Right-Sized Business Case Template

Use this streamlined template to help build a business case for any size of initiative.

Project Sponsor Role Description Template

Use this template in concert with the blueprint, Deliver Project Value With a Benefits Legitimacy Initiative, to help communicate sponsor responsibilities for project...

Deliver Project Value With a Benefits Legitimacy Initiative – Phase 1: Establish Benefits Legitimacy During Portfolio Intake

This phase of the blueprint, Deliver Project Value With a Benefits Legitimacy Initiative, will help you establish effective benefits articulation and estimating practices...

Measure IT Project Value – Executive Brief

Read this Executive Brief to understand why organizations often stumble when it comes to benefits management, and to discover how Info-Tech's approach will help you avoid...

Benefits Commitment Form Template

Use the Benefits Commitment Form Template to document your project sponsor's approval and a high-level commitment to major benefits.

Project Methodology Assessment Tool

Use this tool during portfolio intake to determine right project management methodology for planning and execution.

First Impressions of Meisterplan: Portfolio and Resources but No Tasks

Our project portfolio management research practice helps a lot of clients who haven’t succeeded with full-blown PPM suites like Project Server and Clarity. Meisterplan is...

Run-Grow…Appease: Whither the Ideal Portfolio Mix?

There is no archetypal portfolio mix that all project portfolios should strive toward.

Mixed Methodology Portfolio Strategy Template

This template will help you compose a comprehensive Mixed Methodology Portfolio Strategy. It is composed of an executive brief to establish the need for PPM, plan for...

Unify a Mixed Methodology Portfolio – Phase 2

This phase of the blueprint, Unify a Mixed Methodology Portfolio, will help you develop sustainable portfolio processes for all project methodology types at your organization.
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