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".

Resource Management Process Flow Template

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

Digital Portfolio Management Program Executive Presentation

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

Project Gating Reference Document

Use this template to communicate your right-sized gating process to all stakeholders.

Project Gating Strategic Template

Use this template to document your right-sized project gating process.

Day-to-Day Project Process Document

This template will help you communicate the need for more portfolio management rigor around day-to-day projects and document a process wireframe.

Project Portfolio Management Foundations Stakeholder Communication Deck

Use this template to construct a debrief for stakeholders around foundational changes to your PPM processes.

Project Portfolio Book of Record

Use this tool to compile a list of all existing projects. Determine the necessary criteria to track and use the book of record to help leadership make decisions around...

PPM Wireframe

Use this tool to help you action next steps determined to improve the current state of you PPM process.
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