Project & Portfolio Management

Project Intake, Approval, and Prioritization SOP

Use this template to set up a standard operating procedure for the project intake, approval, and prioritization process.

Application Maintenance Business Analyst

The Application Maintenance Business Analyst’s role is to elicit, analyze, specify, and validate the maintenance-related business needs of stakeholders, be they customers...

Rebalance Project Intake for Small Enterprise

Successful project intake doesn't require additional time, administrative overhead, or high PPM maturity. Build intake discipline one step at a time by adopting a...
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Enhance PPM Dashboards and Reports

Increase and optimize the engagement of senior management in project portfolio management (PPM) and improve project portfolio performance by enhancing your PPM dashboards...
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Kick-Off Meeting Agenda Template

Use this template to guide your project kick-off meetings.

Portfolio Management Standard Operating Procedures

Use this template to record the portfolio criteria and processes that will be used to ensure that the portfolio is organized according to strategic goals and within...

COBIT BAI01 (Manage Programs and Projects) Alignment Workbook

Use this tool to analyze your current and target state alignment with the COBIT framework for project management, and to assess the organizational supports and processes...

Quality Management Dashboard Template

Use this dashboard to track your quality management metrics.

Business Process Improvement Workbook

Use this template to document and collect the data outputs from the Create a Winning BPI Playbook blueprint.

Risk Management Workbook

This workbook is used to create the project's risk management plan to mitigate or eliminate potential risks, and track each risk item during project execution.
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