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Express – Managing Projects
Comprehensive bundles of tools and templates to help you get to action quickly on your most important projects.
Dealing with project chaos can be expensive.
- You have more than one project on the go and more project requests coming in all the time – all of which need to be prioritized and managed.
- You also have to live with the consequences of your project decisions.
- The literature on project management is overwhelming, and often leads to heavy, expensive processes.
Our Advice
Critical Insight
- Organize your projects quickly and easily.
- Use Info-Tech's Project Management Toolbox to develop a method for monitoring and controlling incoming project requests, manage your projects right, and monitor the portfolio to focus your limited resources on the right projects.
Impact and Result
Use this toolbox to:
Express – Managing Projects Research & Tools
Project Management Toolbox
Section 1: Establish a process to prioritize projects
Section 2: Implement processes to manage projects
Section 3: Design processes to monitor the portfolio
1. Prioritize: Collect project requests
Understand what constitutes a project and establish transparent rules for collecting proposals.
a. Collect project proposals from the organization
b. Assess the feasibility of the collected projects
c. Establish a prioritization process with senior management
2. Prioritize: Identify high priority projects
Once project proposals are submitted and collected, establish a process to identify the highest priority proposals. Maintain an inventory of proposed projects, rank proposals using metrics that matter, and clearly identify which proposals the organization should tackle first.
a. Design a project prioritization process
b. Rank your projects
c. Obtain approval from senior management
3. Prioritize: Adjust project rankings
Whether IT experiences a shift in capacity or the goals of the organization change in response to market pressures, IT managers must adjust project priorities to reflect the environment in which it operates.
a. Refresh project priorities
b. Re-evaluate priorities in light of new developments
c. Review proposed adjustment with stakeholders
4. Manage: Plan a project
A successful plan can help you save time and money and mitigate the risks inherent in any new venture. Immerse yourself in the project only once you have a process for organizing, coordinating, and directing how the project team plans to reach its objective.
a. Assess project details
b. Create the plan
5. Manage: Manage a project
Once your organization agrees on a project plan, use this toolkit to implement the plan and successfully deliver on project outcomes.
a. Review the project plan
b. Execute the plan
c. Communicate project progress
6. Manage: Close a project
Project closure is often overlooked, but it is essential to successful project management. Use these tools to understand what loose ends you need to address once you have delivered your most important project outcomes.
a. Wrap up the project
7. Monitor: Monitor the project portfolio
Provide a comprehensive guide to monitoring the project portfolio from start to finish.
a. Understand portfolio monitoring
b. Enlist key stakeholders
c. Monitor project progress
Member Testimonials
After each Info-Tech experience, we ask our members to quantify the real-time savings, monetary impact, and project improvements our research helped them achieve. See our top member experiences for this blueprint and what our clients have to say.
10.0/10
Overall Impact
14
Average Days Saved
Client
Experience
Impact
$ Saved
Days Saved
Testimonial
Town Of Marana
Guided Implementation
10/10
N/A
14
Teodora is always a pleasure to work with. She was able to provide us exactly what we were looking for!

About Info-Tech
Info-Tech Research Group is the world’s fastest-growing information technology research and advisory company, proudly serving over 30,000 IT professionals.
We produce unbiased and highly relevant research to help CIOs and IT leaders make strategic, timely, and well-informed decisions. We partner closely with IT teams to provide everything they need, from actionable tools to analyst guidance, ensuring they deliver measurable results for their organizations.
MEMBER RATING
10.0/10
Overall Impact
14
Average Days Saved
After each Info-Tech experience, we ask our members to quantify the real-time savings, monetary impact, and project improvements our research helped them achieve.
What Is a Blueprint?
A blueprint is designed to be a roadmap, containing a methodology and the tools and templates you need to solve your IT problems.
Each blueprint can be accompanied by a Guided Implementation that provides you access to our world-class analysts to help you get through the project.
Need Extra Help?
Speak With An Analyst
Get the help you need in this 3-phase advisory process. You'll receive 7 touchpoints with our researchers, all included in your membership.
Guided Implementation 1: Prioritize Projects
- Call 1: Collect project requests
A transparent method for collecting and documenting project requests, and processes for tracking them effectively.
- Call 2: Identify high priority projects
An up-to-date list of project proposals, a prioritized list of projects, and a template for communicating your priorities with senior management.
- Call 3: Adjust project ranking
An up-to-date list of project proposals, a prioritized list of projects, and a template for communicating your priorities with senior management.
Guided Implementation 2: Manage Projects
- Call 1: Plan a project
An up-to-date list of project proposals, a prioritized list of projects, and a template for communicating your priorities with senior management.
- Call 2: Manage a project
A working project plan, and a communication strategy to communicate with stakeholders efficiently.
- Call 3: Close a project
A plan to close the project systematically, which will ensure the administrative tasks are completed efficiently and important lessons learned compiled for future projects.
Guided Implementation 3: Monitor Projects
- Call 1: Monitor the portfolio
A comprehensive guide to monitoring the project portfolio from start to finish, and the associated processes.
Authors
Katie Forth
Michel Hebert
Search Code: 78030
Last Revised: July 8, 2015