Project & Portfolio Management

Requirements Gathering SOP and BA Playbook

Use this template to define procedures for how requirements should be gathered at your organization.

Project and Portfolio Review – Concierge Experience

Info-Tech’s Concierge Experiences are a powerful set of advisory services that we deliver to you, our members, leveraging the best practices that we research. These...

Portfolio Throughput and Capacity Assessment – Concierge Experience

Info-Tech’s Concierge Experiences are a powerful set of advisory services that we deliver to you, our members, leveraging the best practices that we research. These...

Asana Introduces Automation With Customizable Rules to Alleviate Busywork

Asana’s automation features help reduce busywork by enabling users to create rules for repetitive tasks. This allows staff to dedicate their attention to higher-value...

ALM Works Brings “Structure” to Project Complexity

ALM Works Structure for Jira enables Atlassian customers to track and manage projects at scale.

Audit Standard Triage Tool

This tool should be used as a current state analysis of your project portfolio practices. Use the results to determine if further assessment is needed.

Audit the Project Portfolio – Phase 2: Perform Project Portfolio Audit

This phase of the blueprint, Audit the Project Portfolio, will help you audit your portfolio and project management practices.

Project Portfolio Audit Tool

This tool should be used to conduct the audit of your chosen projects and portfolios.

Audit the Project Portfolio – Phase 3: Establish a Plan

This phase of the blueprint, Audit the Project Portfolio, will help you create an action plan to move forward with the information you learned from this audit.

PPM Audit Timeline Template

Based on the results of the audit, this tool should be used as a project plan for next steps.
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