Maintain an Organized Portfolio – Phases 1-3

This storyboard will help you maintain an organized portfolio of projects and programs by defining clear organizing criteria grounded upon actual goals and constraints set...

Maintain an Organized Portfolio – Phase 1: Assess the Current State of the Portfolio and PPM Processes

This phase of the blueprint, Maintain an Organized Portfolio, helps you analyze the current mix of projects and programs in your portfolio. It also helps determine to what...

Project Portfolio Organizer

Use 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...

COBIT APO05 (Manage Portfolio) Alignment Workbook

Use 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...

Maintain an Organized Portfolio – Phase 2: Enhance Portfolio Organization Through Improved PPM Criteria and Processes

This phase of the blueprint, Maintain an Organized Portfolio, will help you define clear portfolio criteria and help ensure processes are in place to use these criteria to...

Portfolio Management Standard Operating Procedures

Use this template to record the portfolio criteria and processes that will be used to ensure that the portfolio is organized according to strategic goals and within actual...

Maintain an Organized Portfolio – Phase 3: Implement Improved Portfolio Management Practices

This phase of the blueprint, Maintain an Organized Portfolio, will help you make the changes needed to ensure that clear portfolio criteria are defined and that they are...

Portfolio Management Improvement Roadmap Tool

Use 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...

Prepare to Successfully Deploy PPM Software

This project blueprint will help you prepare to successfully deploy a new PPM suite at your organization that can be sustainably adopted in the long term. It sets you up...
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Prepare to Successfully Deploy PPM Software – Executive Brief

Read this Executive Brief to understand why preparing for PPM deployment will ensure that you get the most value out of the professional services you have purchased for the...
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