Project & Portfolio Management

Benefits Legitimacy Handbook Template

Use this template as you complete the blueprint, Deliver Project Value With a Benefits Legitimacy Initiative, to document your new benefits management processes.

Benefits Lag Report Template

Use this template in conjunction with the blueprint, Deliver Project Value With a Benefits Legitimacy Initiative, to help facilitate the post-project benefits reporting...

Deliver Project Value With a Benefits Legitimacy Initiative – Phase 3: Close the Deal on Project Benefits

This phase of the blueprint, Deliver Project Value With a Benefits Legitimacy Initiative, will help you establish post-project benefits tracking and reporting processes.

Benefits Legitimacy Workflow Template

Use this template to document the workflow for your benefits management process.

Deliver Project Value With a Benefits Legitimacy Initiative – Phase 2: Maintain Benefits Legitimacy Throughout Project Planning and Execution

This phase of the blueprint, Deliver Project Value with a Benefits Legitimacy Initiative, will help you establish effective benefits management practices during project...

Right-Sized Business Case Template

Use this streamlined template to help build a business case for any size of initiative.

Unify a Mixed Methodology Portfolio – Phase 3

This phase of the blueprint, Unify a Mixed Methodology Portfolio, will help you develop an effective implementation plan for your Engaged Agile Portfolio Strategy.

Resource Management Impact Analysis Tool

Use this tool to analyze the effects of resource and capacity management across the organization, and to assess the likelihood of adoption in order to formulate your...

Run-Grow…Appease: Whither the Ideal Portfolio Mix?

There is no archetypal portfolio mix that all project portfolios should strive toward.

Business Case Close-Out Form

Use the template to go through a checklist of activities that should happen and the accompanying sign-offs.
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