Audit the Project Portfolio – Phase 1: Assess Readiness

This phase of the blueprint, Audit the Project Portfolio, will help you determine whether you need to take a closer look into your project portfolio practices.

Info-Tech Audit Standard for Project Portfolio Management

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

Audit Standard Triage Tool

This tool should be used as a current state analysis of your project portfolio practices. Use the results to determine if further assessment is needed.

Audit the Project Portfolio – Phase 2: Perform Project Portfolio Audit

This phase of the blueprint, Audit the Project Portfolio, will help you audit your portfolio and project management practices.

Project Portfolio Audit Tool

This tool should be used to conduct the audit of your chosen projects and portfolios.

Audit the Project Portfolio – Phase 3: Establish a Plan

This phase of the blueprint, Audit the Project Portfolio, will help you create an action plan to move forward with the information you learned from this audit.

PPM Audit Timeline Template

Based on the results of the audit, this tool should be used as a project plan for next steps.

ALM Works Brings “Structure” to Project Complexity

ALM Works Structure for Jira enables Atlassian customers to track and manage projects at scale.

Asana Introduces Automation With Customizable Rules to Alleviate Busywork

Asana’s automation features help reduce busywork by enabling users to create rules for repetitive tasks. This allows staff to dedicate their attention to higher-value...

Clarizen-Procore Partnership Spells Relevance

Clarizen and Procore announced a partnership in October that aims to “help construction companies improve agility.” The functional rationale makes sense, but what’s the...
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