Project & Portfolio Management

Refine Your Estimation Practices With Top-Down Allocations – Phase 2: Develop and Refine a Reliable Estimate With Top-Down Allocations

This phase of the blueprint, Refine Your Estimation Practices With Top-Down Allocations, will help you use your project history to develop and validate expectations for...

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...

Refine Your Estimation Practices With Top-Down Allocations – Phase 3: Implement a New Estimation Process

This phase of the blueprint, Refine Your Estimation Practices With Top-Down Allocations, will help you integrate organizational learning and memory into your estimation...

Project Lessons Learned Template

Use this template to track successes and setbacks across each project lifecycle. Refine and synthesize this data to create valuable lessons learned for future projects.

Get Back To the Future With Resource Allocations

In finance services, it can be a gut instinct to manage and track human resource time in the same manner that we manage money – track every single thing that happens. The...

Optimize IT Project Intake, Approval, and Prioritization

While many IT managers lack the capacity to realistically say “yes” to more project work, many also lack the authority to decline or defer new requests. It’s a catch-22...
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Optimize Project Intake, Approval, and Prioritization – Phase 1: Set Realistic Goals for Optimizing Process

This phase of the blueprint, Optimize Project Intake, Approval, and Prioritization, will help you pilot a scorecard for objectively determining project value, and then...

Project Intake and Prioritization Tool

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

Optimize IT Project Intake, Approval, and Prioritization – Executive Brief

Read this Executive Brief to understand how Info-Tech’s intake, approval, and prioritization methodology systemically enables you to approve and undertake only the right...

Optimize IT Project Intake, Approval, and Prioritization – Phases 1-3

This storyboard will help you create a resource capacity-constrained, high-value project portfolio that achieves a balanced alignment between stakeholder needs and...
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