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...

Portfolio Manager Lite 2017

Use this workbook as a model for your homegrown resource management solution, which can also serve as a PPM solution. This is a lightweight version of Info-Tech's Portfolio...

Portfolio Manager 2.0

This is a set of ready-to-implement reporting templates for the smaller PMO.

Day-to-Day Project Definition Tool

Use this tool as you triage new work-effort requests to help identify day-to-day projects across functional teams.

Organizational Change Management Triage Tool

Use this tool as part of your ongoing project processes to gauge the viability and the organizational change management efforts required for a project.

T-Shirt Sizing Health Check Lite

Use this tool to evaluate your estimation capabilities if you lack access to a comprehensive project history. Estimate the health of past estimates to start new projects...

Project Portfolio Supply-Demand Analysis Tool

Use this tool to estimate current project capacity by determining the time dedicated to project versus non-project work. By estimating the number of projects in demand, you...

Project Portfolio Audit Tool

This tool should be used to conduct the audit of your chosen projects and portfolios.

Audit Standard Triage Tool

This tool should be used as a current state analysis of your project portfolio practices. Use the results to determine if further assessment is needed.

PPM Solution Success Metrics Workbook

Use this tool to record core goals to be achieved through the new PPM solution and how attainment of these goals will be measured. It will also allow you to record the...
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