Optimize IT Project Intake, Approval, and Prioritization

Decide which IT projects to approve and when to start them.

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Poor project intake, approval, and prioritization process leads to:

  • Low rates of successful project delivery that fails to achieve desired project outcomes, with budget overruns and blown delivery deadlines.
  • Ad hoc intake and prioritization scheme alienates stakeholders and misses opportunities, while IT staff struggles with never-ending, demoralizing pile of project work.
  • A futile project portfolio weighed down by projects with low business value.

Good project intake, approval, and prioritization process leads to:

  • Improved rates of successful project delivery – in scope, on budget, on time, with the right quality.
  • Only the projects for which IT has capacity to deliver are approved, and IT can meet that expectation.
  • Projects yielding the best value and benefits for the business and IT comprise the project portfolio, maximizing IT’s contribution to the business.

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Onsite Workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn’t enough, we offer low-cost onsite delivery of our Project Workshops. We take you through every phase of your project and ensure that you have a road map in place to complete your project successfully.

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Member Rating

9.5/10
Overall Impact

$43,014
Average $ Saved

29
Average Days Saved

After each Info-Tech experience, we ask our members to quantify the real-time savings, monetary impact, and project improvements our research helped them achieve.

Read what our members are saying

Module 1: Assess the PPM Capability

The Purpose

  • Set the course of action for optimizing project intake, approval, and prioritization by examining the current state of the process, the team, the stakeholders, and the organization as a whole.

Key Benefits Achieved

  • The overarching goal of optimizing project intake, approval, and prioritization process is to maximize the throughput of the best projects. To achieve this goal, one must have a clear way to determine what are “the best” projects.

Activities: Outputs:
1.1 Complete the PPM current-state scorecard.
  • PPM current-state scorecard
1.2 Evaluate your intake process current state.
  • Project intake current state and maturity level
1.3 Determine your project intake maturity and discuss target state.
  • Project intake maturity level
1.4 Conduct SWOT analysis.
  • SWOT analysis
1.5 Design project value scorecard.
  • Project value scorecard

Module 2: Develop Project Intake, Approval, and Prioritization Processes (Part 1)

The Purpose

  • Drill down into, and optimize, each of the project intake, approval, and prioritization process.

Key Benefits Achieved

  • Info-Tech’s methodology systemically fits the project portfolio into its triple constraint of stakeholder needs, strategic objectives, and resource capacity, to effectively address the challenges of establishing organizational discipline for project intake.

Activities: Outputs:
2.1 Define “project.”
  • Project definition
2.2 Define project levels.
  • Project levels matrix
2.3 Define project request process and create tool and template.
  • Request process and associated templates and tools
2.4 Define project approval process and create tool and template.
  • Approval process and associated templates and tools

Module 3: Develop Project Intake, Approval, and Prioritization Processes (Part 2)

The Purpose

  • Drill down into, and optimize, each of the project intake, approval, and prioritization process.

Key Benefits Achieved

  • Info-Tech’s methodology systemically fits the project portfolio into its triple constraint of stakeholder needs, strategic objectives, and resource capacity, to effectively address the challenges of establishing organizational discipline for project intake.

Activities: Outputs:
3.1 Estimate resource capacity.
3.2 Define project capacity and project t-shirt sizes.
3.3 Test the Info-Tech Intake and Prioritization Tool.
3.4 Optimize overall intake, approval and prioritization workflow.
  • Target-state intake, approval, and prioritization process and workflow

Module 4: Implement & Maintain the Process

The Purpose

  • Analyze the stakeholder impact and responses to impending organizational change.
  • Create message canvases for at-risk change impacts and stakeholders.
  • Set the course of action for communicating changes to your stakeholders.

Key Benefits Achieved

  • A thorough organizational change impact analysis, based on Info-Tech’s expertise in organizational change management

Activities: Outputs:
4.1 Review target-state intake, approval, and prioritization process and workflow.
4.2 Complete stakeholder impact analysis.
  • Stakeholder impact analysis
4.3 Develop communication approaches.
  • Communication plan
4.4 Define implementation action items.
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