Project & Portfolio Management

Time Audit Workbook

Use this tool to document the results of your current state assessment and time audit survey.

Time-Tracking Survey Email Template

Use this template to send regular time-audit survey updates.

Move/Add/Change Request Form

Trying to manage unscheduled moves, adds, and changes (MACs) to desktop systems and user accounts can be one of IT's biggest headaches. Use a move/add/change request form...

PPM Strategic Plan Template

This template will help you compose a comprehensive PPM strategy. It includes an executive brief to establish the need for PPM, a plan for process improvement, and an...

PPM Strategy-Process Goals Translation Matrix Template

This tool will help you engage the executive layer or the project steering committee, who ultimately own the project portfolio, to set the goals, metrics, and targets.

Project Portfolio Analyst / PMO Analyst

Use this template to help hire a project portfolio analyst for your organization.

PPM Strategy Development Tool

This tool will help you assess your current and target PPM capability levels, explore tool options, and analyze costs and benefits.

Portfolio Manager 2017 Cost-in-Use Estimation Tool

Use this tool to conduct a cost-benefit analysis of using Portfolio Manager 2017 as your homegrown PPM solution.

Portfolio Manager Debut Presentation for Data Suppliers

Use this presentation template to communicate information about your new homegrown PPM solution and gain buy-in from PPM project resources.

Portfolio Manager Debut Presentation for Portfolio Owners

Use this presentation template to communicate information about your new homegrown PPM solution and gain buy-in from PPM decision makers.
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