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Project & Portfolio Management

Project Lessons Learned Template

Use this template to track successes and setbacks across each project lifecycle. Refine and synthesize this data to create valuable lessons learned for future projects.

Refine Your Estimation Practices With Top-Down Allocations – Phases 1-3

This storyboard will help you improve the accuracy of your early estimates using top-down allocations and analogous estimation principles.

Project Estimation Playbook

Use this template to track and develop an estimation process that is cohesive and repeatable for all future projects.

T-Shirt Sizing Health Check Lite

Use this tool to evaluate your estimation capabilities if you lack access to a comprehensive project history. Estimate the health of past estimates to start new projects...

PMO Organizational Memory Tool

Use this tool to track, maintain, and analyze historic project data. The lessons learned and project data contained here will improve the estimates and throughput of future...

Refine Your Estimation Practices With Top-Down Allocations – Phase 1: 91Ƭ Organizational Memory to Inform Early Estimations

This phase of the blueprint, Refine Your Estimation Practices With Top-Down Allocations, will help you glean insight and value from your past projects.

Refine Your Estimation Practices With Top-Down Allocations – Executive Brief

Read this Executive Brief to understand why bad estimates are costing your organization money and obscuring the good work your team is doing.

Refine Your Estimation Practices With Top-Down Allocations

As a portfolio manager, you’re expected to size projects for approval and intake before they have sufficient definition. The consequences of initial sizing are felt...
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Get Back To the Future With Resource Allocations

In finance services, it can be a gut instinct to manage and track human resource time in the same manner that we manage money – track every single thing that happens. The...

Optimize IT Project Intake, Approval, and Prioritization

While many IT managers lack the capacity to realistically say “yes” to more project work, many also lack the authority to decline or defer new requests. It’s a catch-22...
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