Project & Portfolio Management - Tools

Business Case Workbook

The Business Case Workbook serves as the holding document for the different elements in the business case. Use each assigned tab to input the relevant information for the...

Business Case Change Log

This tool will help you document changes to the initiative that are likely to impact the business case and require the reforecasting of benefits and financial indicators.

Mission Identification and Inventory Tool

Use this tool to help survey PMO sponsors and keep track of your PPM resources and tools.

PMO Director First 100 Days Timeline

Use the MS Project or Excel template to outline the high-level timeline and major milestones for your first 100 days in the PMO.

PMO Requirements Gathering Tool

Use this tool to help you analyze and prioritize stakeholders as you structure your PMO requirements-gathering elicitation process.

Project Portfolio Management Maturity Assessment Workbook

Use this tool to assess gaps in the PMO's current portfolio management processes.

Organizational Change Management Maturity Assessment Workbook

Use this tool to assess gaps in the PMO's current organizational change management processes.

PMO Director First 100 Days Self-Assessment Tool

Use this self-assessment tool to track your performance as new PMO Director at 30, 60, and 90 days.

Requirements Gathering Maturity Assessment

Use this tool to help assess the maturity of your requirements gathering function in your organization, and identify the gaps between the current state and the target state.

Requirements Traceability Matrix

Use this tool to ensure traceability of requirements from inception to closure.
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