Project & Portfolio Management - Tools

Project Portfolio Workbook

Use this workbook as a model or first iteration for your homegrown PPM solution. Follow the steps in Info-Tech's Grow Your Own PPM Solution blueprint to populate,...

Portfolio Manager 2.0

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

Requirements Management Maturity Assessment

Use this tool to help assess the maturity of your requirements management function in your organization and identify the gaps between the current state and the target state.

PPM Transformation Workbook

Use this Excel-based workbook to plan your Exponential IT journey and accurately identify your readiness, needs, and goals.

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...

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.

Time Tracker Workbook

Use this workbook to track and get reporting on resource utilization across your staff. You can use this workbook to conduct a time audit or to pilot a time-tracking process.

Digital Portfolio Management Playbook

Assess the performance and strategic alignment of your IT resources, talent, activities and assets across multiple product and service lines. Identify opportunities to...

Strategic Portfolio Management Needs Assessment

Use this Excel workbook to determine if your organization can benefit from the features and functionality of a strategic portfolio management tool.

PPM Decision Support Review Workbook – Annual Report Version

The output of this tool can be used to establish the PPM dashboard and reporting strategies and priorities for your organization.
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