Project Portfolio Management

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Make Project Portfolio Management a Priority

Info-Tech鈥檚 research shows that successful projects are a top driver of business satisfaction with IT. However, our research also shows that most organizations struggle to consistently deliver successful projects.

Info-Tech has developed a commonsense framework built around supply-demand alignment, strong sponsorship accountability, and a responsible approach to implementing change. This framework helps deliver consistent project outcomes without introducing a lot of unnecessary process overhead.

Project and Portfolio Management Thought Model. Drive project throughput & deliver outcomes

Pick the right tool for the job

Take a holistic approach to addressing project failure points by focusing on the right capability to fix the right challenges you鈥檙e facing.

Project Portfolio Management

We have too many projects on the go (most of them of suspect value), and not enough people to do all the work.

Project Management

We struggle to consistently deliver on our project commitments in a way that drives customer satisfaction.

Organizational Change Management

We build things, but all too often the people don鈥檛 come! As a result, we fall short on delivering timely and anticipated value to the organization.

Project Management Office

As a PMO, we are inundated with new demand, and we struggle to focus on strategic project delivery.

Project Portfolio Management

Project portfolio management (PPM) drives projects delivery by allowing IT to focus on the right things at the right time with the right people.

Determine Your Current State

Explore the maturity of your current practices to help determine your future direction for PPM.

PPM Current State Scorecard Diagnostic

Use this diagnostic to get a snapshot of your current PPM strengths and weaknesses.

PPM Assessment Diagnostic

Use this diagnostic to conduct a thorough assessment among stakeholders in your PPM environment.

Project Portfolio Management Maturity Assessment Workbook

Use this Excel-based assessment to help identify your PPM current and target state.

COBIT APO05 Alignment Workbook

Analyze your current- and target-state alignment with the COBIT 5 framework for portfolio management.

Define Your PPM Approach

Develop viable goals and principles to help guide your PPM activities, and wireframe processes tailored to your organization鈥檚 culture and PPM maturity.

Get Started With IT Project Portfolio Management

This primer blueprint helps ensure organizations have strong PPM foundations in place.

Formalize Project Portfolio Management for Small Enterprise

Use this blueprint targeted to small enterprises to develop a crawl-walk-run approach to building PPM discipline.

Develop a Project Portfolio Management Strategy

Leverage this blueprint to create a strategy and process wireframe across our five core PPM capabilities.

PPM Strategy Development Tool

Assess the costs and the benefit assumptions associated with your PPM strategy.

PPM Strategic Plan Template

Use this template to make the case for PPM and communicate your processes.

Improve Project Demand Management

Without a strategic approach to selecting the right projects within a set of constraints (e.g. financial resources, human resources, strategic and operational goals), you cannot have an organized portfolio 鈥� rather, just a slapdash collection of projects that stakeholders want and desire.

Optimize Project Intake, Approval, and Prioritization

Use this blueprint to build a centralized workflow and governance for project portfolio intake.

Tame the Project Backlog

Use this blueprint to help you maintain a manageable project backlog.

Bring Visibility to Your Day-to-Day Projects

Use this blueprint to help balance the operational necessity of smaller, emergent projects against major projects.

Rebalance Project Intake for Small Enterprise

Use this blueprint targeted to small enterprises to develop a simple yet disciplined approach to project intake.

Refine Your Estimation Practices With Top-Down Allocations

Unlock lessons learned and build a project history to make more educated and timely estimates in project intake.

Project Intake Classification Matrix

Use this Excel tool to determine the right amount of management and governance rigor for project requests.

Project Scorecard Development Tool

Use this Excel tool to help you develop a prototype for a scorecard to determine project value.

Project Intake Workflow Template

Customize this Visio template to visually document your project intake, approval, and prioritization processes.

Project Intake and Prioritization Tool

Develop a custom scorecard and get a capacity-constrained view on your project priorities.

Day-to-Day Project Intake and Prioritization Tool

An alternative to the above, this tool offers a more granular view of resourcing.

Project Backlog Rationalization Service

Work with one of our PPM experts to optimize your project backlog.

Advance PPM Resource Management

IT鈥檚 capacity for new project work is largely overestimated, with much of IT鈥檚 time lost to tasks that go unregulated and untracked before project work is ever approved. Because utilization is poorly understood by the business, too much work is approved. Shine a light into IT鈥檚 resource supply through sustainable processes and reasonable data requirements.

PPM High-Level Supply-Demand Calculator

Assess IT's overall resource capacity for project work relative to the organization's overall project demand.

Establish Realistic IT Resource Management Practices

Use this blueprint to develop sustainable resource and capacity management practices for your project portfolio.

Time Tracker Workbook

Use this Excel and Power BIbased toolset to help track time across multiple staff or to deploy a time audit.

Resource Management Process Flow Template

Customize this Visio template to document your resource management processes in a swim-lane flowchart format.

Resource Management Playbook

Use this template to capture your resource management strategy, data collection process, and roles.

Resource Management Analyst Job Description

Communicate your staffing needs to support your resource management processes.

Resource Management Impact Analysis Tool

Use this Excel-based assessment to analyze change impacts of your resource management processes.

Project Portfolio Throughput Assessment

Work with one of our PPM experts to assess your resource capacity relative to the funnel of project demand.

Improve PPM Tooling and Reporting

Effective PPM informs good decision-making. Those approving projects need to be kept current on the status of projects that have already been approved as well as the organization鈥檚 capacity to approve more projects (before they approve too many). This requires a responsive and strategic approach to reporting and PPM tooling.

Deliver Engaging Portfolio Reports With Power BI

Make it your priority to have well-informed leadership with easy-to-consume reporting.

Grow Your Own PPM Solution

Use this blueprint to learn Info-Tech鈥檚 approach to homegrown PPM tools.

Portfolio Manager

Use our core spreadsheet-based project portfolio management offering.

Portfolio Manager Lite

This version of Portfolio Manager is a lighter-weight option for those just getting started.

Portfolio Manager 2.0

This version of Portfolio Manager leverages Power BI for an advanced and interactive reporting layer.

Project Portfolio Organizer

Use this Excel-based tool to analyze the current mix of projects and programs in your existing portfolio.

Determine the Future of Microsoft Project for Your Organization

Use this blueprint to help navigate Microsoft鈥檚 most recent Project offerings and the wider 365 ecosystem.

Prepare to Successfully Deploy PPM Software

Follow the program in this blueprint to plan and execute a successful PPM tool implementation.

Project Closure

Don鈥檛 gauge PPM success by the number of projects you approve. It鈥檚 about what gets finished! Drive project throughput by focusing on governing project closure at the portfolio level.

Begin Your Projects With the End in Mind

This blueprint helps position closure as the keystone event of the entire project.

Project Lessons Learned Template

Use this template to record project successes and setbacks.

My Project Dashboard

Use this customizable diagnostic survey to get feedback from key project stakeholders.

Benefits Realization

Delivering on intended benefits cuts to the heart of why organizations start projects and invest time and money into completing them. Get sponsors to articulate business benefits that are legitimate, achievable, and measurable.

Measure IT Project Value

Use this blueprint to customize a full benefits management process.

Benefits Commitment Form

This Excel workbook contains a project metric library, and it can be used to capture benefit forecasts.

Portfolio Benefits Tracking Tool

Use this Excel workbook to document, analyze, and report on actual benefits realization.

Other Project Portfolio Management Blueprints and Resources

Make Sense of Strategic Portfolio Management

This concise blueprint explores the recent vendor-driven space of strategic portfolio management (SPM).

Maintain an Organized Portfolio

Use this in-depth blueprint to align your PPM practices with COBIT APO05: Manage Portfolio.

Audit the Project Portfolio

This blueprint provides a framework and a set of audit standards for your projects and portfolios.

Introduce Program Management to Your Organization

Leverage this blueprint to identify and initiate your first or next program of projects.

Project Portfolio Review Service

Work with one of our PPM experts to apply our audit standard to your projects and portfolios.

PPM Customer Satisfaction Report

Use this diagnostic to survey project customers and portfolio owners to help identify improvements.

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Project Management

Whether your project teams follow a predictive methodology, an Agile methodology, or anything in between, good project management practices should enable responsive risk management and governance and foster a holistic portfolio view to portfolio managers and owners.

Determine Your Current State

Explore the maturity of your current practices to help determine your future direction for project management.

PM Assessment Diagnostic

Use this diagnostic to conduct a thorough assessment among stakeholders in your project management environment.

Project Management Maturity Assessment Workbook

Use this Excel-based assessment to identify your current and target states for project management.

COBIT BAI01 Alignment Workbook

Use this workbook to analyze your current and target alignment with the COBIT 5 framework for project management.

Establish Project Management Foundations

Ensure stakeholders understand the importance of project management and have a good grasp of key principles.

Get Started With Project Management Excellence

Leverage this primer blueprint to introduce your team to project management fundamentals.

Develop Sustainable Project Management Processes

Project methodologies fail when they are too prescribed, are overhead heavy, or stand in the way of urgent day-to-day needs. Develop process requirements your time-strapped project management staff can repeatedly follow.

Tailor Project Management Processes to Fit Your Projects

Use this blueprint to develop a thorough standard operating procedure for project management.

Drive Business Value With a Right-Sized Gating Process

Leverage this blueprint to help define, document, and communicate your project governance stage gates.

Project Management Lite

Use this blueprint to help develop minimum viable standards for time-strapped project managers.

Right-Size Your Project Risk Investment

Use this blueprint to develop a right-sized and sustainable risk management approach for your projects.

Right-Size Project Management for Infrastructure and Operations

Get infrastructure practitioners on board with a purpose-built approach to project management.

Zero-Allocation Project Management Workbook

This all-in-one Excel workbook provides templates to initiate and manage projects in a lean, effective way.

Keystone Project Management Workbook

This all-in-one project management workbook has a special focus on project outcomes.

Project Management Process Costing Tool

Used this tool to gauge the overhead costs of your project management processes.

Project Management Process Flow Template

Customize this Visio template to document your project management processes in a swim-lane flowchart format.

Project Management SOP Template

Use this Word template to document and communicate your project management processes.

Other Project Management Blueprints and Resources

Project Success Assurance Advisory Service

Need assurance on a large, critical project? Review our service offering and project inspection framework.

91制片厂 a Comprehensive Business Case

Leverage this blueprint to develop a financially sound business case for your large projects.

Demystify the New PMBOK Guide and PMI Certifications

Understand recent developments in the Project Management Institute's (PMI) guides and certification options.

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Organizational Change Management

An organizational change management (OCM) practice can help facilitate the goals of project portfolio management by improving the chances of realizing project outcomes and intended project benefits.

Determine Your Current State

Explore the maturity of your current practices to help determine your future direction for organizational change management.

Organizational Change Management Maturity Assessment Workbook

Use this Excel-based assessment to identify your current and target state for OCM.

Organizational Change Management Capabilities Assessment

Leverage this tool to evaluate your current capabilities, opportunities, and challenges around OCM.

Implement OCM Practices

OCM involves tools, templates, and processes that are intended to help project leaders analyze the impacts of a change, engage stakeholders, and train and transition end users.

Master Organizational Change Management Practices

Use this blueprint to develop OCM processes for your change implementations.

Drive Technology Adoption

Follow best practices and recommendations to gain user acceptance of technology implementations.

Push Organizational Change to the Frontlines

This blueprint provides a program and toolkit for getting frontline managers onboard as change leaders.

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Project Management Office

Project management offices (PMOs) are often born out of necessity or desperation. A traumatic event happens, and leadership decides that it wouldn鈥檛 have happened had there been a 鈥減roject management office.鈥� But simply prescribing the 鈥淧MO鈥� as a remedy for every organizational alignment is not going to be sufficient. There are different types of PMOs, and more importantly there are different types of organizations.

Define Your PMO Needs

There is no such thing as a PMO in a box. A PMO can be different things, depending on the needs of the organization, and it should be planned based upon those needs.

PMO Role Definition Tool

Use this tool to establish your PMO current state and the service gaps you may have.

PMO Mission Identification and Inventory Tool

Use this tool to help elicit PMO requirements and create an inventory of staff and tools.

PMO Job Description 91制片厂er

Assess staffing requirements for the PMO to facilitate PPM outcomes.

Design and Deploy Your PMO

Avoid the PMO becoming the junk drawer of the organization by defining a strong mandate for the PMO and getting organizational buy-in on your PMO services and roadmap.

Set a Strategic Course of Action for the PMO in 100 Days

Use this blueprint to hit the ground running as a new PMO leader.

Prepare an Actionable Roadmap for Your PMO

Use this blueprint to define your PMO services and staffing needs as you develop a near-term and long-term roadmap.

PMO Strategic Plan

Leverage this PowerPoint template to compose and communicate your PMO strategy and roadmap.

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