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Project & Portfolio Management

Refine Your Estimation Practices With Top-Down Allocations – Phase 2: Develop and Refine a Reliable Estimate With Top-Down Allocations

This phase of the blueprint, Refine Your Estimation Practices With Top-Down Allocations, will help you use your project history to develop and validate expectations for new...

Planning-Level Estimate Calculator

Use this tool to create a reliable, transparent estimate that can be tracked and adjusted over the course of the project lifecycle. Use the Estimation Quote to set...

Refine Your Estimation Practices With Top-Down Allocations – Phase 3: Implement a New Estimation Process

This phase of the blueprint, Refine Your Estimation Practices With Top-Down Allocations, will help you integrate organizational learning and memory into your estimation...

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

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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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 – Phases 1-3

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

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.

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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