Project & Portfolio Management

Level 2 Project Management Plan Template

Use this template to create a consolidated project management plan for medium, moderate-risk projects.

Project Management Process Costing Tool

Use this tool to estimate the overhead costs of project management processes, and calculate how much project resources are invested in managing projects.

Project Management Process Training Plan Template

Use this training plan as a starting point for outlining how you will bring your project managers up to speed on new project management processes.

Project Management Training Monitoring Tool

Use this tool to help you keep track of training progress leading up to, during, and after the rollout of your new project management processes.

Project Management Process Implementation Timeline Tool

Use this tool to plan and manage the timeline for the rollout of your new project management processes.

Rebalance Project Intake for Small Enterprise

Successful project intake doesn't require additional time, administrative overhead, or high PPM maturity. Build intake discipline one step at a time by adopting a workflow...

Business Process Improvement Workbook

Use this template to document and collect the data outputs from the Create a Winning BPI Playbook blueprint.

Create a Winning BPI Playbook – Phase 3: Analyze

This phase of the blueprint will assist in analyzing the current-state diagram that was constructed in the previous phase.

Create a Winning BPI Playbook – Phase 4: Design

This phase of the blueprint involves creating a design for process improvements which are drawn directly from the conclusions in Phase 3.

Create a Winning BPI Playbook – Phase 5: Implement

This phase of the blueprint will define the future-state process map and build an implementation plan that includes direction for monitoring the changes made to the...

Level 2 Project Management Plan Template Use this template to create a consolidated project management plan for medium, moderate-risk projects.
Project Management Process Costing Tool Use this tool to estimate the overhead costs of project management processes, and calculate how much project resources are invested in managing projects.
Project Management Process Training Plan Template Use this training plan as a starting point for outlining how you will bring your project managers up to speed on new project management processes.
Project Management Training Monitoring Tool Use this tool to help you keep track of training progress leading up to, during, and after the rollout of your new project management processes.
Project Management Process Implementation Timeline Tool Use this tool to plan and manage the timeline for the rollout of your new project management processes.
Rebalance Project Intake for Small Enterprise Successful project intake doesn't require additional time, administrative overhead, or high PPM maturity. Build intake discipline one step at a time by adopting a workflow...
Business Process Improvement Workbook Use this template to document and collect the data outputs from the Create a Winning BPI Playbook blueprint.
Create a Winning BPI Playbook – Phase 3: Analyze This phase of the blueprint will assist in analyzing the current-state diagram that was constructed in the previous phase.
Create a Winning BPI Playbook – Phase 4: Design This phase of the blueprint involves creating a design for process improvements which are drawn directly from the conclusions in Phase 3.
Create a Winning BPI Playbook – Phase 5: Implement This phase of the blueprint will define the future-state process map and build an implementation plan that includes direction for monitoring the changes made to the...

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