Email to Project Managers Template

This email template is designed to inform project managers that a portfolio monitoring exercise is taking place and that their involvement is required in the process.

Email Approval Template

The project prioritization committee must communicate project rankings to senior management and obtain support for moving forward.

Performance Feedback Form

Use this feedback form to assess and provide professional and constructive feedback to project team members.

Formalize Project Portfolio Management for Small Enterprise – Executive Brief

This executive brief will help you gain buy-in for formalizing a PPM Operating Plan for your small business.

Formalize Project Portfolio Management for Small Enterprise – Phases 1-2

Make big gains in small steps.

Portfolio Operating Plan for Small Enterprise

Use this template to document decisions, policies and procedures around your portfolio operating plan.

PPM for Small Enterprise – Resource Allocation Implementation Guide

This implementation guide offers detailed step by step instructions for setting up the resource management aspect of the PPM solution. This includes resource allocation,...

Manage Your Vendors Before They Manage You – Executive Brief

Read this Executive Brief to understand why you need to manage your vendors before they manage you.

Rebalance Project Intake for Small Enterprise – Executive Brief

This executive brief will help build the case for rebalancing project intake one achievable step at a time.

Rebalance Project Intake for Small Enterprise – Phase 1: Create a Standardized Intake Process

Adopt an intake workflow appropriate to the IT department’s capacity.
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