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,...

Guide to Understanding Triggers for Re-Prioritization

This guide should be used to identify circumstances in which re-prioritization of projects may be required.

Change Approval Form

This approval template provides a format that will indicate the top-ranked projects that have been identified to proceed, and suggest a format for obtaining official...

Master Tool Frequently Asked Questions

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

Project Prioritization Resource Alignment Master

This tool has been designed to help you determine where resource gaps lie for your prioritized projects. Identifying required staff and budget constraints will help you...

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...

Portfolio Monitoring Dashboard

This tool has been designed to record, display, and analyze a project portfolio containing up to 100 projects. It requires data from each project manager so that...

Detailed Project Request Form

Use the Detailed Project Request Form if your intake processes require more friction.

Light Project Request Form

Use the Light Project Request Form if your intake processes require less friction.
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