Project & Portfolio Management

Prepare to Deploy PPM Suite Project Charter Template

Use this template to create a project charter for the PPM suite preparation team.

Business Case Readiness Checklist

This template will help you determine if you have completed the necessary milestone to proceed to the next step of building the business case.

Prepare to Successfully Deploy PPM Software – Phases 1-4

This storyboard will help you prepare for the successful deployment of a new PPM suite at your organization. By carefully preparing relevant PPM data and fully defining...

Day-to-Day Project Intake and Prioritization Tool

Use the Day-to-Day Project Intake and Prioritization Tool as a template to help you track and prioritize new requests and assist in resource planning around those requests.

Business Case Workbook

The Business Case Workbook serves as the holding document for the different elements in the business case. Use each assigned tab to input the relevant information for the...

Set a Strategic Course of Action for the PMO in 100 Days – Phase 4: Formalize the PMO's Mandate

Capitalize on your window of influence in your first 100 days to get stakeholders on board and aligned. Use this phase to help communicate the value of your PMO to the...

Summary Business Case Presentation Template

Use this template for a short-form presentation of the business case that focuses on the key analysis.

Organizational Change Management Maturity Assessment Workbook

Use this tool to assess gaps in the PMO's current organizational change management processes.

PMO Strategic Expectations Glossary

Use this template as a glossary of strategic terms and actions to help translate raw stakeholder process and service requirements into a strategic course of action...

PPM Deployment Dashboard and Report Requirements Workbook

This workbook allows you to record the functional requirements for your PPM dashboard and reporting.
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