Approval Template

At this stage, the project prioritization committee must communicate resource-confirmed project rankings with stakeholders and senior management to obtain support for...

Project Re-Prioritization Master Tool

Due to an identified event, the prioritization list you have determined to date no longer reflects current realities. Use this tool to help you re-adjust, and...

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.

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.

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,...

Email Approval Template

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

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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