Project & Portfolio Management

Project Portfolio Management Foundations Stakeholder Communication Deck

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

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.

Drive Organizational Change from the PMO – Phase 1: Prepare the PMO for Change Leadership

This phase of the blueprint, Drive Organizational Change from the PMO, will help you assess the organization's readiness for change and evaluate the PMO’s OCM capabilities.

Project Management Process Training Plan Template

Use this training plan as a starting point for outlining how you will bring your project managers up to speed on new project management processes.

Project Management Process Costing Tool

Use this tool to estimate the overhead costs of project management processes, and calculate how much project resources are invested in managing projects.

Level 2 Project Status Report Template

This template informs stakeholders of the project's progress. It outlines the key accomplishments, upcoming tasks, and issues to concisely inform key stakeholders. Use...

TCO Comparison Calculator

​The TCO model created by Info-Tech Research Group provides organizations with a framework for managing IT costs at both a strategic level and a daily operational level....

Master Organizational Change Management Practices – Phases 1-5

This storyboard will help the PMO develop an Organizational Change Management (OCM) strategy and toolkit to facilitate and achieve project and post-project success.

Transition Team Communications Template

Use the Transition Team Communications Template to capture and communicate the what, where, when, how, and whom of an organizational change initiative.

Create a Winning BPI Playbook – Phase 3: Analyze

This phase of the blueprint will assist in analyzing the current-state diagram that was constructed in the previous phase.
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