Tools

Mission Identification and Inventory Tool

Use this tool to help survey PMO sponsors and keep track of your PPM resources and tools.

PMO Director First 100 Days Timeline

Use the MS Project or Excel template to outline the high-level timeline and major milestones for your first 100 days in the PMO.

PMO Requirements Gathering Tool

Use this tool to help you analyze and prioritize stakeholders as you structure your PMO requirements-gathering elicitation process.

Project Portfolio Management Maturity Assessment Workbook

Use this tool to assess gaps in the PMO's current portfolio management processes.

Organizational Change Management Maturity Assessment Workbook

Use this tool to assess gaps in the PMO's current organizational change management processes.

PMO Director First 100 Days Self-Assessment Tool

Use this self-assessment tool to track your performance as new PMO Director at 30, 60, and 90 days.

Software Terms & Conditions Evaluation Tool

Use this tool to assess a proposed contract from a software vendor.

SaaS TCO Calculator

This Total Cost of Ownership (TCO) calculator provides enterprises with a framework for comparing the Software-as-a-Service (SaaS) delivery model with the traditional...

Key Vendor Fiscal Year End Calendar

Build your negotiation timeline based on your vendor’s fiscal year. Check this calendar before contacting your vendor.

SaaS Terms and Conditions Evaluation Tool

Use this tool to assess a proposed contract from a SaaS vendor.
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