Managing Projects

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Email to Project Managers Template This email template is designed to inform project managers that a portfolio monitoring exercise is taking place and that their involvement is required in the process.
Portfolio Operating Plan for Small Enterprise Use this template to document decisions, policies and procedures around your portfolio operating plan.
Formalize Project Portfolio Management for Small Enterprise – Phases 1-2 Make big gains in small steps.
IT Project Management Lite Storyboard Provide project managers with processes that they have the time to follow.
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,...
Rebalance Project Intake for Small Enterprise – Executive Brief This executive brief will help build the case for rebalancing project intake one achievable step at a time.
Formalize Project Portfolio Management for Small Enterprise – Executive Brief This executive brief will help you gain buy-in for formalizing a PPM Operating Plan for your small business.
Rebalance Project Intake for Small Enterprise – Phase 1: Create a Standardized Intake Process Adopt an intake workflow appropriate to the IT department’s capacity.
Minimum-Viable Project and Portfolio Management SOP Rather than just another project document, make your SOP the key to your survival guide.
Requirements Gathering Playbook Adapt this guide to document your requirements gathering process guidelines.

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