Project & Portfolio Management

Unify a Mixed Methodology Portfolio Storyboard – Phases 1-3

This storyboard will help you develop standardized portfolio processes that all project methodologies can adhere to. In addition, it will help establish organizational...

Audit the Project Portfolio

The Project Portfolio Audit based on Info-Tech’s Audit Standard examines the accountability of project sponsors and approvers for costs and benefits. The foundation...
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Prepare to Successfully Deploy PPM Software – Phase 3: Prepare PPM Resource Requirements and Deliverables

This phase of the blueprint, Prepare to Successfully Deploy PPM Software, will help you provide clearer definition to specific resource management functional requirements...

Develop a Project Portfolio Management Strategy – Phase 1: Get Executive Buy-In for Your PPM Strategy

This phase of the blueprint, Develop a PPM Strategy, will help you get the leadership to buy in to the right strategy for your organization, and set goals for your PPM...

PMO Mandate and Strategy Roadmap Template

Use this template to communicate your PMO's course of action to stakeholders and senior executives with the goal of demonstrating value and achieving buy-in.

Grow Your Own PPM Solution – Phases 1-3

This storyboard will help you scope, plan, and implement an affordable, adoptable, and effective PPM solution with Info-Tech's Portfolio Manager 2017 workbook.

Create a Winning BPI Playbook – Phase 5: Implement

This phase of the blueprint will define the future-state process map and build an implementation plan that includes direction for monitoring the changes made to the...

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...

Resource Management Communications Template

Use this template to present your resource management practice to stakeholders.

Maintain an Organized Portfolio – Phase 2: Enhance Portfolio Organization Through Improved PPM Criteria and Processes

This phase of the blueprint, Maintain an Organized Portfolio, will help you define clear portfolio criteria and help ensure processes are in place to use these criteria...
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