Project & Portfolio Management

Maintain an Organized Portfolio – Phase 3: Implement Improved Portfolio Management Practices

This phase of the blueprint, Maintain an Organized Portfolio, will help you make the changes needed to ensure that clear portfolio criteria are defined and that they are...

Portfolio Management Improvement Roadmap Tool

Use this template to record the prioritized high-level roadmap for better defining portfolio criteria and for optimizing portfolio processes so that such criteria can be...

Level 2 Project Charter Template

Use this template to create a project charter for medium-sized, moderate-risk projects.

Tailor IT Project Management Processes to Fit Your Projects – Executive Brief

Read this Executive Brief to understand why prescribed best practices in project management aren't always the best fit and discover how you can tailor them to improve...

Tailor Project Management Processes to Fit Your Projects – Phase 1: Lay the Groundwork for PM Success

This phase of the blueprint, Tailor Project Management Processes to Fit Your Projects, will help you set the right level of project governance and classify your projects...

Project Management SOP Template

The Project Management SOP Template is used to document your project management processes as you customize them to fit your organization's needs.

Tailor Project Management Processes to Fit Your Projects – Phase 2: Build a Lightweight PM Process for Small Initiatives

This phase of the blueprint, Tailor Project Management Processes to Fit Your Projects, will help you optimize project management processes for small projects and maximize...

Project Stakeholder and Impact Assessment Tool

Use this tool to identify project stakeholders and the impact that the project will have on them, as well as the reaction you expect to receive from the stakeholders.

Level 1 Project Charter Template

Use this template to create a concise project charter for small, low-risk projects.

Level 3 Project Charter Template

Use this template to create a detailed project charter for large, high-risk projects.
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