Time Tracker Workbook

Use this workbook to track and get reporting on resource utilization across your staff. You can use this workbook to conduct a time audit or to pilot a time-tracking process.

Digital Portfolio Management Playbook

Assess the performance and strategic alignment of your IT resources, talent, activities and assets across multiple product and service lines. Identify opportunities to...

Strategic Portfolio Management Needs Assessment

Use this Excel workbook to determine if your organization can benefit from the features and functionality of a strategic portfolio management tool.

PPM Decision Support Review Workbook – Annual Report Version

The output of this tool can be used to establish the PPM dashboard and reporting strategies and priorities for your organization.

Business Case Classification Matrix

Classify your projects to help determine the appropriate queue for business case development.

Day-to-Day Project Supply/Demand Calculator

This tool will help you assess IT's overall resource capacity to execute both major project work and day-to-day project work relative to the organization's overall demand,...

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.

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...

Project Portfolio Audit Tool

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