Tagged - project approval

Resource Management Process Flow Template

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

Template and Sample AI Business Case Executive Presentation

Use this combined template and sample to pull all the components of your AI business case together into a comprehensive and compelling presentation.

Outgrow Your Own PPM Solution

Develop an exit strategy from your home-grown solution to a commercial PPM toolset. In this video, we show a rapid transition from the Excel dataset shown on this page to...

Develop a Project Portfolio Management Strategy – Phase 1: Get Executive Buy-In for Your PPM Strategy

This phase of the blueprint, Develop a PPM Strategy, will help you get the leadership to buy in to the right strategy for your organization, and set goals for your PPM...

Develop a Project Portfolio Management Strategy – Phase 2: Align PPM Processes to Your Strategic Goals

This phase of the blueprint, Develop a PPM Strategy, will help you align the PPM processes that make up the infrastructure around projects with your PPM strategy.

Develop a Project Portfolio Management Strategy – Phase 3: Complete Your PPM Strategic Plan

This phase of the blueprint, Develop a PPM Strategy, will help you compose a PPM strategic plan with inputs from the previous phases by adding a cost-benefit analysis and...

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.

Project Intake and Prioritization Tool

Use the Project Intake and Prioritization Tool as a template to help you track and prioritize project requests.

Portfolio Manager Lite 2017

Use this workbook as a model for your homegrown resource management solution, which can also serve as a PPM solution. This is a lightweight version of Info-Tech's...

Establish Realistic IT Resource Management Practices

To properly allocate project work and establish more stable project timelines, PMOs and portfolio managers need to develop a reasonable and manageable approximation of...
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