Project & Portfolio Management

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...

PMO Job Description Builder Workbook

This tool will help you assess staffing requirements to facilitate project management, business analysis, and organizational change management outcomes.

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,...

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...

PMO Strategic Expectations Glossary

Use this template as a glossary of strategic terms and actions to help translate raw stakeholder process and service requirements into a strategic course of action...

COBIT APO05 (Manage Portfolio) Alignment Workbook

Use this tool to assess to what degree you have the information and processes in place that are needed to maintain an organized portfolio. This tool uses the COBIT 5...

Set a Strategic Course of Action for the PMO in 100 Days – Phase 4: Formalize the PMO's Mandate

Capitalize on your window of influence in your first 100 days to get stakeholders on board and aligned. Use this phase to help communicate the value of your PMO to the...

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.

Project Portfolio Organizer

Use this tool to analyze the current mix of projects and programs in your existing portfolio. This information is critical for understanding what information and...
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