Portfolio Manager 2.0

This is a set of ready-to-implement reporting templates for the smaller PMO.

PMO Role Definition Tool

This tool should be used as a current state and gap analysis of the services currently provided to your organization. The results will help define the services your new PMO...

PMO Job Description Builder Workbook

This tool will help you assess staffing requirements to facilitate project management, business analysis, and organizational change management outcomes.

Tool Audit Workbook

Assess the value of work management tools and determine which ones should stay and which ones should go.

Force Field Analysis Tool

Document the driving and resisting forces for making a change to your work management tools at this time.

Microsoft Project & M365 Licensing Tool

Define your Microsoft Project licensing needs based on your stakeholder groups.

Project Portfolio Management Maturity Assessment Workbook (With Tool Analysis)

Assess your Project Portfolio Management current state maturity and determine your target state maturity .

Organizational Change Impact Analysis Tool

You can use this tool to analyze the impacts of your intake and prioritization process implementation/optimization across various stakeholders and groups. Based upon your...

PPM Transformation Plan Template

Use this comprehensive, easy-to-customize, boardroom-ready presentation template to document and communicate your PPM transformation plan to your IT and business partners.

AI for PPM Use Case Analysis Workbook

This Excel-based workbook contains a customizable library of AI use cases and a framework for identifying and prioritizing those most relevant to your PPM challenges and...
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