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.

Master Tool Frequently Asked Questions

Use this document to address some frequently asked questions regarding the Project Prioritization Resource Alignment Master Tool.

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 training...

Post-Mortem Review Template

The Post-Mortem Review Template is used to assess the project's success by reviewing major aspects of the project execution process and the final deliverables. Lessons...

Deliverable Acceptance Form Template

Use this template to outline project deliverable sign-off criteria, and ensure business and technical acceptance criteria are met.
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