Project & Portfolio Management - Tools

PMO Job Description Builder Workbook

This tool will help you assess staffing requirements to facilitate project management, business analysis, and organizational change management outcomes.

Audit Standard Triage Tool

This tool should be used as a current state analysis of your project portfolio practices. Use the results to determine if further assessment is needed.

Project Portfolio Audit Tool

This tool should be used to conduct the audit of your chosen projects and portfolios.

Project Program Organizer

This tool should be used to organize and access your current projects and initiatives, align them to strategic IT goals and group them into programs.

Benefits Realization Assessment Tool

Use this tool to to connect with project sponsors to perform an analysis of the organizations current benefits delivery process.

Project Portfolio Supply-Demand Analysis Tool

Use this tool to estimate current project capacity by determining the time dedicated to project versus non-project work. By estimating the number of projects in demand,...

Organizational Change Management Triage Tool

Use this tool as part of your ongoing project processes to gauge the viability and the organizational change management efforts required for a project.

Project Management Process Implementation Timeline Tool

Use this tool to plan and manage the timeline for the rollout of your new project management processes.

Frontline Manager Coaching Plan Workbook

Use this purpose-built organizational change management workbook to help engage your frontline managers in the change management process and prepare them for success.

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.
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