Tailor Project Management Processes to Fit Your Projects – Phase 2: Build a Lightweight PM Process for Small Initiatives

This phase of the blueprint, Tailor Project Management Processes to Fit Your Projects, will help you optimize project management processes for small projects and maximize...

Organizational Change Management Capabilities Assessment

The Organizational Change Management Capabilities Assessment is designed to evaluate your current capabilities, opportunities, and challenges around managing...

Optimize Project Intake, Approval, and Prioritization – Phase 1: Set Realistic Goals for Optimizing Process

This phase of the blueprint, Optimize Project Intake, Approval, and Prioritization, will help you pilot a scorecard for objectively determining project value, and then...

Set a Strategic Course of Action for the PMO in 100 Days – Phase 2: Gather PMO Requirements

The path to understanding your PMO’s role runs through a labyrinth of stakeholder expectations. Use this phase to help perform a thorough stakeholder outreach exercise to...

Enhance PPM Dashboards and Reports – Phase 3: Implement and Maintain Effective PPM Dashboards and Reporting

This phase of the blueprint, Enhance PPM Dashboard and Reporting, will help you officially close and evaluate the PPM dashboard and reporting enhancement project and...

Develop a Project Portfolio Management Strategy – Phase 3: Complete Your PPM Strategic Plan

This phase of the blueprint, Develop a PPM Strategy, will help you compose a PPM strategic plan with inputs from the previous phases by adding a cost-benefit analysis and...

Level 2 Project Status Report Template

This template informs stakeholders of the project's progress. It outlines the key accomplishments, upcoming tasks, and issues to concisely inform key stakeholders. Use...

Project Intake Classification Matrix

Use the Project Intake Classification Matrix as you triage requests to help you determine the amount of project intake process rigor that will be required.

Project Backlog Operating Plan Template

Use this template to develop your long-term project backlog management operating strategy.

Project Management Workflow Template

Use this template to document the workflow for your project management process.
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VL Methodology