Audit Glossary of Terms

Read and understand the glossary of terms before completing the activities in phase 1 of this blueprint.

PPM Suite Functional Requirements Document Template

Use this template to record project-related and resource management functional requirements for the new PPM suite. This template also records where key PPM data is...

Optimize Project Intake, Approval, and Prioritization – Executive Brief

Read this Executive Brief to understand how Info-Tech’s intake, approval, and prioritization methodology systemically enables you to approve and undertake only the right...

Develop a Project Portfolio Management Strategy – Phase 2: Align PPM Processes to Your Strategic Goals

This phase of the blueprint, Develop a PPM Strategy, will help you align the PPM processes that make up the infrastructure around projects with your PPM strategy.

Workfront Acquires Atiim to Shine Light on Strategic Alignment

Workfront recently announced its acquisition of Atiim, a leading OKR (Objectives and Key Results) vendor. It plans to offer an integrated tool set called Workfront Goals...

Frontline Manager Change Management Training Template

Use this manager training deck to prepare frontline managers and supervisors to lead through change

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...

Project Estimation Playbook

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

PPM Solution Success Metrics Workbook

Use this tool to record core goals to be achieved through the new PPM solution and how attainment of these goals will be measured. It will also allow you to record the...

Storyboard: Manage a Minimum-Viable PMO

Provide project managers with processes that they have the time to follow.
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