Project & Portfolio Management

Microsoft Project & M365 Licensing Tool

Define your Microsoft Project licensing needs based on your stakeholder groups.

Force Field Analysis Tool

Document the driving and resisting forces for making a change to your work management tools at this time.

Tool Audit Workbook

Assess the value of work management tools and determine which ones should stay and which ones should go.

Bring Visibility to Your Day-to-Day Projects – Phase 2: Establish Ongoing Day-to-Day Project Visibility

This is phase 2 of the Bring Visibility to Your Day-To-Day Projects blueprint.

Begin Your Projects With the End in Mind – Phases 1-3

Thinking of project closure as the final activity, or the capstone of a project, is ignoring what the rest of the organization views as the most critical component: the...

Begin Your Projects With the End in Mind – Executive Brief

Thinking of project closure as the final activity, or the capstone of a project, is ignoring what the rest of the organization views as the most critical component: the...

Day-to-Day Project Process Document

This template will help you communicate the need for more portfolio management rigor around day-to-day projects and document a process wireframe.

Keystone Project Management Workbook

Use this tool to take a closure-focused approach to managing a project. Includes a project charter, roles and responsibilities, task management, timeline management,...

Day-to-Day Project Supply/Demand Calculator

This tool will help you assess IT's overall resource capacity to execute both major project work and day-to-day project work relative to the organization's overall...

Day-to-Day Project Definition Tool

Use this tool as you triage new work-effort requests to help identify day-to-day projects across functional teams.
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