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Project & Portfolio Management

Get Started With Project Management Excellence Storyboard

Use this blueprint to kick-start your project management process.

Project Management Project Charter Template

Use this template to establish the existence of the project and agree on the goals, scope, budget, and timeline with the project sponsor.

Project Requirements Workbook

The Project Requirements Workbook will help project managers and/or business analysts determine the requirements for their projects.

Status Report Template

Use this template to structure status reports throughout the execution of the project.

Project Closure Checklist

Use this template to document the closure of a project by authorizing that all project management items have been completed and having the sponsor sign off on the...

Project Change Request Template

Use this template to track and control changes that occur during the project.

Webinar: Improve Project Closure by Beginning Your Projects With the End in Mind

IT needs to implement proactive measures to reduce costs with immediate results. During this session we will go through a tactical and strategic approach to IT expense...

Drive Business Value With a Right-Sized Project Gating Process – Phases 1-4

Start applying a right-sized project gating approach that puts the project sponsor in the driver’s seat, allowing IT to drive business value.

Drive Business Value With a Right-Sized Project Gating Process – Phase 2: Establish Level 1 Project Gating

Use this phase to as part of the Drive Business Value with a Right-Sized Project Gating Process to Introduce best practices for Level 1 Project Gates and customize Level 1...

Drive Business Value With a Right-Sized Project Gating Process

Gating can be a great mechanism for portfolio governance, and to do that, we need to stop limiting our gates to project management processes. Start applying a right-sized...
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