Project & Portfolio Management

Info-Tech Audit Standard for Project Portfolio Management

Read and understand the Audit Standard before completing the activities in phase 1 of this blueprint.

Set a Strategic Course of Action for the PMO in 100 Days – Phases 1-4

Use this storyboard to communicate a strategic vision for your PMO, get the right people behind you, and establish buy-in for a long-term PPM strategy. All in 100 days.

PPM Strategy-Process Goals Translation Matrix Template

This tool will help you engage the executive layer or the project steering committee, who ultimately own the project portfolio, to set the goals, metrics, and targets.

Project Portfolio Book of Record

Use this tool to compile a list of all existing projects. Determine the necessary criteria to track and use the book of record to help leadership make decisions around...

Frontline Manager Coaching Plan Workbook

Use this purpose-built organizational change management workbook to help engage your frontline managers in the change management process and prepare them for success.

Reduce Time to Consensus With an Accelerated Business Case – Phase 3: Make the Case

This phase of the blueprint, Reduce Time to Consensus With an Accelerated Business Case, will walk you through finalizing the case and making the recommendation for the...

Wrike’s Approach to Avoiding Employee Burnout Requires a Collaborative, Top-Down Approach to Portfolio Planning

Wrike’s Laura Quiambao recently blogged about the dangers of employee burnout and highlighted how Wrike Resource can help. It’s tough to argue with her four proposed...

Info-Tech Express Industry Spotlight: Manufacturing

Leverage this research to use when understanding how and where your company can improve when it comes to specific areas IT operations, based on the performance of other...

Restart the Engine of Your Project Portfolio

Restarting the engine of the project portfolio mid-pandemic won’t be as simple as turning a key and hitting the gas. Use this concise research to find the right path...

Portfolio Management Improvement Roadmap Tool

Use this template to record the prioritized high-level roadmap for better defining portfolio criteria and for optimizing portfolio processes so that such criteria can be...
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