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Use this tool to create a reliable, transparent estimate that can be tracked and adjusted over the course of the project lifecycle. Use the Estimation Quote to set...
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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...
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Use this template to track and develop an estimation process that is cohesive and repeatable for all future projects.
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In finance services, it can be a gut instinct to manage and track human resource time in the same manner that we manage money – track every single thing that happens. The...
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While many IT managers lack the capacity to realistically say “yes” to more project work, many also lack the authority to decline or defer new requests. It’s a catch-22...
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Use Info-Tech’s Intake Process Pilot Plan Template to help define the scope of your pilot and set appropriate goals for the test-run of your new processes.
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Use this tool to conduct a high-level analysis of a technology's readiness for adoption based on your organization's needs.
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This phase of the blueprint, Optimize Project Intake, Approval, and Prioritization, will help you take a deeper dive to ensure that the portfolio of projects is best...
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Use this template to document your project intake, approval, and prioritization workflow in a swim-lane flowchart format.
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This phase of the blueprint, Optimize Project Intake, Approval, and Prioritization, will help you plan a course of action to pilot, refine, and communicate the new...
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