Project Benefits Documentation Workbook

This 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...

Project Intake Classification Matrix

Use the Project Intake Classification Matrix as you triage requests to help you determine the amount of project intake process rigor that will be required.

PPM Solution Requirements Gathering Tool

Use this tool to record and organize your business and technical requirements for a PPM solution.

PPM Solution Cost-of-Use Estimation Tool

Use 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...

PPM Vendor Shortlist & Detailed Feature Analysis Tool

Use this tool to create a PPM solution vendor shortlist.

PPM Solution Evaluation & RFP Scoring Tool

Use this tool to record, consolidate, compare, and evaluate the evaluation criteria for each PPM solution and vendor.

Project Backlog Management Tool

Use our Project Backlog Management Tool to monitor the project backlog and provide executive visibility into the current status of backlog items.

PPM Deployment Dashboard and Report Requirements Workbook

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

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...

Portfolio Manager 2.0

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