Day-to-Day Project Intake and Prioritization Tool

Use the Day-to-Day Project Intake and Prioritization Tool as a template to help you track and prioritize new requests and assist in resource planning around those requests.

PPM Metrics Menu

This tool provides a list of sample PPM metrics. Use the list to help identify the kind of information that can be gathered to support key decision makers and to help...

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...

Mixed Methodology Portfolio Stakeholder Survey Tool

Use this tool to gather and analyze input from stakeholders as you plan, develop, and manage an Engaged Agile Portfolio.

Agile Portfolio Sprint Prioritization Tool

Use the Agile Portfolio Sprint Prioritization Tool as a template or model to develop and customize your Agile Portfolio Dashboard or Report.

Time Audit Workbook

Use this tool to document the results of your current state assessment and time audit survey.

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...
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