Project & Portfolio Management - Tools

PPM Decision Support Review Workbook – Annual Report Version

The output of this tool can be used to establish the PPM dashboard and reporting strategies and priorities for your organization.

Strategic Portfolio Management Needs Assessment

Use this Excel workbook to determine if your organization can benefit from the features and functionality of a strategic portfolio management tool.

Digital Portfolio Management Playbook

Assess the performance and strategic alignment of your IT resources, talent, activities and assets across multiple product and service lines. Identify opportunities to...

Time Tracker Workbook

Use this workbook to track and get reporting on resource utilization across your staff. You can use this workbook to conduct a time audit or to pilot a time-tracking process.

PPM Transformation Workbook

Use this Excel-based workbook to plan your Exponential IT journey and accurately identify your readiness, needs, and goals.

AI for PPM Use Case Analysis Workbook

This Excel-based workbook contains a customizable library of AI use cases and a framework for identifying and prioritizing those most relevant to your PPM challenges and...

PPM Transformation Plan Template

Use this comprehensive, easy-to-customize, boardroom-ready presentation template to document and communicate your PPM transformation plan to your IT and business partners.

Organizational Change Management Capabilities Assessment

The Organizational Change Management Capabilities Assessment is designed to evaluate your current capabilities, opportunities, and challenges around managing...

Stakeholder Engagement Workbook

Use this Stakeholder Engagement Workbook to create a prioritized list of people who are affected or can affect your project, and to determine how best to communicate with...

Organizational Change Management Playbook

Use this Organizational Change Management Playbook to institute and continue to improve best practices around organizational change.
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