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,...

Portfolio Manager 2.0

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

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 Playbook

Assess the performance and strategic alignment of your IT resources, talent, activities and assets across multiple product and service lines. Identify opportunities to...

Strategic Portfolio Management Needs Assessment

Use this Excel workbook to determine if your organization can benefit from the features and functionality of a strategic portfolio management tool.

PPM Decision Support Review Workbook – Annual Report Version

The output of this tool can be used to establish the PPM dashboard and reporting strategies and priorities for your organization.

Business Case Classification Matrix

Classify your projects to help determine the appropriate queue for business case development.

Project Intake Classification Matrix

Use the Project Intake Classification Matrix as you triage requests to help you determine the amount of project intake process rigor that will be required.

Day-to-Day Project Supply/Demand Calculator

This tool will help you assess IT's overall resource capacity to execute both major project work and day-to-day project work relative to the organization's overall...

Day-to-Day Project Intake and Prioritization Tool

Use the Day-to-Day Project Intake and Prioritization Tool as a template to help you track and prioritize new requests and assist in resource planning around those requests.
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