Project & Portfolio Management - Tools

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.

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.

PMO Role Definition Tool

This tool should be used as a current state and gap analysis of the services currently provided to your organization. The results will help define the services your new...

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.

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.

Infrastructure and Operations Project Management Workbook

Use this purpose-built project management workbook to help your infrastructure project leads succeed at their project management responsibilities without overwhelming...

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...
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