Project Portfolio Workbook

Use this workbook as a model or first iteration for your homegrown PPM solution. Follow the steps in Info-Tech's Grow Your Own PPM Solution blueprint to populate,...

Deliver Engaging Portfolio Reports With Power BI – Comprehensive Business Case

This financial forecast template allows you to document the costs and benefits of your project as an ROI forecast.

Portfolio Manager Change Plan Template

This template accelerates your deployment by recording decisions and design points in a central "Change Plan".

Portfolio Manager 2.0

This is a set of ready-to-implement reporting templates for the smaller PMO.

Deliver Engaging Portfolio Reports With Power BI Storyboard

A step-by-step process for implementing and personalizing a set of PPM reporting templates based on Excel and Power BI.

Deliver Engaging Portfolio Reports With Power BI

The templates, slide decks, and videos are here to help you grow your own PPM solution, run it like a professional, and understand when it’s time to upgrade to a...
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Beyond the Hype: Take a Practical, Tactical Approach to Evolving PPM

As a PMO/PPM leader, are you prepared for emerging technology-enabled change? Only advanced portfolio management use cases will help improve project throughput and...

Resource Management Process Flow Template

Use this template to document your resource management process in a swim-lane flowchart format.

Time Tracker Workbook

Use this workbook to track and get reporting on resource utilization across your staff. You can use this workbook to conduct a time audit or to pilot a time-tracking process.

Digital Portfolio Management Program Executive Presentation

Communicate the results of your enterprise porfolio management program using this template executive communication deck.
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