Project & Portfolio Management - Tools

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...

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.

Project Staffing Plan

The Project Staffing Plan should be used by the project manager to determine skill requirements, assess skills, determine scheduling requirements, and draft a plan to...

Risk Management Workbook

This workbook is used to create the project's risk management plan to mitigate or eliminate potential risks, and track each risk item during project execution.

Quality Management Workbook

This workbook is used to facilitate sound quality management that monitors the status of deliverable quality throughout project execution.

Benefits Management Plan Template

Use this template to document project benefits and create a plan for realizing those benefits. This workbook should be used to categorize benefits and record relevant...

Light Recommendation and Decision Tracking Log Template

This template is used to track scope change decisions and their impacts.
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