Supporting Documents

The Keystone methodology is openly published. Take what's useful. Adapt it to your programme. Fork it into your organisation's templates. Hand it on to a peer running an ERP programme who would benefit from it.

All files are in editable formats — Word, PowerPoint, Excel — so you can change them rather than just look at them. No sign-up required to download anything below.

Single-pillar or dual-pillar (ERP + CRM)?

Most programmes are single-pillar — ERP alone. The toolkit covers that as the default. Dual-pillar programmes (ERP and CRM running in parallel as a single transformation) need two additional artefacts and have dual-pillar variants of several others. Tagged below: ERP + CRM only marks artefacts used only on dual-pillar programmes; dual-pillar variant marks artefacts that have a dual-pillar variant alongside the single-pillar default. See the multi-pillar page for what changes on dual-pillar.

01

Framework overview

Start here

Programme Lifecycle · Plan on a Page (POAP)

A single visual summary of the methodology — six phases, twenty stages, key milestones, parallel activity tracks, governance bodies, headline durations. Exec / senior team audience tier. The right starting point if you've heard about Keystone and want to see the whole shape in one view.

Download the POAP · PowerPoint · 78 KB

Or browse the full deck set below — the POAP plus the Overall Timeline plus the five phase decks form the complete methodology in slide form.

02

Methodology decks

The seven core decks

The methodology is published as seven editable PowerPoint decks. Audience tiers are noted per the canonical reference — exec / senior-team summaries at the top, programme- and project-team detail in the phase decks.

Overview decks (Exec / Senior team)

Programme Lifecycle · Plan on a Page (POAP) — single-view methodology summary
Overall Timeline — calendar-view across the lifecycle

Phase decks (Programme / Project team)

1 — Pre-Programme — Stages 0–5 (exec to slide 16, programme team appendix from slide 17)
2 — Selection — Stages 6–9 (exec to slide 12, programme team appendix from slide 13)
SI Selection & Method Alignment — supporting deck for Selection workshops (Stages 7–9); methodology alignment as selection criterion, MSA + multi-SOW pattern, procurement/legal DD timing, red flags
3 — Setup & Design — Stages 10–12, programme + project team
4 — Build & Test — Stages 13–14, programme + project team
5 — Deploy & Post-Programme — Stages 15–19, with exec involvement at the cutover Go/No-Go

03

The artefact library

Pre-drafted templates by lifecycle phase

The philosophy behind these is on the Pre-drafted artefacts page. Workshops arrive with structured starting points, not blank pages. Take a template, populate it with your programme's specifics, sign it off.

Pre-Programme — Stages 0–5

Problem & Opportunity Statement (Word) — Stage 0
Vision & Strategy (Word) — Stage 1
Enterprise AS-IS Assessment Summary (Word) with four supporting diagrams: Estate-on-a-Page (PowerPoint) · Integration-on-a-Page (PowerPoint) · Capability Heatmap (PowerPoint) · Dependency Tree (PowerPoint) — Stages 1–2
Benefits Map and ROI Driver Matrix (Excel) — Stage 2
Governance Terms of Reference (Word) — Stage 3 · coming soon
RACI Matrix (Excel) dual-pillar variant
Risk Management Plan (Word) dual-pillar variant
Programme Charter (Word) — Stage 5 dual-pillar variant

Governance packs

Selection — Stages 6–9

Funding Envelope (Excel) — Stage 6
RFI Template (Word) — Stage 7
Vendor Comparison Tier 1 vs Tier 2 (Word) — Stage 8 input
Software Selection Scorecard (Excel) — Stage 8
RFI Template (Word) — Stage 7 · long-list filter with worked example (AcmeWidget D365 mid-market) and blank template
RFP / ITT Template (Word) — Stages 8–9 · shortlist round, 11 sections (overview through references), worked example + blank template; first ROM lands here at ±30%
Selection Scoring Matrix (Excel) — Stages 8–9 · weighted 1–5 scoring across six categories; worked example with three shortlisted SIs scored; formula-driven blank for your programme
Reference Call Questions (Word) — Stages 8–9 · structured question set + example answers from a fictional reference call; "what to listen for" guidance
SI Selection & Method Alignment (PowerPoint) — Stages 7–9 · methodology alignment, MSA + multi-SOW commercial framework, procurement/legal DD during selection

Setup & Design — Stages 10–12

Project Repository Layout (Excel) — Stage 10
Discovery workshop pack (PowerPoint) — Stage 11 · coming soon
Solution Design Document template (Word) — Stage 12 dual-pillar variant
FDD example: Procure-to-Pay (Word) — Stage 12
Integration Specification example: HR to ERP (Word) — Stage 12
Data Migration Mapping example: Customers (Excel) · Specification (Word) — Stages 11–14
Dual Write ADR (Word) — Stage 12 ERP + CRM only
Master Data Ownership Decision Record (Word) — Stage 12 ERP + CRM only

Cadence & Change Control — Stage 10 onwards

Build & Test — Stages 13–14

Test Strategy (Word) — Stages 13–17 dual-pillar variant
Data Strategy (Word)
Defect Management Plan (Word) — Stages 14–17 — operational defect process, Defect Manager role, start-of-SAT readiness checklist
Monthly Programme Report (Word)

SOW Suite — Stages 9–17

Deploy — Stages 15–17

Cutover Plan and Runbook (Excel) — Stages 15–17 dual-pillar variant
Site Readiness Checklist (Excel) — per site, multi-site programmes only — Stages 14–17
Hypercare exit criteria checklist · coming soon

Post-Programme — Stages 18–19

Cross-cutting

Each download link will be wired to the actual file at launch. The library is growing — new templates land as the methodology learns from each delivery.

04

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When new material drops

The library is growing. New templates land as the methodology learns from each delivery. If you want to hear when something new is published, leave your email — that's all it does.

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