Portfolio Management Standard Operating Procedures

Use this template to record the portfolio criteria and processes that will be used to ensure that the portfolio is organized according to strategic goals and within...

Get Back To the Future With Resource Allocations

In finance services, it can be a gut instinct to manage and track human resource time in the same manner that we manage money – track every single thing that happens. The...

Project Backlog ROI Calculator

Use our Project Backlog ROI Calculator to determine the costs incurred by your project backlog and determine the value of this investment.

Benefits Commitment Form Template

Use the Benefits Commitment Form Template to document your project sponsor's approval and a high-level commitment to major benefits.

Unify a Mixed Methodology Portfolio

A mixed methodology portfolio needs to be anchored around a clear focus on current projects and allocations, with a great deal of value placed on near-term resource...
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Enhance PPM Dashboards and Reports – Phase 1: Establish a PPM Dashboard and Reporting Enhancement Project Plan

This phase of the blueprint, Enhance PPM Dashboards and Reports, will help ensure that PPM dashboards and reports are effective and valuable by identifying your...

Agifall: The Portfolio Strikes Back

Executive decision makers are increasingly frustrated by the lack of timeline commitment coming from Agile projects. The leaders are reclaiming their ability to do their...

Optimize Project Intake, Approval, and Prioritization – Phase 1: Set Realistic Goals for Optimizing Process

This phase of the blueprint, Optimize Project Intake, Approval, and Prioritization, will help you pilot a scorecard for objectively determining project value, and then...

Balance Supply and Demand with Realistic Resource Management Practices – Phase 3: Implement Sustainable Resource Management Practices

This phase of the blueprint, Balance Supply and Demand with Realistic Resource Management Practices, will help you set up a pilot to test the new resource management...

Develop a Project Portfolio Management Strategy – Executive Brief

Read this Executive Brief to understand why every IT department needs a project portfolio management strategy, and maximize the value of the project portfolio to drive...
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