Tagged - project intake

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 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...

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 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...

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...

PPM Strategic Plan Template

This template will help you compose a comprehensive PPM strategy. It includes an executive brief to establish the need for PPM, a plan for process improvement, and an...

PPM Strategy-Process Goals Translation Matrix Template

This tool will help you engage the executive layer or the project steering committee, who ultimately own the project portfolio, to set the goals, metrics, and targets.

Grow Your Own PPM Solution

Info-Tech has developed a powerful spreadsheet-based project portfolio management (PPM) solution with enhanced capabilities around project and resource visibility. This...
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Grow Your Own PPM Solution – Executive Brief

Read this Executive Brief to understand why 46% of our clients use a homegrown PPM solution, why it may be a right choice for you, and how Info-Tech can help.

Portfolio Manager 2017 (with Actuals)

Use this workbook as a model for your homegrown PPM solution. This workbook improves upon Info-Tech's popular Project Portfolio Workbook by using Excel's business...
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