PPM for Small Enterprise – Resource Allocation Implementation Guide

This implementation guide offers detailed step by step instructions for setting up the resource management aspect of the PPM solution. This includes resource allocation,...

Formalize Project Portfolio Management for Small Enterprise – Phases 1-2

Make big gains in small steps.

Portfolio Operating Plan for Small Enterprise

Use this template to document decisions, policies and procedures around your portfolio operating plan.

Project Re-Prioritization Master Tool

Due to an identified event, the prioritization list you have determined to date no longer reflects current realities. Use this tool to help you re-adjust, and...

Light Recommendation and Decision Tracking Log Template

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

Approval Template

At this stage, the project prioritization committee must communicate resource-confirmed project rankings with stakeholders and senior management to obtain support for...

QA Checklist for Feasibility Studies Guidelines

Feasibility study stakeholders and reviewers should use this checklist to ensure that the quality of the final report follows corporate standards and meets stakeholder...

Project Request Process

This template is designed to inform people inside the organization that a project prioritization exercise is taking place.

Guide to Defining a Project

This guide is designed to help set expectations for how projects are defined by the organization. Its purpose is to help establish what constitutes a project and to help...

Tailor Project Management Processes to Fit Your Projects – Phase 5: Implement Your PM SOP

This phase of the blueprint, Tailor Project Management Processes to Fit Your Projects, will help you roll out the new project management processes you created with...
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