Intake and Prioritization Impact Analysis Tool

Use the Intake and Prioritization Impact Analysis Tool to analyze the effects of project intake process change across the organization, and to assess the likelihood of...

Right-Sized Business Case Template

Use this streamlined template to help build a business case for any size of initiative.

Project Sponsor Role Description Template

Use this template in concert with the blueprint, Deliver Project Value With a Benefits Legitimacy Initiative, to help communicate sponsor responsibilities for project...

Refine Your Estimation Practices With Top-Down Allocations

As a portfolio manager, you’re expected to size projects for approval and intake before they have sufficient definition. The consequences of initial sizing are felt...
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Deliver Project Value With a Benefits Legitimacy Initiative – Phase 1: Establish Benefits Legitimacy During Portfolio Intake

This phase of the blueprint, Deliver Project Value With a Benefits Legitimacy Initiative, will help you establish effective benefits articulation and estimating practices...

Refine Your Estimation Practices With Top-Down Allocations – Executive Brief

Read this Executive Brief to understand why bad estimates are costing your organization money and obscuring the good work your team is doing.

Refine Your Estimation Practices With Top-Down Allocations – Phases 1-3

This storyboard will help you improve the accuracy of your early estimates using top-down allocations and analogous estimation principles.

Refine Your Estimation Practices With Top-Down Allocations – Phase 1: Build Organizational Memory to Inform Early Estimations

This phase of the blueprint, Refine Your Estimation Practices With Top-Down Allocations, will help you glean insight and value from your past projects.

Mixed Methodology Portfolio Strategy Template

This template will help you compose a comprehensive Mixed Methodology Portfolio Strategy. It is composed of an executive brief to establish the need for PPM, plan for...

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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