Practitioner Tools

Take the Framework Into Your Next Project

Five reference tools drawn from the book. Each one closes a specific gap, at a specific moment, in a real implementation.

Five Tools. No Email Required.

Companion artifacts to The Silent Handshake. Each PDF names the gap it addresses, who should run it, and when.

Appendix B  ·  Risk Assessment

Implementation Risk Assessment Checklist

A phase-gated checklist covering all six implementation phases — from scoping through post-go-live stabilization. Each item is labeled by gap type. A pattern of "Unknown" answers is itself a risk signal.

For: Program leads and QA reviewers running phase gates.

PDF · 5 pages · 6 phase gates
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Appendix E  ·  Per-Change Standard

CVR Protocol Quick-Reference Cards

Three cards — Capture, Verify, Record — one per protocol step. Each card names the gap interrupted, the moment to run it, and the three questions to ask. Includes a trigger table by change event type.

For: Anyone managing change events across a live implementation.

PDF · 4 pages · Companion to Chapter 10
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Appendix C  ·  Seam Governance

Handshake Register Template

The governance artifact for tracking every seam in your implementation — who owns it, when it was last verified, what dependencies remain open. Includes field definitions, six seam types, and a completed sample entry.

For: Implementation leads and integration owners managing active programs.

PDF · 3 pages · Companion to Chapter 11
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Appendix D  ·  Decision Capture

Decision Rationale Checklist

Five required fields for every consequential ERP decision — what was decided, why, what was rejected, what limitation it carries, and when to revisit. Includes a one-page template and three fast-audit questions.

For: BAs and functional consultants at every configuration decision point.

PDF · 2 pages · Companion to Chapter 5
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