PPM Project and Portfolio Management Toolkit

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Save time, empower your teams and effectively upgrade your processes with access to this practical PPM Project and Portfolio Management Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any PPM Project and Portfolio Management related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated PPM Project and Portfolio Management specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the PPM Project and Portfolio Management Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...


STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 996 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which PPM Project and Portfolio Management improvements can be made.

Examples; 10 of the 996 standard requirements:

  1. What are the key considerations and decisions that must be made to ensure your project management office is appropriate for your organization?

  2. How do you oversee management of project portfolios, project programs, and projects from the executive office level?

  3. Did/do you have a plan for implementing acquisition reform and innovative commercial contracting practices?

  4. What is the most appropriate level of autonomy for a purchaser to guarantee efficiency, quality and equity?

  5. How will enterprises assure that IT governance decisions are aligned with enterprise strategic imperatives?

  6. How does your organization communicate customer needs, preferences, requirements with upstream suppliers?

  7. How much knowledge and experience does the team have with the software development process you are using?

  8. Are all project or program benefits documented in a benefits register and benefits realization roadmap?

  9. Is effective change control being utilized to close gaps between expected benefits and actual benefits?

  10. What information does your organization need to monitor to achieve better program and project outcomes?


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the PPM Project and Portfolio Management book in PDF containing 996 requirements, which criteria correspond to the criteria in...

Your PPM Project and Portfolio Management self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the PPM Project and Portfolio Management Self-Assessment and Scorecard you will develop a clear picture of which PPM Project and Portfolio Management areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough PPM Project and Portfolio Management Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

 

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage PPM Project and Portfolio Management projects with the 62 implementation resources:

  • 62 step-by-step PPM Project and Portfolio Management Project Management Form Templates covering over 1500 PPM Project and Portfolio Management project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Activity Attributes: Have constraints been applied to the start and finish milestones for the phases?

  2. Probability and Impact Matrix: What will be the likely political situation during the life of the PPM Project and Portfolio Management project?

  3. Risk Audit: What does internal control mean in the context of the audit process?

  4. Cost Management Plan: Milestones – what are the key dates in executing the contract plan?

  5. Schedule Management Plan: How relevant is this attribute to this PPM Project and Portfolio Management project or audit?

  6. Human Resource Management Plan: Are PPM Project and Portfolio Management project leaders committed to this PPM Project and Portfolio Management project full time?

  7. Change Request: Should staff call into the helpdesk or go to the website?

  8. Executing Process Group: Is the PPM Project and Portfolio Management project making progress in helping to achieve the set results?

  9. Activity Cost Estimates: Does the activity rely on a common set of tools to carry it out?

  10. Procurement Audit: Are approval limits definitive as to amount and classification of expenditure?

 
Step-by-step and complete PPM Project and Portfolio Management Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 PPM Project and Portfolio Management project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 PPM Project and Portfolio Management project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 PPM Project and Portfolio Management project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 PPM Project and Portfolio Management project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan


3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:

  • 4.1 PPM Project and Portfolio Management project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance


5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 PPM Project and Portfolio Management project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any PPM Project and Portfolio Management project with this in-depth PPM Project and Portfolio Management Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose PPM Project and Portfolio Management projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in PPM Project and Portfolio Management and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make PPM Project and Portfolio Management investments work better.

This PPM Project and Portfolio Management All-Inclusive Toolkit enables You to be that person.

 

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.