Project & Portfolio Management

PPM Solution RFP Template

Use this template to create a request for proposal (RFP) document to be used in the selection process of this project.

PPM Solution Success Metrics Workbook

Use this tool to record core goals to be achieved through the new PPM solution and how attainment of these goals will be measured. It will also allow you to record the...

PPM Solution Use-Case Fit Assessment Tool

Use this tool to determine which Info-Tech PPM Vendor Landscape use case is the most appropriate for your organization based on factors such as size and PPM maturity.

Select and Implement a PPM Solution – Phase 2: Select a PPM Solution

This phase of the blueprint, Select Your PPM Solution, will help you choose the most appropriate solution for your organization's size and PPM maturity level using...

PPM Vendor Shortlist & Detailed Feature Analysis Tool

Use this tool to create a PPM solution vendor shortlist.

PPM Solution Vendor Response Template

Customize this template and send it to vendors interested in responding to your request for proposals (RFP). Having vendors fill out a standard form will ease the process...

PPM Solution Evaluation & RFP Scoring Tool

Use this tool to record, consolidate, compare, and evaluate the evaluation criteria for each PPM solution and vendor.

PPM Solution Vendor Demo Script

Use this template to prepare a script that can be used to guide PPM solution demonstrations and briefings offered by vendors. Having questions prepared will help ease...

Select and Implement a PPM Solution – Phase 3: Plan the PPM Solution Implementation

This phase of the blueprint, Plan Your PPM Solution Implementation, will help you ensure the successful long-term sustainable adoption of the solution and ensure that...

CIO Business Vision Discussion Guide

Use this template in conjunction with the CIO Business Vision Communication Deck to present the results of your CIO Business Vision survey to business leaders.
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