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,...

Detailed Project Request Form

Use the Detailed Project Request Form if your intake processes require more friction.

PPM Solution RFP Template

Use this template to create a request for proposal (RFP) document to be used in the selection process of this project.

Zero-Allocation Project Management Workbook

Developing a lean PM toolkit will free up PMs to focus on actually managing the project while still delivering accurate portfolio metrics.

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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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...

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...

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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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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Portfolio Management Standard Operating Procedures

Use this template to record the portfolio criteria and processes that will be used to ensure that the portfolio is organized according to strategic goals and within...
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