Prepare to Successfully Deploy PPM Software – Executive Brief

Read this Executive Brief to understand why preparing for PPM deployment will ensure that you get the most value out of the professional services you have purchased for...

PPM Audit Timeline Template

Based on the results of the audit, this tool should be used as a project plan for next steps.

Prepare to Successfully Deploy PPM Software – Phase 1: Create a Preparation Team and Plan

This phase of the blueprint, Prepare to Successfully Deploy PPM Software, will help you engage in purposeful and effective PPM deployment planning by clearly defining...

Audit the Project Portfolio – Phase 3: Establish a Plan

This phase of the blueprint, Audit the Project Portfolio, will help you create an action plan to move forward with the information you learned from this audit.

PPM Suite Functional Requirements Document Template

Use this template to record project-related and resource management functional requirements for the new PPM suite. This template also records where key PPM data is...

PPM Suite Deployment Timeline Template

Use this template to outline the high-level timeline and major milestones for the preparation, deployment, and post-deployment stages. Establishing a long-term view will...

PPM Suite Deployment Communication Plan Template

Use this template to record your communication plan for the deployment period.

Prepare to Successfully Deploy PPM Software – Phase 2: Prepare Project-Related Requirements and Deliverables

This phase of the blueprint, Prepare to Successfully Deploy PPM Software, will help you provide clearer definition to specific project-related functional requirements and...

Project Portfolio Audit Tool

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

Resource Management Communications Template

Use this template to present your resource management practice to stakeholders.
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