Prepare to Successfully Deploy PPM Software

This project blueprint will help you prepare to successfully deploy a new PPM suite at your organization that can be sustainably adopted in the long term. It sets you up...
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Portfolio Manager 2017 Video – Introduction and Demonstration

Be introduced to Info-Tech's Project Manager 2017, a spreadsheet-based tool for managing your project portfolio. Presented by Info-Tech's Senior Director of Research,...

Level 2 Project Charter Template

Use this template to create a project charter for medium-sized, moderate-risk projects.

Handover to Operations Template

The Handover to Operations Template is used to document all necessary steps to transfer project knowledge and technical documents. Use this template to document important...

Project Intake, Approval, and Prioritization Communications Template

Use this template to compile and communicate the standard operating procedures that you have developed over the course of this blueprint.

Project Intake, Approval, and Prioritization SOP

Use this template to set up a standard operating procedure for the project intake, approval, and prioritization process.

Enhance PPM Dashboards and Reports

Increase and optimize the engagement of senior management in project portfolio management (PPM) and improve project portfolio performance by enhancing your PPM dashboards...
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Rebalance Project Intake for Small Enterprise

Successful project intake doesn't require additional time, administrative overhead, or high PPM maturity. Build intake discipline one step at a time by adopting a...
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Set a Strategic Course of Action for the PMO in 100 Days

New PMOs frequently suffer from poorly defined mandates and a lack of leadership vision. Don’t flounder in your new role as PMO director. Hit the ground running to...
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COBIT BAI01 (Manage Programs and Projects) Alignment Workbook

Use this tool to analyze your current and target state alignment with the COBIT framework for project management, and to assess the organizational supports and processes...
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