Project & Portfolio Management

Maintain an Organized Portfolio – Phase 1: Assess the Current State of the Portfolio and PPM Processes

This phase of the blueprint, Maintain an Organized Portfolio, helps you analyze the current mix of projects and programs in your portfolio. It also helps determine to...

Maintain an Organized Portfolio – Phase 2: Enhance Portfolio Organization Through Improved PPM Criteria and Processes

This phase of the blueprint, Maintain an Organized Portfolio, will help you define clear portfolio criteria and help ensure processes are in place to use these criteria...

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...

Grow Your Own PPM Solution – Phase 3: Implement Your PPM Solution

This phase of the blueprint, Grow Your Own PPM Solution, will help you plan and implement an affordable, adoptable, and effective PPM solution with Info-Tech's Portfolio...

Develop a Project Portfolio Management Strategy – Phase 1: Get Executive Buy-In for Your PPM Strategy

This phase of the blueprint, Develop a PPM Strategy, will help you get the leadership to buy in to the right strategy for your organization, and set goals for your PPM...

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.

Develop a Project Portfolio Management Strategy – Phase 2: Align PPM Processes to Your Strategic Goals

This phase of the blueprint, Develop a PPM Strategy, will help you align the PPM processes that make up the infrastructure around projects with your PPM strategy.

Begin Your Projects With the End in Mind

This research will help you organize project intake, initiation, and planning to enable a smooth closing process; provide support and insight into how to tie project...

Establish Realistic IT Resource Management Practices – Executive Brief

Read this Executive Brief to understand why traditional methods of resource management are ineffective in the context of today's matrix organization-driven work...

Portfolio Manager Lite 2017

Use this workbook as a model for your homegrown resource management solution, which can also serve as a PPM solution. This is a lightweight version of Info-Tech's...
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