Project & Portfolio Management

PPM Solution Vendor Demo Script

Use this template to prepare a script that can be used to guide PPM solution demonstrations and briefings offered by vendors. Having questions prepared will help ease...

Define and Deploy an Enterprise PMO – Phase 1: Gather Requirements

This phase of Define and Deploy an Enterprise PMO will help you to survey executive needs to ensure the EPMO is positioned as a driver of business value.

Analyst Insight: Managing Stakeholder Relationships for Small Enterprises

Info-Tech analyst, David Yackness, shares his insights on managing stakeholder relationships for small enterprises.

Unify a Mixed Methodology Portfolio Storyboard – Phases 1-3

This storyboard will help you develop standardized portfolio processes that all project methodologies can adhere to. In addition, it will help establish organizational...

PPM Solution Success Metrics Workbook

Use this tool to record core goals to be achieved through the new PPM solution and how attainment of these goals will be measured. It will also allow you to record the...

Select and Implement an IT PPM Solution – Phases 1-3

This storyboard will help you plan and carry out your project portfolio management (PPM) solution selection and implementation project.

PPM Solution Use-Case Fit Assessment Tool

Use this tool to determine which Info-Tech PPM Vendor Landscape use case is the most appropriate for your organization based on factors such as size and PPM maturity.

Drive Efficiency and Agility with a Fit-for-Purpose Quality Management Program – Phase 1: Position the Quality Program

Hold a positioning working session to focus the program around business needs, create solid targets, and create quality champions to get the job done.

EPMO Capabilities Survey

Perform our EPMO Capabilities Survey to assess executive needs and to ensure that leadership expectations are clearly set.

Resource Management Strategy

Use this template to record your resource management strategy decisions.
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