Project & Portfolio Management

Introduce Program Management to Your Organization – Phases 1-2

People want to get more value from their projects but don't realize they are going about it the wrong way. This storyboard will help you group your related projects into...

Problematic IT Processes for Accommodation and Food Services – Business Continuity, Disaster Recovery Planning, and Portfolio Management

Info-Tech’s IT Management & Governance Diagnostic provides industry-level insights on the challenges of IT departments. We use a concept known as “service gap” to compare...

Optimize IT Project Intake, Approval, and Prioritization – Phases 1-3

This storyboard will help you create a resource capacity-constrained, high-value project portfolio that achieves a balanced alignment between stakeholder needs and...

Unify a Mixed Methodology Portfolio – Phase 1

This phase of the blueprint, Unify a Mixed Methodology Portfolio, will help you analyze the current state of your portfolio and get the leadership to buy-in to an Engaged...

Unify a Mixed Methodology Portfolio – Executive Brief

Read this Executive Brief to understand why organizations with mixed methodology portfolios need a strategic approach to better standardize project data points and engage...

Refine Your Estimation Practices With Top-Down Allocations – Phase 2: Develop and Refine a Reliable Estimate With Top-Down Allocations

This phase of the blueprint, Refine Your Estimation Practices With Top-Down Allocations, will help you use your project history to develop and validate expectations for...

Project Estimation Playbook

Use this template to track and develop an estimation process that is cohesive and repeatable for all future projects.

Prepare to Successfully Deploy PPM Software – Phase 2: Prepare Project-Related Requirements and Deliverables

This phase of the blueprint, Prepare to Successfully Deploy PPM Software, will help you provide clearer definition to specific project-related functional requirements and...

PPM Suite Deployment Communication Plan Template

Use this template to record your communication plan for the deployment period.

PPM Suite Deployment Timeline Template

Use this template to outline the high-level timeline and major milestones for the preparation, deployment, and post-deployment stages. Establishing a long-term view will...
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