Project & Portfolio Management - Tools

Tool Audit Workbook

Assess the value of work management tools and determine which ones should stay and which ones should go.

Force Field Analysis Tool

Document the driving and resisting forces for making a change to your work management tools at this time.

Microsoft Project & M365 Licensing Tool

Define your Microsoft Project licensing needs based on your stakeholder groups.

Project Portfolio Management Maturity Assessment Tool

Assess your Project Portfolio Management current state maturity and determine your target state maturity .

Project Management Maturity Assessment Tool

Assess your Project Management current state maturity and determine your target state maturity.

Project Risk Management Workbook

Use this tool to help you determine an appropriate level of risk management rigor for a project and to manage risks and issues throughout project execution.

Project Closure Checklist

Use this template to document the closure of a project by authorizing that all project management items have been completed and having the sponsor sign off on the...

Project Requirements Workbook

The Project Requirements Workbook will help project managers and/or business analysts determine the requirements for their projects.

Project Intake Classification Matrix

Use the Project Intake Classification Matrix as you triage requests to help you determine the amount of project intake process rigor that will be required.

PMO Job Description Builder Workbook

This tool will help you assess staffing requirements to facilitate project management, business analysis, and organizational change management outcomes.
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