Select and Implement a PPM Solution – Phase 2: Select a PPM Solution

This phase of the blueprint, Select Your PPM Solution, will help you choose the most appropriate solution for your organization's size and PPM maturity level using...

PPM Vendor Shortlist & Detailed Feature Analysis Tool

Use this tool to create a PPM solution vendor shortlist.

PPM Solution Vendor Response Template

Customize this template and send it to vendors interested in responding to your request for proposals (RFP). Having vendors fill out a standard form will ease the process...

PPM Solution Evaluation & RFP Scoring Tool

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

PPM Solution Vendor Demo Script

Use this template to prepare a script that can be used to guide PPM solution demonstrations and briefings offered by vendors. Having questions prepared will help ease...

Select and Implement a PPM Solution – Phase 3: Plan the PPM Solution Implementation

This phase of the blueprint, Plan Your PPM Solution Implementation, will help you ensure the successful long-term sustainable adoption of the solution and ensure that...

Project Portfolio Workbook

Use this workbook as a model or first iteration for your homegrown PPM solution. Follow the steps in Info-Tech's Grow Your Own PPM Solution blueprint to populate,...

Detailed Project Request Form

Use the Detailed Project Request Form if your intake processes require more friction.

Light Project Request Form

Use the Light Project Request Form if your intake processes require less friction.

Comprehensive Business Case Template

Use the Comprehensive Business Case Template for requests that require more rigorous business case development.
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