Portfolio Manager 2.0

This is a set of ready-to-implement reporting templates for the smaller PMO.

Portfolio Manager Change Plan Template

This template accelerates your deployment by recording decisions and design points in a central "Change Plan".

Deliver Engaging Portfolio Reports With Power BI – Comprehensive Business Case

This financial forecast template allows you to document the costs and benefits of your project as an ROI forecast.

Beyond the Hype: Take a Practical, Tactical Approach to Evolving PPM

As a PMO/PPM leader, are you prepared for emerging technology-enabled change? Only advanced portfolio management use cases will help improve project throughput and...

Resource Management Process Flow Template

Use this template to document your resource management process in a swim-lane flowchart format.

Time Tracker Workbook

Use 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.

Maximize the Value of IT Across Enterprise Portfolios – Phases 1-4

Many organizations are skilled at optimizing within portfolios, not across them. Use this research to optimize digital portfolios at the enterprise level, across multiple...

Digital Portfolio Management Playbook

Assess the performance and strategic alignment of your IT resources, talent, activities and assets across multiple product and service lines. Identify opportunities to...

Digital Portfolio Management Program Executive Presentation

Communicate the results of your enterprise porfolio management program using this template executive communication deck.

Maximize the Value of IT Across Enterprise Portfolios

Many organizations are skilled at optimizing within portfolios, not across them. Use this research to optimize at the enterprise level.
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