Project & Portfolio Management

PMO Organizational Memory Tool

Use this tool to track, maintain, and analyze historic project data. The lessons learned and project data contained here will improve the estimates and throughput of future...

T-Shirt Sizing Health Check Lite

Use this tool to evaluate your estimation capabilities if you lack access to a comprehensive project history. Estimate the health of past estimates to start new projects...

Project Estimation Playbook

Use this template to track and develop an estimation process that is cohesive and repeatable for all future projects.

Refine Your Estimation Practices With Top-Down Allocations – Phase 2: Develop and Refine a Reliable Estimate With Top-Down Allocations

This phase of the blueprint, Refine Your Estimation Practices With Top-Down Allocations, will help you use your project history to develop and validate expectations for new...

Planning-Level Estimate Calculator

Use this tool to create a reliable, transparent estimate that can be tracked and adjusted over the course of the project lifecycle. Use the Estimation Quote to set...

Refine Your Estimation Practices With Top-Down Allocations – Phase 3: Implement a New Estimation Process

This phase of the blueprint, Refine Your Estimation Practices With Top-Down Allocations, will help you integrate organizational learning and memory into your estimation...

Project Lessons Learned Template

Use this template to track successes and setbacks across each project lifecycle. Refine and synthesize this data to create valuable lessons learned for future projects.

Get Back To the Future With Resource Allocations

In finance services, it can be a gut instinct to manage and track human resource time in the same manner that we manage money – track every single thing that happens. The...

Optimize IT Project Intake, Approval, and Prioritization

While many IT managers lack the capacity to realistically say “yes” to more project work, many also lack the authority to decline or defer new requests. It’s a catch-22...

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...

PMO Organizational Memory Tool Use this tool to track, maintain, and analyze historic project data. The lessons learned and project data contained here will improve the estimates and throughput of future...
T-Shirt Sizing Health Check Lite Use this tool to evaluate your estimation capabilities if you lack access to a comprehensive project history. Estimate the health of past estimates to start new projects...
Project Estimation Playbook Use this template to track and develop an estimation process that is cohesive and repeatable for all future projects.
Refine Your Estimation Practices With Top-Down Allocations – Phase 2: Develop and Refine a Reliable Estimate With Top-Down Allocations This phase of the blueprint, Refine Your Estimation Practices With Top-Down Allocations, will help you use your project history to develop and validate expectations for new...
Planning-Level Estimate Calculator Use this tool to create a reliable, transparent estimate that can be tracked and adjusted over the course of the project lifecycle. Use the Estimation Quote to set...
Refine Your Estimation Practices With Top-Down Allocations – Phase 3: Implement a New Estimation Process This phase of the blueprint, Refine Your Estimation Practices With Top-Down Allocations, will help you integrate organizational learning and memory into your estimation...
Project Lessons Learned Template Use this template to track successes and setbacks across each project lifecycle. Refine and synthesize this data to create valuable lessons learned for future projects.
Get Back To the Future With Resource Allocations In finance services, it can be a gut instinct to manage and track human resource time in the same manner that we manage money – track every single thing that happens. The...
Optimize IT Project Intake, Approval, and Prioritization While many IT managers lack the capacity to realistically say “yes” to more project work, many also lack the authority to decline or defer new requests. It’s a catch-22...
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...

Topics

Types of Content

Schedule Your Call