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.

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,...

Portfolio Operating Plan for Small Enterprise

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

Email Approval Template

The project prioritization committee must communicate project rankings to senior management and obtain support for moving forward.

Performance Feedback Form

Use this feedback form to assess and provide professional and constructive feedback to project team members.

Master Tool Frequently Asked Questions

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

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...

Project Prioritization List Maintenance Guidelines

Use this guide to help establish your own Prioritization List Maintenance Plan with the objective to monitor and sustain your project list by continuously examining,...

Portfolio Monitoring Process Guide

Portfolio monitoring is concerned with regular visibility into the total set of projects underway across the organization. This document is designed to take managers...
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