Tools
Topics
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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Project Portfolio OrganizerUse 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... |
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COBIT APO05 (Manage Portfolio) Alignment WorkbookUse 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... |
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Portfolio Management Improvement Roadmap ToolUse 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... |
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Feedback Consolidation ToolThis tool is an organizer to track the responses you receive, and a presentation tool should a meeting be needed, and contains three parts: Email Feedback on Value... |
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Vendor Classification Model ToolUse this tool to classify vendors. |
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Vendor Risk Profile and Assessment ToolUse this tool to assess the risk exposure of your top 20 vendors. |
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EA Service Planning ToolUse this template to identify the EA services relevant to your organization and the define how those services will be accessed. |
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ECM Governance Maturity AssessmentUse this tool to evaluate the maturity of your current ECM governance practices and determine your future-state capabilities. |
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ECM Metrics Planning ToolUse this tool to capture the metrics that will be used to measure the performance of your ECM program and actions in response to measurements. |
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