Portfolio Management

Deliver Engaging Portfolio Reports With Power BI Storyboard

A step-by-step process for implementing and personalizing a set of PPM reporting templates based on Excel and Power BI.

Portfolio Manager Change Plan Template

This template accelerates your deployment by recording decisions and design points in a central "Change Plan".

Beyond the Hype: Take a Practical, Tactical Approach to Evolving PPM

As a PMO/PPM leader, are you prepared for emerging technology-enabled change? Only advanced portfolio management use cases will help improve project throughput and...

Resource Management Process Flow Template

Use this template to document your resource management process in a swim-lane flowchart format.

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.

Maximize the Value of IT Across Enterprise Portfolios – Phases 1-4

Many organizations are skilled at optimizing within portfolios, not across them. Use this research to optimize digital portfolios at the enterprise level, across multiple...

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...

Digital Portfolio Management Program Executive Presentation

Communicate the results of your enterprise porfolio management program using this template executive communication deck.

Maximize the Value of IT Across Enterprise Portfolios

Many organizations are skilled at optimizing within portfolios, not across them. Use this research to optimize at the enterprise level.

Preparing for Ontario’s Provincially Mandated Municipal Maturity Assessment

Ontario has announced that regional facilitators will assess the upper-tier municipalities of Durham, Halton, Niagara, Simcoe, Waterloo, and York. To our Ontario municipal...

Deliver Engaging Portfolio Reports With Power BI Storyboard A step-by-step process for implementing and personalizing a set of PPM reporting templates based on Excel and Power BI.
Portfolio Manager Change Plan Template This template accelerates your deployment by recording decisions and design points in a central "Change Plan".
Beyond the Hype: Take a Practical, Tactical Approach to Evolving PPM As a PMO/PPM leader, are you prepared for emerging technology-enabled change? Only advanced portfolio management use cases will help improve project throughput and...
Resource Management Process Flow Template Use this template to document your resource management process in a swim-lane flowchart format.
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.
Maximize the Value of IT Across Enterprise Portfolios – Phases 1-4 Many organizations are skilled at optimizing within portfolios, not across them. Use this research to optimize digital portfolios at the enterprise level, across multiple...
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...
Digital Portfolio Management Program Executive Presentation Communicate the results of your enterprise porfolio management program using this template executive communication deck.
Maximize the Value of IT Across Enterprise Portfolios Many organizations are skilled at optimizing within portfolios, not across them. Use this research to optimize at the enterprise level.
Preparing for Ontario’s Provincially Mandated Municipal Maturity Assessment Ontario has announced that regional facilitators will assess the upper-tier municipalities of Durham, Halton, Niagara, Simcoe, Waterloo, and York. To our Ontario municipal...

Topics

Types of Content

Schedule Your Call