Project & Portfolio Management

Prepare to Successfully Deploy PPM Software – Phase 4: Provide Preparation Materials to the Vendor and Implementation Professionals

This phase of the blueprint, Prepare to Successfully Deploy PPM Software, will help you plan how to engage your vendor/consultant by communicating your functional...

Create a Winning BPI Playbook – Executive Brief

Read our concise Executive Brief to find out why you should invest in business process improvement.

Create a Winning BPI Playbook – Phase 1: Launch

This phase of the blueprint will help you define quantitative improvement targets, establish a root-cause formula that identifies process variables, and complete a...

Create a Winning BPI Playbook – Phase 2: Discover

This phase of the blueprint will help you construct a current-state diagram for a level-3 process that is mapped start to finish and is ready for thorough analysis.

Create a Winning BPI Playbook – Phase 4: Design

This phase of the blueprint involves creating a design for process improvements which are drawn directly from the conclusions in Phase 3.

Create a Winning BPI Playbook – Phase 5: Implement

This phase of the blueprint will define the future-state process map and build an implementation plan that includes direction for monitoring the changes made to the...

Level 2 Project Management Plan Template

Use this template to create a consolidated project management plan for medium, moderate-risk projects.

Project Management Process Implementation Timeline Tool

Use this tool to plan and manage the timeline for the rollout of your new project management processes.

Maintain an Organized Portfolio – Executive Brief

Read this Executive Brief to understand the benefits of creating and maintaining an organized portfolio of projects and programs and to understand the kind of information...

Maintain an Organized Portfolio – Phases 1-3

This storyboard will help you maintain an organized portfolio of projects and programs by defining clear organizing criteria grounded upon actual goals and constraints...
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