Project & Portfolio Management - Tools

Project Portfolio Management Maturity Assessment Workbook

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

Organizational Change Management Maturity Assessment Workbook

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.

Business Case Workbook

The Business Case Workbook serves as the holding document for the different elements in the business case. Use each assigned tab to input the relevant information for the...

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.

TCO Comparison Calculator

​The TCO model created by Info-Tech Research Group provides organizations with a framework for managing IT costs at both a strategic level and a daily operational level....

Organizational Change Management Impact Analysis Tool

Use the Organizational Change Management Impact Analysis Tool to analyze the effects of a change across the organization, and to assess the likelihood of adoption in...

Stakeholder Engagement Workbook

Use this Stakeholder Engagement Workbook to create a prioritized list of people who are affected or can affect your project, and to determine how best to communicate with...

Organizational Change Management Playbook

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

PPM Decision Support Review Workbook

Use this tool to conduct a thorough review of your organization's core PPM decision points and key PPM decision makers. Identify areas where decision-maker satisfaction...
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