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Project & Portfolio Management

Resource Management Communications Template

Use this template to present your resource management practice to stakeholders.

Move/Add/Change Request Form

Trying to manage unscheduled moves, adds, and changes (MACs) to desktop systems and user accounts can be one of IT's biggest headaches. Use a move/add/change request form...

PPM Strategic Plan Template

This template will help you compose a comprehensive PPM strategy. It includes an executive brief to establish the need for PPM, a plan for process improvement, and an...

PPM Strategy-Process Goals Translation Matrix Template

This tool will help you engage the executive layer or the project steering committee, who ultimately own the project portfolio, to set the goals, metrics, and targets.

Project Portfolio Analyst / PMO Analyst

Use this template to help hire a project portfolio analyst for your organization.

PPM Strategy Development Tool

This tool will help you assess your current and target PPM capability levels, explore tool options, and analyze costs and benefits.

Grow Your Own PPM Solution

Info-Tech has developed a powerful spreadsheet-based project portfolio management (PPM) solution with enhanced capabilities around project and resource visibility. This...
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Grow Your Own PPM Solution – Phases 1-3

This storyboard will help you scope, plan, and implement an affordable, adoptable, and effective PPM solution with Info-Tech's Portfolio Manager 2017 workbook.

Grow Your Own PPM Solution – Executive Brief

Read this Executive Brief to understand why 46% of our clients use a homegrown PPM solution, why it may be a right choice for you, and how Info-Tech can help.

Grow Your Own PPM Solution – Phase 1: Right-Size Your PPM Solution

This phase of the blueprint, Grow Your Own PPM Solution, will help you scope an affordable, adoptable, and effective PPM solution with Info-Tech's Portfolio Manager 2017...
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