Project & Portfolio Management

Project Intake, Approval, and Prioritization SOP

Use this template to set up a standard operating procedure for the project intake, approval, and prioritization process.

Optimize IT Project Intake, Approval, and Prioritization – Phases 1-3

This storyboard will help you create a resource capacity-constrained, high-value project portfolio that achieves a balanced alignment between stakeholder needs and...

Agifall: The Portfolio Strikes Back

Executive decision makers are increasingly frustrated by the lack of timeline commitment coming from Agile projects. The leaders are reclaiming their ability to do their...

Balance Supply and Demand with Realistic Resource Management Practices – Phase 3: Implement Sustainable Resource Management Practices

This phase of the blueprint, Balance Supply and Demand with Realistic Resource Management Practices, will help you set up a pilot to test the new resource management...

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 Portfolio...

Time-Tracking Survey Email Template

Use this template to send regular time-audit survey updates.

Resource Management Playbook

Use this template to record your resource management strategy including the standard operating procedures for the process that implements the strategy.

Balance Supply and Demand with Realistic Resource Management Practices – Phase 2: Design a Realistic Resource Management Process

This phase of the blueprint, Balance Supply and Demand with Realistic Resource Management Practices, will help you articulate a new resource management strategy and build a...

Resource Management Supply-Demand Calculator

This tool will help you assess IT's overall resource capacity to execute project work relative to the organization's overall demand, both project and non-project.

Establish Realistic IT Resource Management Practices – Executive Brief

Read this Executive Brief to understand why traditional methods of resource management are ineffective in the context of today's matrix organization-driven work environment...
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