Portfolio Management - Tools
Topics
Types of Content
Portfolio Manager 2017Use this workbook as a model for your homegrown PPM solution. This workbook improves upon Info-Tech's popular Project Portfolio Workbook by using Excel's business... |
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Portfolio Management Improvement Roadmap ToolUse this template to record the prioritized high-level roadmap for better defining portfolio criteria and for optimizing portfolio processes so that such criteria can be... |
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COBIT APO05 (Manage Portfolio) Alignment WorkbookUse this tool to assess to what degree you have the information and processes in place that are needed to maintain an organized portfolio. This tool uses the COBIT 5... |
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Project Portfolio OrganizerUse this tool to analyze the current mix of projects and programs in your existing portfolio. This information is critical for understanding what information and processes... |
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PPM Suite Training Management ToolThis tool can help you keep track of training progress leading up to, during, and after the deployment of your new PPM suite. This tool allows you to identify where to... |
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PPM Deployment Dashboard and Report Requirements WorkbookThis workbook allows you to record the functional requirements for your PPM dashboard and reporting. |
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PPM Deployment Data WorkbookUse this workbook to organize and record project-related data and resource-related data needed to populate the new PPM suite. Only use this template if you do not already... |
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Stakeholder Engagement WorkbookUse this Stakeholder Engagement Workbook to create a prioritized list of people who are affected or can affect your project, and to determine how best to communicate with... |
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Project Backlog Management ToolUse our Project Backlog Management Tool to monitor the project backlog and provide executive visibility into the current status of backlog items. |
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Project Backlog ROI CalculatorUse our Project Backlog ROI Calculator to determine the costs incurred by your project backlog and determine the value of this investment. |
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