Project & Portfolio Management

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.

Portfolio Benefits Tracking Tool

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

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...

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...

Application Maintenance Maturity Assessment

This tool will provide you with the means to determine your organization's level of readiness to improve your maintenance practices.

Run-Grow…Appease: Whither the Ideal Portfolio Mix?

There is no archetypal portfolio mix that all project portfolios should strive toward.

Project Estimation Playbook

Use this template to track and develop an estimation process that is cohesive and repeatable for all future projects.

Refine Your Estimation Practices With Top-Down Allocations – Phase 2: Develop and Refine a Reliable Estimate With Top-Down Allocations

This phase of the blueprint, Refine Your Estimation Practices With Top-Down Allocations, will help you use your project history to develop and validate expectations for new...

Project Lessons Learned Template

Use this template to track successes and setbacks across each project lifecycle. Refine and synthesize this data to create valuable lessons learned for future projects.
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