Project & Portfolio Management

Unify a Mixed Methodology Portfolio Storyboard – Phases 1-3

This storyboard will help you develop standardized portfolio processes that all project methodologies can adhere to. In addition, it will help establish organizational...

Audit the Project Portfolio

The Project Portfolio Audit based on Info-Tech’s Audit Standard examines the accountability of project sponsors and approvers for costs and benefits. The foundation...
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Clarizen Go – A Card Wall by Another Name

Clarizen launched Clarizen Go in the last quarter of 2019. Intended to assist the transition to agile workflows, Clarizen Go claims to make creating and moving tasks...

Initial Program Charter Template

Use this template as you complete the blueprint, Introduce Program Management to Your Organization, to document your program details.

Grow Your Own PPM Solution – Phases 1-3

This storyboard will help you scope, plan, and implement an affordable, adoptable, and effective PPM solution with Info-Tech's Portfolio Manager 2017 workbook.

Push Organizational Change to the Front Lines

If organizational change management efforts don’t reach staff on the front lines – or fall flat when they hit the front lines – then change initiatives are bound to fail....
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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.

Atlassian Embraces Continually Changing Plans With Portfolio for Jira Server and Data Center 3.0

Atlassian embraces the reality that roadmaps and plans are living, breathing, and continually changing.

PPM Solution Vendor Demo Script

Use this template to prepare a script that can be used to guide PPM solution demonstrations and briefings offered by vendors. Having questions prepared will help ease...

Clarizen-Procore Partnership Spells Relevance

Clarizen and Procore announced a partnership in October that aims to “help construction companies improve agility.” The functional rationale makes sense, but what’s the...
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