Project Intake Workflow Template

Use this template to document your project intake, approval, and prioritization workflow in a swim-lane flowchart format.

Optimize Project Intake, Approval, and Prioritization – Phase 2: Build New Optimized Processes

This phase of the blueprint, Optimize Project Intake, Approval, and Prioritization, will help you take a deeper dive to ensure that the portfolio of projects is best...

Proposed Project Technology Assessment Tool

Use this tool to conduct a high-level analysis of a technology's readiness for adoption based on your organization's needs.

Intake and Prioritization Impact Analysis Tool

Use the Intake and Prioritization Impact Analysis Tool to analyze the effects of project intake process change across the organization, and to assess the likelihood of...

Refine Your Estimation Practices With Top-Down Allocations

As a portfolio manager, you’re expected to size projects for approval and intake before they have sufficient definition. The consequences of initial sizing are felt...
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Refine Your Estimation Practices With Top-Down Allocations – Executive Brief

Read this Executive Brief to understand why bad estimates are costing your organization money and obscuring the good work your team is doing.

Refine Your Estimation Practices With Top-Down Allocations – Phases 1-3

This storyboard will help you improve the accuracy of your early estimates using top-down allocations and analogous estimation principles.

Mixed Methodology Portfolio Strategy Template

This template will help you compose a comprehensive Mixed Methodology Portfolio Strategy. It is composed of an executive brief to establish the need for PPM, plan for...

Mixed Methodology Portfolio Analyzer

Use this tool to gather and analyze data on the current state of your mixed methodology portfolio.

Project Lessons Learned Template

Use this template to track successes and setbacks across each project lifecycle. Refine and synthesize this data to create valuable lessons learned for future projects.
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