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Decision Making
Evaluating Project and Portfolio Management Solutions and Services
The One-Page Status Report
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Template
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This Excel-based One-Page Status Report template, including a sample, can be used as a guide to summarize project status in a program-level Excel reporting book or Powerpoint presentation deck. Customize these one-page status reports to suit your needs. For the related ProjectsAtWork article, see "Anatomy of a Status Report."
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PMO Marketing Presentation
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Template
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This PowerPoint presentation template offers a step-by-step outline for emerging project management offices (PMO) to use when educating the larger organization about their purpose, scope and key functions. Based on a PMO marketing presentation used within a Fortune 500 company's IT organization, the template can be tailored, customized and reused according to your PMO's specific structure, mandate and needs.
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PM Training Vendor Evaluation Tool
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Template
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The Project Management Training Vendor Evaluation tool has been developed to support organizations in evaluating and selecting training solutions that are appropriate for their organization. The tool provides a comprehensive a set of dimensions that represent the criteria that organizations should take into consideration when selecting a project management training provider, or a specific training program offering.
The tool is particularly useful when using a competitive process to select a candidate organization or training program. The tool has been structured to support identifying your requirements in preparing an RFP or other form of bid package, and defining the evaluation criteria you will use to assess the received proposals. It can be used by a single person or by an evaluation team, depending upon your specific needs.
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PPM Software Evaluation Tool
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Template
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The Project Portfolio Management (PPM) Software Evaluation tool has been developed to support individuals in evaluating and selecting a portfolio management tool that is appropriate for their organizations.
The tool provides a comprehensive set of dimensions that represent the attributes that organizations should take into consideration when selecting a PPM software package. As you proceed through the evaluation, each section includes a link to a more detailed guide to help you make the most of the tool.
The PPM Software Evaluation tool has been designed to be flexible and responsive to the needs of your organization. It can be expanded to include additional dimensions that are also relevant to your organization, and enables you to define the specific criteria you are looking for.
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