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 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...

Project Intake and Prioritization Tool

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

Project Intake, Approval, and Prioritization SOP

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

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 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 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.

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...
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