Project & Portfolio Management

Resource Management Playbook

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

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...

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...

Process Pilot Plan Template

Invest time and energy into a pilot and lower implementation risk, enhance the details and steps within a process, and improve stakeholder relations prior to a full scale...

Resource Management Communications Template

Use this template to present your resource management practice to stakeholders.

Move/Add/Change Request Form

Trying to manage unscheduled moves, adds, and changes (MACs) to desktop systems and user accounts can be one of IT's biggest headaches. Use a move/add/change request form...

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.

Project Portfolio Analyst / PMO Analyst

Use this template to help hire a project portfolio analyst for your organization.

PPM Strategy Development Tool

This tool will help you assess your current and target PPM capability levels, explore tool options, and analyze costs and benefits.

Resource Management Playbook Use this template to record your resource management strategy including the standard operating procedures for the process that implements the strategy.
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...
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...
Process Pilot Plan Template Invest time and energy into a pilot and lower implementation risk, enhance the details and steps within a process, and improve stakeholder relations prior to a full scale...
Resource Management Communications Template Use this template to present your resource management practice to stakeholders.
Move/Add/Change Request Form Trying to manage unscheduled moves, adds, and changes (MACs) to desktop systems and user accounts can be one of IT's biggest headaches. Use a move/add/change request form...
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.
Project Portfolio Analyst / PMO Analyst Use this template to help hire a project portfolio analyst for your organization.
PPM Strategy Development Tool This tool will help you assess your current and target PPM capability levels, explore tool options, and analyze costs and benefits.

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