Info-Tech Audit Standard for Project Portfolio Management

Read and understand the Audit Standard before completing the activities in phase 1 of this blueprint.

Prepare to Successfully Deploy PPM Software – Phase 1: Create a Preparation Team and Plan

This phase of the blueprint, Prepare to Successfully Deploy PPM Software, will help you engage in purposeful and effective PPM deployment planning by clearly defining...

PPM Strategy-Process Goals Translation Matrix Template

This tool will help you engage the executive layer or the project steering committee, who ultimately own the project portfolio, to set the goals, metrics, and targets.

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.

Project Portfolio Book of Record

Use this tool to compile a list of all existing projects. Determine the necessary criteria to track and use the book of record to help leadership make decisions around...

Frontline Manager Coaching Plan Workbook

Use this purpose-built organizational change management workbook to help engage your frontline managers in the change management process and prepare them for success.

Wrike’s Approach to Avoiding Employee Burnout Requires a Collaborative, Top-Down Approach to Portfolio Planning

Wrike’s Laura Quiambao recently blogged about the dangers of employee burnout and highlighted how Wrike Resource can help. It’s tough to argue with her four proposed...

Storyboard: Manage a Minimum-Viable PMO

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

EPMO Capabilities Survey

Perform our EPMO Capabilities Survey to assess executive needs and to ensure that leadership expectations are clearly set.

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...
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