Maintain an Organized Portfolio – Phase 1: Assess the Current State of the Portfolio and PPM Processes

This phase of the blueprint, Maintain an Organized Portfolio, helps you analyze the current mix of projects and programs in your portfolio. It also helps determine to...

Project Portfolio Organizer

Use this tool to analyze the current mix of projects and programs in your existing portfolio. This information is critical for understanding what information and...

COBIT APO05 (Manage Portfolio) Alignment Workbook

Use this tool to assess to what degree you have the information and processes in place that are needed to maintain an organized portfolio. This tool uses the COBIT 5...

Maintain an Organized Portfolio – Phase 2: Enhance Portfolio Organization Through Improved PPM Criteria and Processes

This phase of the blueprint, Maintain an Organized Portfolio, will help you define clear portfolio criteria and help ensure processes are in place to use these criteria...

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...

Maintain an Organized Portfolio – Phase 3: Implement Improved Portfolio Management Practices

This phase of the blueprint, Maintain an Organized Portfolio, will help you make the changes needed to ensure that clear portfolio criteria are defined and that they are...

Portfolio Management Improvement Roadmap Tool

Use this template to record the prioritized high-level roadmap for better defining portfolio criteria and for optimizing portfolio processes so that such criteria can be...

Level 2 Project Charter Template

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

Tailor IT Project Management Processes to Fit Your Projects – Executive Brief

Read this Executive Brief to understand why prescribed best practices in project management aren't always the best fit and discover how you can tailor them to improve...

Tailor Project Management Processes to Fit Your Projects – Phase 1: Lay the Groundwork for PM Success

This phase of the blueprint, Tailor Project Management Processes to Fit Your Projects, will help you set the right level of project governance and classify your projects...
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