Project & Portfolio Management

Info-Tech Audit Standard for Project Portfolio Management

Read and understand the Audit Standard before completing the activities in phase 1 of this blueprint.

Drive Organizational Change from the PMO – Executive Brief

Read our concise Executive Brief to find out how implementing an OCM strategy through the PMO can improve adoption of project outcomes and maximize project benefits.

Set a Strategic Course of Action for the PMO in 100 Days – Phases 1-4

Use this storyboard to communicate a strategic vision for your PMO, get the right people behind you, and establish buy-in for a long-term PPM strategy. All in 100 days.

PPM Strategy-Process Goals Translation Matrix Template

This tool will help you engage the executive layer or the project steering committee, who ultimately own the project portfolio, to set the goals, metrics, and targets.

Trello’s Four Stages of Team Productivity; Don’t Forget the Curator

Trello’s Leah Ryder recently blogged about that old and reliable observation about the four stages of team dynamics (Forming – Storming – Norming – Performing). We asked...

Frontline Manager Coaching Plan Workbook

Use this purpose-built organizational change management workbook to help engage your frontline managers in the change management process and prepare them for success.

Reduce Time to Consensus With an Accelerated Business Case – Phase 3: Make the Case

This phase of the blueprint, Reduce Time to Consensus With an Accelerated Business Case, will walk you through finalizing the case and making the recommendation for the...

PMO Organizational Memory Tool

Use this tool to track, maintain, and analyze historic project data. The lessons learned and project data contained here will improve the estimates and throughput of...

Info-Tech Express Industry Spotlight: Manufacturing

Leverage this research to use when understanding how and where your company can improve when it comes to specific areas IT operations, based on the performance of other...

Portfolio Management Improvement Roadmap Tool

Use this template to record the prioritized high-level roadmap for better defining portfolio criteria and for optimizing portfolio processes so that such criteria can be...
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