Deliver OS Pro

A project delivery system, not a folder of templates.

A connected set of controls, documents and reporting that carry one project from mandate to closure with the evidence intact at every step. You enter something once; the system does the arithmetic, the flagging and the roll-up.

Built by a delivery leader who runs a live portfolio of projects, not by a design studio.

Files
58
Word templates
17
Excel control tools
9
AI prompts
120
Worked example
12 docs
Routes
3

See it work

One week on a real project, in 67 seconds.

Follow one risk on the Atlas worked example: logged once, carried into the budget, decided at steering, and reported to the sponsor without anyone rewriting it.

Who it’s for

Business, change and IT projects, from a Light project that needs six documents to a Major one that needs them all. Choose the one that sounds like you.

No portfolio platform and no PMO handing you templates. Maybe SharePoint, a shared drive and whatever the last project manager left behind.

Deliver OS gives you the controls a big tool would, in Word, Excel and Notion you already have: a RAID log that flags what’s overdue, a budget tracker that shows the forecast and why it moved, and a status report a sponsor can act on.

Start withRAID & Project TrackerBudget & Cost TrackerStatus ReportFirst Hour Checklist

Who it isn’t for

Deliver OS Pro is not project-management software. It doesn’t replace Jira, MS Project, Primavera or Monday.com; it works alongside them, as the layer where governance, reporting and decisions live. It isn’t an autonomous AI project manager. And if what you need is a scheduling engine, this won’t help.

The lifecycle

Five stages, five gates, and governance running through all of them.

  1. Discover

    Frame the problem, the case and the stakeholders.

    Business Case, Options Appraisal, Charter, RACI, Stakeholder Plan

  2. Design

    Turn needs into requirements, a design and a test strategy.

    BRD, Requirements Specification, User Stories, HLD, LLD, ADR, Test Strategy

  3. Plan

    A credible baseline of schedule and money.

    Project Plan, Budget & Cost Tracker, Plan on a Page

  4. Deliver

    Report, decide, control change, go live.

    Status Report, PSR slides, Decision Log, Change Request, Change Register

  5. Learn

    Close honestly and keep what you learned.

    Closure Report, Lessons Learned Log

Govern runs continuously: RAID, decisions, change control and the Gate Readiness Assessment, which scores whether a project has actually earned each gate and names the blockers when it hasn’t.
Included

A full IT design and technical change toolkit

Running a project with a technology workstream? The Design stage carries the documents an IT lead expects: BRD, Requirements Specification, User Stories, High- and Low-Level Design, Solution Design, Architecture Decision Records and a Test Strategy, with a Requirements Traceability Matrix to tie them together. Eight prompts cover technical change: CAB, deployment runbooks, rollback, cutover, hypercare and post-mortems. On a business or change project, the method tells you which of these you can leave to your specialists, or skip.

Right-size it

A small project needs six documents. The method tells you which.

SizeTypical shapeWhat it runs on
LightUnder ~£50k · under 3 months · one teamSix: Project Charter, RAID Tracker, Project Plan, Status Report, Decision Log, Closure Report
Standard~£50k–£500k · 3–12 months · several teamsThe six, plus the controls the matrix marks for Standard: business case, requirements, budget, change control
MajorOver ~£500k · over 12 months · organisation-wideAll of it

Move up a tier if two or more are true: regulated or sensitive data, more than one supplier, it replaces something the business can’t run without, new technology or vendor, board or regulator visibility, benefits already committed in someone else’s budget.

Three routes

Neither route is the cut-down one.

Microsoft 365

Run and publish the project in Word, Excel and PowerPoint, stored in Teams or SharePoint. Nothing else to sign up for. Start with the RAID Tracker and the Buyer Guide.

Notion

Run and publish the project in the Deliver OS workspace: projects, actions, RAID, change control, stakeholders, meetings, financials, resourcing, a test and QA module, a document hub and the Command Centre. Works on Notion’s free plan. On this route the Notion record is the artefact and the Word file is optional.

Notion-led Hybrid

Run the live project in Notion; publish the formal, controlled deliverables through the Microsoft 365 templates. Notion stays the operational source of truth, and publication is a deliberate step at agreed control points. Nothing synchronises automatically.

Page one of How Atlas Went Amber: client Northwind Group, baseline £620,000, original go-live 31 May 2026, actual go-live 4 June 2026, final outturn £690,000, and the whole story by stage.

Atlas Finance Migration

A project that went amber, and the documents that show how it was handled.

Atlas ships with the pack: a fictional finance migration for a fictional client, filled in end to end across 12 documents and opened by a narrated walkthrough. A migration partner slips, the build contingency goes, a £70,000 change goes to steering, and go-live moves four working days. The risk raises the change, the change moves the forecast, the forecast moves the variance, and the sponsor page reports all three.

Most packs show a project that went perfectly. Nobody needs a system for that.

Control tools · Excel

The spreadsheets do the arithmetic, so the story doesn’t drift.

Nine workbooks, formula-driven and auditable. Enter a cost line, a risk or a change once; the totals, variances, RAG counts and gate verdicts calculate themselves. Each opens with its own how-to-use sheet: your route, and the prompts to run.

RAID Tracker dashboard: portfolio RAG counts and a RAID register summary by type and severity.
RAID Tracker Risks, assumptions, issues and dependencies with a dashboard that counts itself.
Project Plan's Plan on a Page sheet: phases with dates and RAG across a monthly timeline, and key milestones.
Project Plan Phases, RAG and milestones, rolled up into a plan on a page.
Atlas Budget and Cost Tracker summary: current budget £690,000 against an original £620,000 and £70,000 of approved changes.
Budget & Cost Tracker Atlas at closure: baseline, approved change, actuals and estimate at completion.
Atlas Change Register cumulative exposure: forecast £690,000, £70,000 approved, four days of schedule, one pending change.
Change Register Every change together: cost, schedule days, pending and unfunded exposure.
Decision Log with two sample decisions, their rationale, status and linked items.
Decision Log Who decided what, why, and what it links to.
Gate Readiness Assessment for Atlas: Gate 4 Deliver not ready at 25% with five blockers and a hold recommendation.
Gate Readiness Assessment Atlas at 5 May: Gate 4 not ready, five blockers named.
Requirements Traceability Matrix dashboard: coverage, pass and fail counts and priority split.
Requirements Traceability Matrix Every requirement traced to a design and a test; gaps show up.
User Story Tracker dashboard: backlog overview, stories by priority, sprint and status.
User Story Tracker Backlog, sprint and status roll-ups, with blocked stories surfaced.
Lessons Learned Log with two sample lessons, their impact, owner and status.
Lessons Learned Log Lessons captured with an owner and a date to act on them.

AI Prompt Companion

120 prompts, a finder and 7 workflows. Nothing leaves your browser.

A single self-contained app. Tell it what you need help with right now and it points you to the right prompts; or follow a workflow, keep favourites and build your own sequence. The Prepare builder helps you assemble the context and warns you about confidential material. What you type is held in memory only.

Tested with Claude, ChatGPT and Copilot. The prompts are plain text, so they run in whichever of these your organisation has approved. What differs is what the tool hands back: a filled document, or text you paste into the template. No paid AI tier and no Notion AI are needed.

The AI Prompt Companion in dark mode: the finder asking what you need help with right now, nine situations, and the browse view with 120 prompts across Discover, Design, Plan, Deliver, Learn and Govern.

Try one now

Four of the 120, exactly as they ship. Pick a situation, copy the prompt into the AI tool you use, and fill in the brackets.

#3Discover

Scope boundaries — prevent creep

What to give it

  • Project name
  • Bullets on objectives, deliverables and known boundaries
  • Any grey-area items debated as in or out

Check before you use it

  • Test each in-scope item: what would you measure to call it done?
  • Confirm out-of-scope items are deliberate exclusions, not accidental omissions
  • Check no item is vague or written in marketing language
The prompt
You are an IT delivery lead defining the scope boundaries for [project name] to sit in the Project Charter. Produce two columns: "In scope" and "Out of scope". Each item is one sentence, specific enough that a third party could test compliance. Avoid marketing language. Flag any item still debated as in or out.

Context: [PASTE bullets]

Where it goes Scope is captured in the Project Charter — draft in your AI tool, publish the boundaries through the Charter's scope section.

Open Me First and the First Hour Checklist on a desk.

After you buy

One real project in your first hour.

  1. Open Me First. One page, about a minute. It tells you which route suits you and where to start.
  2. Choose your route. Microsoft 365 starts in the RAID Tracker; Notion starts by duplicating the workspace.
  3. Follow the First Hour Checklist. One project, three actions, one risk, one issue, one decision, then your first weekly status.
  4. Set the weekly rhythm. A fixed day to refresh actions, triage the RAID and send the status.

Prove it works before you customise anything.

How it compares

Not hundreds of slides you’ll never open. 58 files that keep each other up to date.

What you getDeliver OS ProFree templates from project software sitesTemplate bundlesEnterprise project tools
A finished example project, every document filled in✓ Atlas: 12 documents from mandate to closureRarelySometimes sample contentDemo data
Documents that connect: one risk carried from the register to the sponsor report✓ Built around itNo, standalone filesMostly standalone✓ Inside the tool
Tells you which documents your project actually needs✓ A Light project uses 6 of the 28NoSometimes a guideSet up by an administrator
AI prompts with inputs, checks and a destination✓ 120, tested in three AI toolsNoRarelyBuilt-in AI, tied to the tool
Works with the tools you already have✓ Word, Excel, PowerPoint, NotionUsually needs their software✓Replaces them; needs a rollout
When the project changes✓ Enter it once; it carries through to the reportUpdate each file by handUpdate each file and slide by hand✓ Inside the tool
Cost£99 onceFree, as a route to a subscriptionA one-off feePer user, per month
Yours to keep and adapt✓Varies✓Only while you subscribe

A fair summary of each kind of alternative, not of any one product. Enterprise tools do far more than Deliver OS; it is built for the projects and people they don’t reach.

Free updates

Updates are free for life, and every change is written down.

Each release ships with a change log that says what changed and why, including the times we corrected ourselves. Updates go to the email you bought with.

  1. 11 Aug 2026Method

    The Deliver OS Way arrives

    The operating method behind the pack, as an interactive guide and a deck, plus one consistent “how to use” panel on every tool.

  2. 29 Aug 2026v1.1

    Three complete routes

    Microsoft 365, Notion, or Notion-led Hybrid. The pack no longer assumes you use Notion.

  3. 30 Aug 2026v1.2.1

    Right-sizing

    The method scores a project on cost and effort and says what each size needs. A Light project runs on six of the twenty-eight documents.

  4. Sep 2026v1.2.2

    The launch build

    Guidance moved to the front of every template, Atlas rebuilt on the current templates, the pack brings its own typeface, and every AI claim tested before it is printed.

At a glance

Everything in one place.

The pack brings its own typeface, Inter, with install files. Skip the install and nothing breaks.

What’s in it58 files: 17 Word templates, 9 Excel control tools, a PowerPoint steering pack and Plan on a Page, a Notion workspace, and the AI Prompt Companion
Worked exampleAtlas Finance Migration: 12 finished documents from mandate to closure
AI prompts120, each with its inputs, the checks to run and where the output goes. Tested with Claude, ChatGPT and Copilot
RoutesMicrosoft 365, Notion, or Notion-led Hybrid. All three complete
FormatsWord (.docx), Excel (.xlsx), PowerPoint (.pptx), PDF, a Notion template to duplicate, and a browser app
What you needMicrosoft 365 or Office for Word, Excel and PowerPoint; a free Notion account for the Notion route; any modern browser; an AI tool your organisation allows, if you want the prompts. No paid tier of anything
LicenceOne person. Use it for your employer or your clients and adapt it as you like. Licence
UpdatesFree for life, sent to the email you bought with
Supporthello@cachefoundry.ai. We aim to reply within two working days
If it’s faultyWe’ll fix it or refund it. Instant download, so no change-of-mind refund. Refund policy
PriceLaunch price £99 for the first 50 buyers or the first 30 days, then £129. Pay once, use forever. VAT added at checkout where it applies

Free sample

See the standard before you buy.

The free Status Report Kit is three files straight from the pack: the Status Report template, the finished Atlas report from the week the project went amber, and the prompt that drafts yours from your own notes.

  • Word Status Report template
  • Word Atlas status report, finished
  • Prompt #44, with its inputs and checks

The free kit opens at launch. One email with your download, then occasional updates you can leave at any time.

Deliver OS Pro

£99 + VAT where it applies

Launch price for the first 50 buyers or the first 30 days, then £129. Pay once, use forever. Instant download and free updates. If anything is faulty or doesn’t work as described, we’ll fix it or refund it; as an instant download it has no change-of-mind refund, so try the free sample first. At the launch price a UK buyer pays £118.80 including VAT; VAT is added at checkout according to your country, and buyers outside the UK and EU pay none.

Checkout opens when the launch goes live.

Questions before then: hello@cachefoundry.ai

Not sure yet? Start with the free sample kit →