PPM Decision Support Review Workbook

Use this tool to conduct a thorough review of your organization's core PPM decision points and key PPM decision makers. Identify areas where decision-maker satisfaction...

PPM Dashboard and Reporting Audit Workbook

Use this tool to conduct a thorough review the effectiveness of your organization's existing dashboards and reports and to identify gaps that will need to be addressed...

PPM Dashboard and Report Requirements Workbook

Use this tool to record the stakeholder requirements for each dashboard and report to be enhanced as part of the project.

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...

PPM Deployment Data Workbook

Use this workbook to organize and record project-related data and resource-related data needed to populate the new PPM suite. Only use this template if you do not already...

PPM Deployment Dashboard and Report Requirements Workbook

This workbook allows you to record the functional requirements for your PPM dashboard and reporting.

PPM Suite Training Management Tool

This tool can help you keep track of training progress leading up to, during, and after the deployment of your new PPM suite. This tool allows you to identify where to...

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...

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...

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...
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