Portfolio Management - Tools
Topics
Types of Content
Project Benefits Documentation WorkbookThis tool should be used to document a project's expected benefits before it is initiated, and make adjustments to benefit metrics and targets as changes are made to the... |
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Project Intake Classification MatrixUse the Project Intake Classification Matrix as you triage requests to help you determine the amount of project intake process rigor that will be required. |
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PPM Solution Requirements Gathering ToolUse this tool to record and organize your business and technical requirements for a PPM solution. |
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PPM Solution Cost-of-Use Estimation ToolUse this tool to estimate the amount of resources required to use and maintain the proposed commercial PPM solution and (if applicable) to document the amount of resources... |
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PPM Vendor Shortlist & Detailed Feature Analysis ToolUse this tool to create a PPM solution vendor shortlist. |
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PPM Solution Evaluation & RFP Scoring ToolUse this tool to record, consolidate, compare, and evaluate the evaluation criteria for each PPM solution and vendor. |
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Project Backlog Management ToolUse our Project Backlog Management Tool to monitor the project backlog and provide executive visibility into the current status of backlog items. |
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PPM Deployment Dashboard and Report Requirements WorkbookThis workbook allows you to record the functional requirements for your PPM dashboard and reporting. |
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Organizational Change Management Triage ToolUse this tool as part of your ongoing project processes to gauge the viability and the organizational change management efforts required for a project. |
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Visualize Your Strategic Roadmap With Power BI Zip FileThis zip file contains Excel and Power BI templates that act as a starting point for visualizing strategic roadmaps. |
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