Project & Portfolio Management

IT Strategy Case Study of a Non-Profit Healthcare Provider

A community-based, non-profit healthcare organization has seen a rapid increase in the complexity, scope, and volume of IT services delivered over the past two years. A...

Unify a Mixed Methodology Portfolio

A mixed methodology portfolio needs to be anchored around a clear focus on current projects and allocations, with a great deal of value placed on near-term resource...
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Stakeholder Management Plan Template

The Stakeholder Management Plan Template tracks and organizes your strategy and tactics in working with stakeholders.

Communication Plan Template

The Communication Plan Template is used to document and organize your strategy and tactics to effectively get your message across and to address feedback.

Project Level Assessment Tool

The Project Level Assessment Tool is used to assess overall project initiation and planning maturity and pinpoint areas of project management initiation and planning that...

Application Maintenance Project Charter

This template should be used as a living document to carry the project through from proof-of-concept to implementation.

Minimum-Viable PMO Needs Assessment

Analyze the value of the time and effort you spend on project management activities.

Portfolio Benefits Tracking Tool

Use this tool to document, analyze, and report on actual benefits realization across multiple projects in your portfolio.

Tailor Project Management Processes to Fit Your Projects – Phase 1: Lay the Groundwork for PM Success

This phase of the blueprint, Tailor Project Management Processes to Fit Your Projects, will help you set the right level of project governance and classify your projects...

Level 1 Project Charter Template

Use this template to create a concise project charter for small, low-risk projects.
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