Project & Portfolio Management

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, Approval, and Prioritization SOP

Use this template to set up a standard operating procedure for the project intake, approval, and prioritization process.

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...

Intake Process Pilot Plan Template

Use Info-Tech’s Intake Process Pilot Plan Template to help define the scope of your pilot and set appropriate goals for the test-run of your new processes.

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.

Optimize Project Intake, Approval, and Prioritization – Phase 2: Build New Optimized Processes

This phase of the blueprint, Optimize Project Intake, Approval, and Prioritization, will help you take a deeper dive to ensure that the portfolio of projects is best...

Project Value Scorecard Development Tool

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

Project Intake Workflow Template

Use this template to document your project intake, approval, and prioritization workflow in a swim-lane flowchart format.

Agifall: The Portfolio Strikes Back

Executive decision makers are increasingly frustrated by the lack of timeline commitment coming from Agile projects. The leaders are reclaiming their ability to do their...

Process Pilot Plan Template

Invest time and energy into a pilot and lower implementation risk, enhance the details and steps within a process, and improve stakeholder relations prior to a full scale...
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