Project & Portfolio Management

Stakeholder Management Plan Template

The Stakeholder Management Plan Template tracks and organizes your strategy and tactics in working with stakeholders.

Get Back To the Future With Resource Allocations

In finance services, it can be a gut instinct to manage and track human resource time in the same manner that we manage money – track every single thing that happens. The...

PMO Director First 100 Days Timeline

Use the MS Project or Excel template to outline the high-level timeline and major milestones for your first 100 days in the PMO.

Reduce Time to Consensus With an Accelerated Business Case – Executive Brief

Read this Executive Brief to understand how to reduce time to consensus with an accelerated business case.

Project Portfolio Management Foundations Stakeholder Communication Deck

Use this template to construct a debrief for stakeholders around foundational changes to your PPM processes.

PPM Suite Transition Plan Template

Use this template to record how to transition from existing PPM processes and solutions to the new PPM solution and any new processes needed to support it.

Reduce Time to Consensus With an Accelerated Business Case – Phase 1: Gather the Required Information

This phase of the blueprint, Reduce Time to Consensus with an Accelerated Business Case, will help you complete the necessary preceding tasks to building the business case.

PPM Suite Training Plan Template

Use this template to record how you plan to train users during the deployment and post-deployment phases of your PPM suite. This template allows you to identify existing...

PPM Suite Training Management Tool

This tool can help you keep track of training progress leading up to, during, and after the deployment of your new PPM suite. This tool allows you to identify where to...

Project Level Selection Tool

Use this tool to classify your projects into four levels, enabling you to evaluate the risk and complexity of a particular project and match it with an appropriate...
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