Project & Portfolio Management

Make Project Portfolio Management a Priority

Use this research to understand the importance of project portfolio management in helping to realize the benefits from project investments.

PPM Transformation Plan Dashboard

A supplement to the PPM Transformation Workbook, this Power BI file integrates with the Excel file, giving you a reporting layer for your roadmap that is easy to manage...

AI for PPM Use Case Analysis Workbook

This Excel-based workbook contains a customizable library of AI use cases and a framework for identifying and prioritizing those most relevant to your PPM challenges and...

PPM Transformation Plan Template

Use this comprehensive, easy-to-customize, boardroom-ready presentation template to document and communicate your PPM transformation plan to your IT and business partners.

PPM Transformation Workbook

Use this Excel-based workbook to plan your Exponential IT journey and accurately identify your readiness, needs, and goals.

Transform PPM to Optimize Value From Every Investment

Exponential technologies such as generative AI have entered the project and project portfolio management (PPM) space – putting intense pressure on its leaders to automate...
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Transform PPM to Optimize Value From Every Investment – Phases 1-2

Use this blueprint to define and plan your journey to realizing Exponential IT for PPM strategic goals.

Resource Management Process Flow Template

Use this template to document your resource management process in a swim-lane flowchart format.

Custom Vendor Landscape: Project Portfolio Management Software

Project Portfolio Management (PPM) software helps to optimize an organization’s project portfolios, collecting and consolidating data across multiple projects to assist...

Project Success Assurance Report (Sample PDF)

This sample PDF report shows a version of the document that gets delivered to you by an Info-Tech advisor after each service touchpoint in Info-Tech’s Project Success...
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