Portfolio Management Improvement Roadmap Tool

Use this template to record the prioritized high-level roadmap for better defining portfolio criteria and for optimizing portfolio processes so that such criteria can be...

COBIT APO05 (Manage Portfolio) Alignment Workbook

Use this tool to assess to what degree you have the information and processes in place that are needed to maintain an organized portfolio. This tool uses the COBIT 5...

Project Portfolio Organizer

Use this tool to analyze the current mix of projects and programs in your existing portfolio. This information is critical for understanding what information and processes...

PPM Suite Training Management Tool

This tool can help you keep track of training progress leading up to, during, and after the deployment of your new PPM suite. This tool allows you to identify where to...

PPM Deployment Dashboard and Report Requirements Workbook

This workbook allows you to record the functional requirements for your PPM dashboard and reporting.

PPM Deployment Data Workbook

Use this workbook to organize and record project-related data and resource-related data needed to populate the new PPM suite. Only use this template if you do not already...

Stakeholder Engagement Workbook

Use this Stakeholder Engagement Workbook to create a prioritized list of people who are affected or can affect your project, and to determine how best to communicate with...

Project Backlog ROI Calculator

Use our Project Backlog ROI Calculator to determine the costs incurred by your project backlog and determine the value of this investment.

Project Backlog Management Tool

Use our Project Backlog Management Tool to monitor the project backlog and provide executive visibility into the current status of backlog items.

PPM Solution Evaluation & RFP Scoring Tool

Use this tool to record, consolidate, compare, and evaluate the evaluation criteria for each PPM solution and vendor.
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