Project & Portfolio Management - Tools

Intake and Prioritization Impact Analysis Tool

Use the Intake and Prioritization Impact Analysis Tool to analyze the effects of project intake process change across the organization, and to assess the likelihood of...

PMO Organizational Memory Tool

Use this tool to track, maintain, and analyze historic project data. The lessons learned and project data contained here will improve the estimates and throughput of future...

Planning-Level Estimate Calculator

Use this tool to create a reliable, transparent estimate that can be tracked and adjusted over the course of the project lifecycle. Use the Estimation Quote to set...

Day-to-Day Project Intake and Prioritization Tool

Use the Day-to-Day Project Intake and Prioritization Tool as a template to help you track and prioritize new requests and assist in resource planning around those requests.

Project Level Assessment Tool

The Project Level Assessment Tool is used to assess overall project initiation and planning maturity and pinpoint areas of project management initiation and planning that...

Minimum-Viable PMO Needs Assessment

Analyze the value of the time and effort you spend on project management activities.

Portfolio Benefits Tracking Tool

Use this tool to document, analyze, and report on actual benefits realization across multiple projects in your portfolio.

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 fill...

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.

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