Project & Portfolio Management - Tools

IT Steering Committee Project Prioritization Tool

Use this tool to manage the project intake and prioritization process.

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...

PPM Dashboard and Reporting Audit Workbook

Use this tool to conduct a thorough review the effectiveness of your organization's existing dashboards and reports and to identify gaps that will need to be addressed...

PPM Metrics Menu

This tool provides a list of sample PPM metrics. Use the list to help identify the kind of information that can be gathered to support key decision makers and to help...

PPM Dashboard and Report Requirements Workbook

Use this tool to record the stakeholder requirements for each dashboard and report to be enhanced as part of the project.

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....

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...

Mission Identification and Inventory Tool

Use this tool to help survey PMO sponsors and keep track of your PPM resources and tools.

PMO Requirements Gathering Tool

Use this tool to help you analyze and prioritize stakeholders as you structure your PMO requirements-gathering elicitation process.

Portfolio Management Triage Tool

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