Project & Portfolio Management - Tools

Organizational Change Management Playbook

Use this Organizational Change Management Playbook to institute and continue to improve best practices around organizational change.

Mixed Methodology Portfolio Stakeholder Survey Tool

Use this tool to gather and analyze input from stakeholders as you plan, develop, and manage an Engaged Agile Portfolio.

Agile Portfolio Sprint Prioritization Tool

Use the Agile Portfolio Sprint Prioritization Tool as a template or model to develop and customize your Agile Portfolio Dashboard or Report.

BPM Process Appropriateness Assessment

The BPM Process Appropriateness Assessment is designed to help you identify processes that are good candidates for BPM automation.

BPM Total Cost of Ownership Calculator

This tool is designed to help your organization assess the total cost of ownership for a five-year plan. This tool will help you understand the costs associated with BPM...

BPM Maturity and Gap Assessment Tool

This tool will help you assess your current capabilities and highlight initiatives to improve maturity. Working to increase maturity will allow you to successfully...

Time Audit Workbook

Use this tool to document the results of your current state assessment and time audit survey.

Project Benefits Documentation Workbook

This tool should be used to document a project's expected benefits before it is initiated, and make adjustments to benefit metrics and targets as changes are made to the...

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.

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...
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