Project & Portfolio Management - Tools

Mixed Methodology Portfolio Stakeholder Survey Tool

Use this tool to gather and analyze input from stakeholders as you plan, develop, and manage an Engaged Agile Portfolio.

Agile Portfolio Sprint Prioritization Tool

Use the Agile Portfolio Sprint Prioritization Tool as a template or model to develop and customize your Agile Portfolio Dashboard or Report.

Time Audit Workbook

Use this tool to document the results of your current state assessment and time audit survey.

Project Benefits Documentation Workbook

This tool should be used to document a project's expected benefits before it is initiated, and make adjustments to benefit metrics and targets as changes are made to the...

Project Stakeholder and Impact Assessment Tool

Use this tool to identify project stakeholders and the impact that the project will have on them, as well as the reaction you expect to receive from the stakeholders.

Benefits Management Plan Template

Use this template to document project benefits and create a plan for realizing those benefits. This workbook should be used to categorize benefits and record relevant...

Light Recommendation and Decision Tracking Log Template

This template is used to track scope change decisions and their impacts.

Detailed Recommendation and Decision Tracking Log Template

This template is used to track scope change decisions and their impacts.

Project Intake Classification Matrix

Use the Project Intake Classification Matrix as you triage requests to help you determine the amount of project intake process rigor that will be required.

Quality Management Readiness Assessment Template

Use this tool to determine if your IT department is ready for the change associated with the quality management program.
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