Project & Portfolio Management

Portfolio Benefits Tracking Tool

Use this tool to document, analyze, and report on actual benefits realization across multiple projects in your portfolio.

Application Maintenance Project Charter

This template should be used as a living document to carry the project through from proof-of-concept to implementation.

Minimum-Viable PMO Needs Assessment

Analyze the value of the time and effort you spend on project management activities.

Enhance PPM Dashboards and Reports – Phase 1: Establish a PPM Dashboard and Reporting Enhancement Project Plan

This phase of the blueprint, Enhance PPM Dashboards and Reports, will help ensure that PPM dashboards and reports are effective and valuable by identifying your...

Unify a Mixed Methodology Portfolio

A mixed methodology portfolio needs to be anchored around a clear focus on current projects and allocations, with a great deal of value placed on near-term resource...
  • guided implementation icon

IT Strategy Case Study of a Non-Profit Healthcare Provider

A community-based, non-profit healthcare organization has seen a rapid increase in the complexity, scope, and volume of IT services delivered over the past two years. A...

Project Level Assessment Tool

The Project Level Assessment Tool is used to assess overall project initiation and planning maturity and pinpoint areas of project management initiation and planning that...

Communication Plan Template

The Communication Plan Template is used to document and organize your strategy and tactics to effectively get your message across and to address feedback.

Project Methodology Assessment Tool

Use this tool during portfolio intake to determine right project management methodology for planning and execution.

PMO Director First 100 Days Timeline

Use the MS Project or Excel template to outline the high-level timeline and major milestones for your first 100 days in the PMO.
Visit our IT Cost Optimization Center
Over 100 analysts waiting to take your call right now: 1-519-432-3550 x2019
GET HELP
Contact Us