Project & Portfolio Management - Tools

Project Benefits Documentation Workbook

This tool should be used to document a project's expected benefits before it is initiated, and make adjustments to benefit metrics and targets as changes are made to the...

Portfolio Benefits Tracking Tool

Use this tool to document, analyze, and report on actual benefits realization across multiple projects in your portfolio.

Application Maintenance Maturity Assessment

This tool will provide you with the means to determine your organization's level of readiness to improve your maintenance practices.

PMO Organizational Memory Tool

Use this tool to track, maintain, and analyze historic project data. The lessons learned and project data contained here will improve the estimates and throughput of...

T-Shirt Sizing Health Check Lite

Use this tool to evaluate your estimation capabilities if you lack access to a comprehensive project history. Estimate the health of past estimates to start new projects...

Planning-Level Estimate Calculator

Use this tool to create a reliable, transparent estimate that can be tracked and adjusted over the course of the project lifecycle. Use the Estimation Quote to set...

Project Intake and Prioritization Tool

Use the Project Intake and Prioritization Tool as a template to help you track and prioritize project requests.

Project Value Scorecard Development Tool

Use this tool to help you develop a prototype for a scorecard to determine project value.

Proposed Project Technology Assessment Tool

Use this tool to conduct a high-level analysis of a technology's readiness for adoption based on your organization's needs.

Intake and Prioritization Impact Analysis Tool

Use the Intake and Prioritization Impact Analysis Tool to analyze the effects of project intake process change across the organization, and to assess the likelihood of...
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