Maintain an Organized Portfolio – Phase 1: Assess the Current State of the Portfolio and PPM Processes

This phase of the blueprint, Maintain an Organized Portfolio, helps you analyze the current mix of projects and programs in your portfolio. It also helps determine to...

Maintain an Organized Portfolio – Phase 2: Enhance Portfolio Organization Through Improved PPM Criteria and Processes

This phase of the blueprint, Maintain an Organized Portfolio, will help you define clear portfolio criteria and help ensure processes are in place to use these criteria...

Portfolio Management Improvement Roadmap Tool

Use this template to record the prioritized high-level roadmap for better defining portfolio criteria and for optimizing portfolio processes so that such criteria can be...

Grow Your Own PPM Solution – Phase 3: Implement Your PPM Solution

This phase of the blueprint, Grow Your Own PPM Solution, will help you plan and implement an affordable, adoptable, and effective PPM solution with Info-Tech's Portfolio...

Unify a Mixed Methodology Portfolio – Phase 1

This phase of the blueprint, Unify a Mixed Methodology Portfolio, will help you analyze the current state of your portfolio and get the leadership to buy-in to an Engaged...

Unify a Mixed Methodology Portfolio – Executive Brief

Read this Executive Brief to understand why organizations with mixed methodology portfolios need a strategic approach to better standardize project data points and engage...

Portfolio Manager Lite 2017

Use this workbook as a model for your homegrown resource management solution, which can also serve as a PPM solution. This is a lightweight version of Info-Tech's...

Resource Management Communications Template

Use this template to present your resource management practice to stakeholders.

Intake Process Pilot Plan Template

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.

T-Shirt Sizing Health Check Lite

Use this tool to evaluate your estimation capabilities if you lack access to a comprehensive project history. Estimate the health of past estimates to start new projects...
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