Tailor Project Management Processes to Fit Your Projects – Phase 3: Establish Initiation and Planning Protocols for Medium-to-Large Projects

This phase of the blueprint, Tailor Project Management Processes to Fit Your Projects, will help you create a fully-featured set of project initiation and planning processes.

Portfolio Manager 2017 Video – Creating Reports

Learn how to create compelling reports on your project portfolio with Info-Tech's Project Manager 2017, a spreadsheet-based PPM tool. Presented by Info-Tech's Senior...

Deliverable Acceptance Form Template

Use this template to outline project deliverable sign-off criteria, and ensure business and technical acceptance criteria are met.

Stakeholder Engagement Workbook

Use this Stakeholder Engagement Workbook to create a prioritized list of people who are affected or can affect your project, and to determine how best to communicate with...

Drive Organizational Change from the PMO – Phase 1: Prepare the PMO for Change Leadership

This phase of the blueprint, Drive Organizational Change from the PMO, will help you assess the organization's readiness for change and evaluate the PMO’s OCM capabilities.

Right-Sized Business Case Template

Use this streamlined template to help build a business case for any size of initiative.

Project Lessons Learned Template

Use this template to track successes and setbacks across each project lifecycle. Refine and synthesize this data to create valuable lessons learned for future projects.

PPM Solution Evaluation & RFP Scoring Tool

Use this tool to record, consolidate, compare, and evaluate the evaluation criteria for each PPM solution and vendor.

Balance Supply and Demand with Realistic Resource Management Practices – Phase 1: Take Stock of Organizational Supply and Demand

This phase of the blueprint, Balance Supply and Demand with Realistic Resource Management Practices, will help you assess the current state of your resource management...

Establish Realistic IT Resource Management Practices – Phases 1-3

This storyboard will help you develop practices to promote and maintain accurate resourcing data, while developing tactics to continually inform decision makers’...
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