Project & Portfolio Management

Deliver Project Value With a Benefits Legitimacy Initiative – Phase 2: Maintain Benefits Legitimacy Throughout Project Planning and Execution

This phase of the blueprint, Deliver Project Value with a Benefits Legitimacy Initiative, will help you establish effective benefits management practices during project...

Benefits Legitimacy Workflow Template

Use this template to document the workflow for your benefits management process.

Deliver Project Value With a Benefits Legitimacy Initiative – Phase 3: Close the Deal on Project Benefits

This phase of the blueprint, Deliver Project Value With a Benefits Legitimacy Initiative, will help you establish post-project benefits tracking and reporting processes.

Benefits Lag Report Template

Use this template in conjunction with the blueprint, Deliver Project Value With a Benefits Legitimacy Initiative, to help facilitate the post-project benefits reporting...

Benefits Legitimacy Handbook Template

Use this template as you complete the blueprint, Deliver Project Value With a Benefits Legitimacy Initiative, to document your new benefits management processes.

Project Benefits Documentation Workbook

This tool should be used to document a project's expected benefits before it is initiated, and make adjustments to benefit metrics and targets as changes are made to the...

Benefits Commitment Form Template

Use the Benefits Commitment Form Template to document your project sponsor's approval and a high-level commitment to major benefits.

Measure IT Project Value – Phases 1-3

People treat benefits as a box to tick on the business case, deflating or inflating them to facilitate project approval. This storyboard will help you develop processes to...

Portfolio Benefits Tracking Tool

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

First Impressions of Meisterplan: Portfolio and Resources but No Tasks

Our project portfolio management research practice helps a lot of clients who haven’t succeeded with full-blown PPM suites like Project Server and Clarity. Meisterplan is a...
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