Project Portfolio Management Foundations Stakeholder Communication Deck

Use this template to construct a debrief for stakeholders around foundational changes to your PPM processes.

Day-to-Day Project Intake and Prioritization Tool

Use the Day-to-Day Project Intake and Prioritization Tool as a template to help you track and prioritize new requests and assist in resource planning around those requests.

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...
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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...

Minimum-Viable PMO Needs Assessment

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

Portfolio Benefits Tracking Tool

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

Tailor Project Management Processes to Fit Your Projects – Phase 1: Lay the Groundwork for PM Success

This phase of the blueprint, Tailor Project Management Processes to Fit Your Projects, will help you set the right level of project governance and classify your projects...

Level 1 Project Charter Template

Use this template to create a concise project charter for small, low-risk projects.

Scope Statement Template

Use this template to outline project deliverables in detail and provide a common understanding of project scope to all stakeholders.

Project Staffing Plan

The Project Staffing Plan should be used by the project manager to determine skill requirements, assess skills, determine scheduling requirements, and draft a plan to...
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