Portfolio Management

PPM Solution Vendor Demo Script

Use this template to prepare a script that can be used to guide PPM solution demonstrations and briefings offered by vendors. Having questions prepared will help ease...

Select and Implement a PPM Solution – Phase 3: Plan the PPM Solution Implementation

This phase of the blueprint, Plan Your PPM Solution Implementation, will help you ensure the successful long-term sustainable adoption of the solution and ensure that...

Detailed Project Request Form

Use the Detailed Project Request Form if your intake processes require more friction.

Light Project Request Form

Use the Light Project Request Form if your intake processes require less friction.

Comprehensive Business Case Template

Use the Comprehensive Business Case Template for requests that require more rigorous business case development.

Fast Track Business Case Template

Use this fast track template if you want to quicken the development of business cases or for those requests that demand less business case rigor.

Project Intake, Approval, and Prioritization Communications Template

Use this template to compile and communicate the standard operating procedures that you have developed over the course of this blueprint.

Resource Management Strategy

Use this template to record your resource management strategy decisions.

PMO Coordinator

Use this template to hire a PMO coordinator for your organization.

PPM Solution Vendor Demo Script Use this template to prepare a script that can be used to guide PPM solution demonstrations and briefings offered by vendors. Having questions prepared will help ease...
Select and Implement a PPM Solution – Phase 3: Plan the PPM Solution Implementation This phase of the blueprint, Plan Your PPM Solution Implementation, will help you ensure the successful long-term sustainable adoption of the solution and ensure that...
Detailed Project Request Form Use the Detailed Project Request Form if your intake processes require more friction.
Light Project Request Form Use the Light Project Request Form if your intake processes require less friction.
Comprehensive Business Case Template Use the Comprehensive Business Case Template for requests that require more rigorous business case development.
Fast Track Business Case Template Use this fast track template if you want to quicken the development of business cases or for those requests that demand less business case rigor.
Project Intake, Approval, and Prioritization Communications Template Use this template to compile and communicate the standard operating procedures that you have developed over the course of this blueprint.
Resource Management Strategy Use this template to record your resource management strategy decisions.
PMO Coordinator Use this template to hire a PMO coordinator for your organization.

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