Portfolio Management - Tools
Topics
Types of Content
Portfolio Manager 2.0This is a set of ready-to-implement reporting templates for the smaller PMO. |
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Visualize Your Strategic Roadmap With Power BI Zip FileThis zip file contains Excel and Power BI templates that act as a starting point for visualizing strategic roadmaps. |
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Project Portfolio WorkbookUse this workbook as a model or first iteration for your homegrown PPM solution. Follow the steps in Info-Tech's Grow Your Own PPM Solution blueprint to populate,... |
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Time Tracker WorkbookUse this workbook to track and get reporting on resource utilization across your staff. You can use this workbook to conduct a time audit or to pilot a time-tracking process. |
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Digital Portfolio Management PlaybookAssess the performance and strategic alignment of your IT resources, talent, activities and assets across multiple product and service lines. Identify opportunities to... |
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Strategic Portfolio Management Needs AssessmentUse this Excel workbook to determine if your organization can benefit from the features and functionality of a strategic portfolio management tool. |
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PPM Decision Support Review Workbook – Annual Report VersionThe output of this tool can be used to establish the PPM dashboard and reporting strategies and priorities for your organization. |
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Business Case Classification MatrixClassify your projects to help determine the appropriate queue for business case development. |
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Project Intake Classification MatrixUse the Project Intake Classification Matrix as you triage requests to help you determine the amount of project intake process rigor that will be required. |
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Day-to-Day Project Supply/Demand CalculatorThis tool will help you assess IT's overall resource capacity to execute both major project work and day-to-day project work relative to the organization's overall demand,... |
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