in the book. Third, 
Kindle allows you to filter and find things by Bookmarks, 
Notes, or different Color Highlights. The search feature 
also allows the reader to find particular words or phrases. 
Feedly. Feedly is one place to store, read, and share what 
matters to you. Feedly provides a nice, clean interface. 
Add the feeds of articles you wish to read. I have 
categories such as Project Management, Leadership, 
Business Analysis, and Risk Management. 
Evernote. This is one of my favorite apps! Think of it as 
your personal storage system. I use Evernote’s Clipper 
tool to store articles to Evernote. Evernote provides a 
simple but powerful tagging system that allows me to tag 
articles for quick filter and retrieval (e.g., Tags: Blogging, 
ERM, Project Risk Management, Public Speaking, 
Software Development). I also use Evernote to record 
voice notes, take and save photos, send emails to 
Evernote with file attachments (e.g., Word docs or .pdf 
files), retrieve and read articles and perform research. 
Messages. I text team members for a variety of reasons. 
For example, if I see that I am going to be late for a 
meeting - I send a quick text. I sometimes take a picture 
with the Camera and send the picture through text with 
comments. 
www.pmsouth.com 8
Google Maps. When traveling, I use Google Maps to find 
destinations. I also use Maps when completing my 
expense reports to find out the distance of the trip. 
Weather Channel. I use the Weather Channel app to 
check the weather as I plan trips. 
Pandora. I enjoy listening to music while preparing 
presentations, writing reports, or catching up on emails. I 
listen to soothing music. 
Digits. If you need a nice ease-to-use calculator, give this 
a try. You can add numbers, make notations beside 
numbers, and email the calculator tape. 
LastPass. I have tried different password protection 
programs. LastPass is my favorite. I have lots of userIDs 
and passwords. I have organized everything into 
categories (e.g., Favorites, Work, Family) for easy, quick 
access. 
LinkedIn. I am an avid LinkedIn user. I participate in a 
number of project management and risk management 
LinkedIn Groups. I enjoy sharing with others and 
learning from others. 
Twitter. I use the desktop version of Twitter most of the 
time. However, when I am in remote locations, I turn to 
my phone to send and read tweets about project 
management. 
Stitcher. Listen to podcasts on your iPhone, iPad, 
Android or PC -anytime, anywhere. 
www.pmsouth.com 9
Pomodoro. I recently discovered the Pomodoro concepts 
and app. If you find yourself easily distracted and 
wasting much of your day, check this out. I have found 
Pomodoro particularly helpful for improving my study 
habits. Watch this video for more information. 
LinkedIn 
LinkedIn has many project management Groups. Pick 
a few Groups and participate in the Discussions. You 
will learn from the best around the globe. 
The Project Manager Network - #1 Project Manager Social 
Media Group & Community on LinkedIn. Find PM jobs 
or a job in a PMO. Discuss methodology, management of 
projects. Research PMP certification, Prince2, CMMI, 
PMI PMBOK, RUP, Six Sigma, ITIL, IEEE, Agile & Scrum, 
Software, PDU career education. USA, Canada, UK, India, 
Europe. 
PMO Experienced - This group was created for life after 
the PMP Exam. If your title is Project Manager or 
www.pmsouth.com 10
Program Manager and above, this group is for you. No 
more getting lost in the noise of questions regarding 
PMP Exam Prep and Courses. In this group, you can have 
your tough Project Managment and PMO questions 
answered. 
Project Management Professionals - This Group for all 
Project Management Professionals (Certified and non-certified). 
Membership Sites 
One the best investments a PM can make is the 
Project Management Institute membership. Take 
advantage of the Communities of Practice, 
publications, books, seminars, professional 
networking and development, and career resources. 
Project Management Institute 
www.pmsouth.com 11
Podcasts 
Want an easy way to learn on the go? Try podcasts. 
Listen to podcasts as you drive, commute, or exercise. 
Software Process and Measurement by Tom Cagley - The 
Software Process and Measurement Cast provides a 
forum to explore the varied world of software process 
improvement and measurement. 
The BA Coach Podcast by Yamo - Yamo interviews expert 
business analysts around the globe and covers a wide 
range of topics including software requirement 
processes. 
The Public Speaker’s Quick and Dirty Podcast by Lisa B. 
Marshall - Lisa Marshall delivers practical, evidence-based 
communication tips that will help you to create 
and deliver stronger messages, effectively manage 
conflict, and develop solid relationships. 
www.pmsouth.com 12
Project Management Templates 
Why reinvent the wheel? Here are some free project 
management templates. All of these free PM 
templates are developed by PMP certified Project 
Managers with extensive project management 
experience. The templates are organized according to 
PMBOK process group. 
Project Management Docs 
Publications and Journals 
PM Network® - PM Network is the award-winning 
professional magazine published monthly for the 
members of the Project Management Institute (PMI). 
PMI Today® - PMI members rely on PMI Today® to keep 
them informed of the latest news, events, volunteer 
www.pmsouth.com 13
activities and services of PMI and its communities. This 
monthly publication contains the latest developments 
about certification, research, standards, education and 
training, as well as news from chapters and other 
communities. 
ProjectManager.com Newsletter - Get free PM videos, 
tools and tips by joining this newsletter. 
Public Speaking 
Communication is an essential skill for project 
managers. One of the best ways to improve your 
public speaking skills is to join Toastmasters. 
Toastmasters International - Toastmasters International 
is a world leader in communication and leadership 
development. Membership is 292,000 strong. Members 
improve their speaking and leadership skills by 
attending one of the 14,350 clubs in 122 countries that 
make up our global network of meeting locations. 
www.pmsouth.com 14
TED Talks - Watch world class speakers and learn more 
effective public speaking techniques. 
Software 
There are many software choices for project 
management including desktop, network, and online 
versions. Here are a few favorites. 
Celoxis 
Clarizen 
LiquidPlanner 
Microsoft Project Professional 
Smartsheet 
Trello 
Wrike 
www.pmsouth.com 15
Twitter 
Check out PMChat on Twitter. This global 
community of project managers and business 
analysts discusses lessons learned and best practices. 
Don’t miss the live pre-game show. 
PMChat 
PMI: Voices on Project Management 
Webinars 
The next best thing to being at a live presentation is 
to attend a webinar. You also save in transportation 
and lodging expenses. PMI has great presenters. 
PMI: Project Risk Management Community of Practice. 
PMI: Requirements Management Community of Practice www.pmsouth.com 16
PMI: Agile Community of Practice 
Stanford University: Advanced Project Management 
(Free Webinar Series) 
www.pmsouth.com 17

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Project Management Tool BOX

  • 2. ― INTRO ― I am often asked about the project management tools and resources I use in my professional life. These are the ones I am currently using. This is not a static list but one that I will update as my needs and tools change. Blogs Subscribe to a few blogs you like. Blog writers provide tips and insights in short articles that only take a few minutes to read. Most are free. One of my favorite blogs is Michael Hyatt’s blog “This is Your Life” on leadership, productivity, and personal development. Check it out! www.pmsouth.com 2
  • 3. Easy in theory, hard in practice - Kiron Bondale shares thoughts on project portfolio and change management challenges. The Girls Guide to Project Management - Elizabeth Harrin has won a number of awards for her internationally popular blog. Herding Cats - Glen B. Allenman has one of the most popular project management blogs anywhere. The Southern Project Manager - Harry Hall delivers practical application on topics including leadership, productivity, project management, and project risk management. PMI: Voices on Project Management - The Project Management Institute has numerous blog authors who provide insights, tips, advice and personal stories from project managers in different regions and industries. The Project Manager Blog - This blog provides a wide range of topics including risk management, communications, quality management, project plans, and project requirements, to name a few. This is Your Life - Michael Hyatt is the king of leadership, productivity, and communication. www.pmsouth.com 3
  • 4. Books Project managers have the opportunity to learn from the best. Reading books is like sitting down with the author, having a cup of coffee, and listening to their distilled insights. Bridges William. 2009. “Managing Transitions: Making the Most of Change.” Philadelphia, PA, US: Perseus Publishing. Carkenord Barbara. 2009. “Seven Steps to Mastering Business Analysis.” Fort Lauderdale, FL, US: J. Ross Publishing. Covey Stephen. 1990. “The 7 Habits of Highly Effective People.” New York, NY, US: Fireside. Durban Pat & Doerscher Terry. 2010. “Taming Change with Portfolio Management.” Austin, Texas, US: Greenleaf Book Group Press. Gat Israel. 2010. “The Concise Guide to Agile.” Piscataway, NJ, US: CS Press. Gottesdiener Ellen. 2002. “Requirements by Collaboration.” Boston, Massachusetts, US: Addison Wesley. www.pmsouth.com 4
  • 5. Gottesdiener Ellen. 2005. “The Software Requirements Memory Jogger.” Salem, NH, US: Goal/QPC. Horne Gregory. 2013. “Project Management Absolute Beginner’s Guide.” Indianapolis, Indiana, US: Que. Kouzes James & Posner Barry. 2008. “Leadership Challenge.” Hoboken, NJ, US: Jossey-Bass. McChesney Chris & Covey Sean & Huling Jim. 2012. “The 4 Disciplines of Execution: Achieving Your Wildly Important Goals.” New York, NY, US: Franklin Covey Company. Morris, Rick. 2010. “Stop Playing Games: A Project Manager’s Guide to Successfully Navigating Organizational Politics.” US: RMC Publications. Mulcahy Rita. 2010. “Risk Management: Tricks of the Trade for Project Managers.” US: RMC Publications. Project Management Institute. 2013. “A Guide to the Project Management Body of Knowledge (PMBoK®)." Fifth Edition. Newtown Square, PA, USA: Project Management Institute. Wiegers Karl. 2013. “Software Requirements.” Redmond, Washington, US: Microsoft Press. www.pmsouth.com 5
  • 6. Courses There are numerous project management courses available through various channels. Here are some value-packed, affordable online courses through ed2go, a global Registered Education Provider for the Project Management Institute (PMI). ed2go.com: Project Management Fundamentals ed2go.com: PMP Certification Prep 1 ed2go.com: PMP Certification Prep 2 Certifications The PMI Certifications - Learn more about PMI’s certifications and find one that’s right for you. If you already have a credential, get what you need to maintain it, or look into earning another one. www.pmsouth.com 6
  • 7. The PMP Credential Handbook - This handbook contains information on how you can apply for the globally recognized, highly valued PMP credential. iPhone Apps Whereever project managers go, PMs can have access to their project world through iPhone apps. Many of these apps or similar apps may be found for Android phones. Calendar. Meetings, meetings, and more meetings. Where would I be without my Calendar app? The app allows me to check times, locations, and attendees while outside of my office. I can quickly check participant’s availability and schedule a meeting. Camera. I often use Write On - Cling On Sheets or a white marker board during my project meetings. After the meeting, I take photos of the notes. Minutes are completed from the photos. Kindle for iPhone. I buy most of my books using the www.pmsouth.com 7
  • 8. one-click option in Amazon. I rarely buy a hard copy book. Why? First, I get great discounts on most books. Second, I can mark pages with bookmarks, highlight in different colors, and make notes in the book. Third, Kindle allows you to filter and find things by Bookmarks, Notes, or different Color Highlights. The search feature also allows the reader to find particular words or phrases. Feedly. Feedly is one place to store, read, and share what matters to you. Feedly provides a nice, clean interface. Add the feeds of articles you wish to read. I have categories such as Project Management, Leadership, Business Analysis, and Risk Management. Evernote. This is one of my favorite apps! Think of it as your personal storage system. I use Evernote’s Clipper tool to store articles to Evernote. Evernote provides a simple but powerful tagging system that allows me to tag articles for quick filter and retrieval (e.g., Tags: Blogging, ERM, Project Risk Management, Public Speaking, Software Development). I also use Evernote to record voice notes, take and save photos, send emails to Evernote with file attachments (e.g., Word docs or .pdf files), retrieve and read articles and perform research. Messages. I text team members for a variety of reasons. For example, if I see that I am going to be late for a meeting - I send a quick text. I sometimes take a picture with the Camera and send the picture through text with comments. www.pmsouth.com 8
  • 9. Google Maps. When traveling, I use Google Maps to find destinations. I also use Maps when completing my expense reports to find out the distance of the trip. Weather Channel. I use the Weather Channel app to check the weather as I plan trips. Pandora. I enjoy listening to music while preparing presentations, writing reports, or catching up on emails. I listen to soothing music. Digits. If you need a nice ease-to-use calculator, give this a try. You can add numbers, make notations beside numbers, and email the calculator tape. LastPass. I have tried different password protection programs. LastPass is my favorite. I have lots of userIDs and passwords. I have organized everything into categories (e.g., Favorites, Work, Family) for easy, quick access. LinkedIn. I am an avid LinkedIn user. I participate in a number of project management and risk management LinkedIn Groups. I enjoy sharing with others and learning from others. Twitter. I use the desktop version of Twitter most of the time. However, when I am in remote locations, I turn to my phone to send and read tweets about project management. Stitcher. Listen to podcasts on your iPhone, iPad, Android or PC -anytime, anywhere. www.pmsouth.com 9
  • 10. Pomodoro. I recently discovered the Pomodoro concepts and app. If you find yourself easily distracted and wasting much of your day, check this out. I have found Pomodoro particularly helpful for improving my study habits. Watch this video for more information. LinkedIn LinkedIn has many project management Groups. Pick a few Groups and participate in the Discussions. You will learn from the best around the globe. The Project Manager Network - #1 Project Manager Social Media Group & Community on LinkedIn. Find PM jobs or a job in a PMO. Discuss methodology, management of projects. Research PMP certification, Prince2, CMMI, PMI PMBOK, RUP, Six Sigma, ITIL, IEEE, Agile & Scrum, Software, PDU career education. USA, Canada, UK, India, Europe. PMO Experienced - This group was created for life after the PMP Exam. If your title is Project Manager or www.pmsouth.com 10
  • 11. Program Manager and above, this group is for you. No more getting lost in the noise of questions regarding PMP Exam Prep and Courses. In this group, you can have your tough Project Managment and PMO questions answered. Project Management Professionals - This Group for all Project Management Professionals (Certified and non-certified). Membership Sites One the best investments a PM can make is the Project Management Institute membership. Take advantage of the Communities of Practice, publications, books, seminars, professional networking and development, and career resources. Project Management Institute www.pmsouth.com 11
  • 12. Podcasts Want an easy way to learn on the go? Try podcasts. Listen to podcasts as you drive, commute, or exercise. Software Process and Measurement by Tom Cagley - The Software Process and Measurement Cast provides a forum to explore the varied world of software process improvement and measurement. The BA Coach Podcast by Yamo - Yamo interviews expert business analysts around the globe and covers a wide range of topics including software requirement processes. The Public Speaker’s Quick and Dirty Podcast by Lisa B. Marshall - Lisa Marshall delivers practical, evidence-based communication tips that will help you to create and deliver stronger messages, effectively manage conflict, and develop solid relationships. www.pmsouth.com 12
  • 13. Project Management Templates Why reinvent the wheel? Here are some free project management templates. All of these free PM templates are developed by PMP certified Project Managers with extensive project management experience. The templates are organized according to PMBOK process group. Project Management Docs Publications and Journals PM Network® - PM Network is the award-winning professional magazine published monthly for the members of the Project Management Institute (PMI). PMI Today® - PMI members rely on PMI Today® to keep them informed of the latest news, events, volunteer www.pmsouth.com 13
  • 14. activities and services of PMI and its communities. This monthly publication contains the latest developments about certification, research, standards, education and training, as well as news from chapters and other communities. ProjectManager.com Newsletter - Get free PM videos, tools and tips by joining this newsletter. Public Speaking Communication is an essential skill for project managers. One of the best ways to improve your public speaking skills is to join Toastmasters. Toastmasters International - Toastmasters International is a world leader in communication and leadership development. Membership is 292,000 strong. Members improve their speaking and leadership skills by attending one of the 14,350 clubs in 122 countries that make up our global network of meeting locations. www.pmsouth.com 14
  • 15. TED Talks - Watch world class speakers and learn more effective public speaking techniques. Software There are many software choices for project management including desktop, network, and online versions. Here are a few favorites. Celoxis Clarizen LiquidPlanner Microsoft Project Professional Smartsheet Trello Wrike www.pmsouth.com 15
  • 16. Twitter Check out PMChat on Twitter. This global community of project managers and business analysts discusses lessons learned and best practices. Don’t miss the live pre-game show. PMChat PMI: Voices on Project Management Webinars The next best thing to being at a live presentation is to attend a webinar. You also save in transportation and lodging expenses. PMI has great presenters. PMI: Project Risk Management Community of Practice. PMI: Requirements Management Community of Practice www.pmsouth.com 16
  • 17. PMI: Agile Community of Practice Stanford University: Advanced Project Management (Free Webinar Series) www.pmsouth.com 17