Project & Portfolio Management - Tools

Project Management Process Implementation Timeline Tool

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

PPM Deployment Data Workbook

Use this workbook to organize and record project-related data and resource-related data needed to populate the new PPM suite. Only use this template if you do not already...

PPM Deployment Dashboard and Report Requirements Workbook

This workbook allows you to record the functional requirements for your PPM dashboard and reporting.

PPM Suite Training Management Tool

This tool can help you keep track of training progress leading up to, during, and after the deployment of your new PPM suite. This tool allows you to identify where to...

Requirements Gathering Maturity Assessment

Use this tool to help assess the maturity of your requirements gathering function in your organization, and identify the gaps between the current state and the target state.

Requirements Traceability Matrix

Use this tool to ensure traceability of requirements from inception to closure.

Project Level Selection Tool

Use this tool to classify your projects into four levels, enabling you to evaluate the risk and complexity of a particular project and match it with an appropriate...

Mission Identification and Inventory Tool

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

PMO Director First 100 Days Timeline

Use the MS Project or Excel template to outline the high-level timeline and major milestones for your first 100 days in the PMO.

PMO Requirements Gathering Tool

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