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Tagged - portfolio

Project Acceptance Form

Use this form to obtain sign-off that the project has been completed, deliverables have been received, and the results are accepted.

Light Project Management Process Guide

This document is intended to aid project managers and staff through the process of light, yet structured project management associated with a single project.

Project Sponsor Meeting Agenda Template

After each project team meeting, use this template to set the agenda for the project manager's meeting with the project sponsor.

Project Re-Prioritization Master Tool

Due to an identified event, the prioritization list you have determined to date no longer reflects current realities. Use this tool to help you re-adjust, and consequently,...

Project Prioritization Resource Alignment Master

This tool has been designed to help you determine where resource gaps lie for your prioritized projects. Identifying required staff and budget constraints will help you see...

Portfolio Monitoring Process Guide

Portfolio monitoring is concerned with regular visibility into the total set of projects underway across the organization. This document is designed to take managers...

Portfolio Monitoring Dashboard

This tool has been designed to record, display, and analyze a project portfolio containing up to 100 projects. It requires data from each project manager so that management...

Email to Project Managers Template

This email template is designed to inform project managers that a portfolio monitoring exercise is taking place and that their involvement is required in the process.

Vendor Portfolio Manager

The role of the Vendor Portfolio Manager is pivotal in the IT department's interactions with suppliers of services, hardware, and software. The portfolio manager provides...

Project Debrief Report Template

Projects can benefit from formal closure activities to ensure that no remaining work is left unfinished. Project closure is an essential, yet often overlooked step in the...
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