Day-to-Day Project Process Document

This template will help you communicate the need for more portfolio management rigor around day-to-day projects and document a process wireframe.

PPM Audit Timeline Template

Based on the results of the audit, this tool should be used as a project plan for next steps.

Project Portfolio Book of Record

Use this tool to compile a list of all existing projects. Determine the necessary criteria to track and use the book of record to help leadership make decisions around...

Digital Portfolio Management Program Executive Presentation

Communicate the results of your enterprise porfolio management program using this template executive communication deck.

Project Gating Strategic Template

Use this template to document your right-sized project gating process.

Project Gating Reference Document

Use this template to communicate your right-sized gating process to all stakeholders.

Time-Tracking Survey Email Template

Use this template to send regular time-audit survey updates.

Info-Tech Audit Standard for Project Portfolio Management

Read and understand the Audit Standard before completing the activities in phase 1 of this blueprint.

Project Estimation Playbook

Use this template to track and develop an estimation process that is cohesive and repeatable for all future projects.

Intake Process Pilot Plan Template

Use Info-Tech’s Intake Process Pilot Plan Template to help define the scope of your pilot and set appropriate goals for the test-run of your new processes.
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