Project & Portfolio Management - Tools

Portfolio Management Triage Tool

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

Organizational Change Triage Tool

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.

Project Level Selection Tool

Use this tool to classify your projects into four levels, enabling you to evaluate the risk and complexity of a particular project and match it with an appropriate...

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.

PPM Deployment Data Workbook

Use this workbook to organize and record project-related data and resource-related data needed to populate the new PPM suite. Only use this template if you do not already...

PPM Deployment Dashboard and Report Requirements Workbook

This workbook allows you to record the functional requirements for your PPM dashboard and reporting.

PPM Suite Training Management Tool

This tool can help you keep track of training progress leading up to, during, and after the deployment of your new PPM suite. This tool allows you to identify where to...

Project Stakeholder and Impact Assessment Tool

Use this tool to identify project stakeholders and the impact that the project will have on them, as well as the reaction you expect to receive from the stakeholders.
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