Project & Portfolio Management

Build a Comprehensive Business Case

Build a better business case by understanding the finance basics, establishing the process governance, completing your analysis, and crafting a compelling executive...
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Prepare an Actionable Roadmap for Your PMO

PMOs can’t do everything and be all things to all people. Define limits with a strong mandate and effective staffing. Make sure you have the skills and capacity to support...
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Prepare an Actionable Roadmap for Your PMO – Phases 1-3

PMOs can’t do everything and be all things to all people. Define limits with a strong mandate and effective staffing. Make sure you have the skills and capacity to support...

Portfolio Manager

Portfolio managers oversee a collection of projects, programs and other activities that are grouped together to meet strategic business objectives. The practice of...

PMO Strategic Plan

This template will help you compose a PMO strategy. Follow the steps in the blueprint to complete the strategy.

Organizational Change Impact Analysis Tool

You can use this tool to analyze the impacts of your intake and prioritization process implementation/optimization across various stakeholders and groups. Based upon your...

PMO MS Project Plan Sample

Use this tool to determine the next steps and assign tasks to the appropriate people.

Outgrow Your Own PPM Solution

Develop an exit strategy from your home-grown solution to a commercial PPM toolset. In this video, we show a rapid transition from the Excel dataset shown on this page to a...

PPM High-Level Supply-Demand Calculator

This tool will help you assess IT's overall resource capacity to execute project work relative to the organization's overall project demand.

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...
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