Project & Portfolio Management

Resource Management Communications Template

Use this template to present your resource management practice to stakeholders.

Optimize IT Project Intake, Approval, and Prioritization – Executive Brief

Read this Executive Brief to understand how Info-Tech’s intake, approval, and prioritization methodology systemically enables you to approve and undertake only the right...

Optimize Project Intake, Approval, and Prioritization – Phase 3: Integrate the New Processes into Practice

This phase of the blueprint, Optimize Project Intake, Approval, and Prioritization, will help you plan a course of action to pilot, refine, and communicate the new...

Intake Process Pilot Plan Template

Use Info-Tech’s Intake Process Pilot Plan Template to help define the scope of your pilot and set appropriate goals for the test-run of your new processes.

T-Shirt Sizing Health Check Lite

Use this tool to evaluate your estimation capabilities if you lack access to a comprehensive project history. Estimate the health of past estimates to start new projects...

Project Estimation Playbook

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

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...

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...

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...

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...
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