Maintain an Organized Portfolio – Phase 3: Implement Improved Portfolio Management Practices

This phase of the blueprint, Maintain an Organized Portfolio, will help you make the changes needed to ensure that clear portfolio criteria are defined and that they are...

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...

Prepare to Successfully Deploy PPM Software

This project blueprint will help you prepare to successfully deploy a new PPM suite at your organization that can be sustainably adopted in the long term. It sets you up...
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Prepare to Successfully Deploy PPM Software – Executive Brief

Read this Executive Brief to understand why preparing for PPM deployment will ensure that you get the most value out of the professional services you have purchased for...

Prepare to Successfully Deploy PPM Software – Phases 1-4

This storyboard will help you prepare for the successful deployment of a new PPM suite at your organization. By carefully preparing relevant PPM data and fully defining...

Prepare to Successfully Deploy PPM Software – Phase 1: Create a Preparation Team and Plan

This phase of the blueprint, Prepare to Successfully Deploy PPM Software, will help you engage in purposeful and effective PPM deployment planning by clearly defining...

Prepare to Deploy PPM Suite Project Charter Template

Use this template to create a project charter for the PPM suite preparation team.

PPM Suite Functional Requirements Document Template

Use this template to record project-related and resource management functional requirements for the new PPM suite. This template also records where key PPM data is...

PPM Suite Deployment Timeline Template

Use this template to outline the high-level timeline and major milestones for the preparation, deployment, and post-deployment stages. Establishing a long-term view will...

PPM Suite Deployment Communication Plan Template

Use this template to record your communication plan for the deployment period.
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