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PPM Project and Portfolio Management Toolkit

PPM Project and Portfolio Management Toolkit

MSRP: USD894.41
USD549.93
(You save USD344.48 )
Availability:
Digital playbook (60+ PDF and XLSX files). Download link emailed within 24 hours of purchase, refreshed with the latest insights, research, and current best practices.
Format:
Digital playbook (PDF and XLSX files, 60+ documents)
Delivery:
Emailed within 24 hours, refreshed with the latest insights, research, and current best practices
License:
Single user, lifetime access
Guarantee:
30-day money-back guarantee, no questions asked
Updates:
Free updates for 12 months
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Struggling to align projects with strategic goals, missing portfolio deadlines, and watching governance slip through the cracks can cost your organization credibility, revenue, and stakeholder trust. The PPM Project and Portfolio Management Toolkit stops the chaos by giving you a ready-to-use, end-to-end playbook that you can deploy in minutes, not weeks. You receive 63 files, including 36 XLSX workbooks and 25 PDF guides.

What You Receive

  • 01_Master_Playbook_PPM.pdf - the authoritative guide that walks you through every major step of a PPM implementation.
  • 02_90_Day_Roadmap_PPM.xlsx - a week-by-week 90-day plan with owners, deliverables, and acceptance criteria.
  • 03_Executive_Briefing_PPM.pdf - a board-ready briefing that captures portfolio strategy, benefits, and key risks.
  • 04_Objection_Handler_PPM.xlsx - scripted responses to common stakeholder objections.
  • 05_Master_Dashboard_PPM.xlsx - a live dashboard that consolidates all portfolio metrics.
  • Folder 01_Getting_Started - 00_START_HERE_Playbook_Guide.pdf
  • Folder 02_Self_Assessment_and_Diagnostics - 06_Diagnostic_Scorecard_Portfolio_Maturity.xlsx, 07_Maturity_Model_Portfolio_Progress.xlsx
  • Folder 03_Requirements_and_Goal_Setting - six files covering comparison matrices, decision trees, stakeholder analysis, OKR templates, and cheat sheets.
  • Folder 04_Models_and_Frameworks - four scoring matrices and a stage-gate cheat sheet.
  • Folder 05_Project_Management_Forms - resource allocation and charter scorecards.
  • Folder 06_Processes_and_Execution - message templates, interview script, and three master runbooks.
  • Folder 07_Performance_and_KPIs - KPI quick reference, benefit tracking, earned value dashboard, and balanced scorecard template.
  • Folder 08_Quality_and_Governance - risk registers, change control log, and quality checklist.
  • Folder 10_Advanced_Topics - scenario library, capacity forecasts, financial forecast template, and three case studies.
  • Folder 11_Reference_and_Quick_Cards - cross-reference glossaries and an executive one-pager.
  • README file and the original CUSTOMER_EMAIL onboarding note.

How This Helps You

  • Accelerate rollout: 02_90_Day_Roadmap_PPM.xlsx gives you a detailed 90-day schedule so you never miss a milestone.
  • Secure executive buy-in: 03_Executive_Briefing_PPM.pdf provides a concise, board-ready presentation of strategy, benefits, and risks.
  • Manage objections: 04_Objection_Handler_PPM.xlsx equips you with pre-crafted responses to keep stakeholders aligned.
  • Track performance in real time: 05_Master_Dashboard_PPM.xlsx aggregates KPIs, earned value, and benefit realization into one view.
  • Diagnose maturity gaps: 06_Diagnostic_Scorecard_Portfolio_Maturity.xlsx and 07_Maturity_Model_Portfolio_Progress.xlsx let you benchmark and plan improvements.

Who Is This For?

  • Portfolio Managers seeking a repeatable governance framework.
  • PMO Directors responsible for aligning projects with corporate strategy.
  • Chief Operating Officers who need concise executive briefings.
  • Strategic Planning Leads tasked with resource capacity and financial forecasting.
  • Change Management Specialists who must handle stakeholder objections and risk registers.

How You Will Use It

Spend the first 30 minutes opening the folder map, then open the Platinum file that matches your most urgent need, whether it's the 90-day roadmap, the executive briefing, or the master dashboard, to jump-start your implementation.

Take control of your portfolio today. After purchase, a download link will be emailed within 24 hours, refreshed with the latest insights, research, and current best practices before it ships.

FAQ

Can I use the toolkit to create a board-level portfolio briefing? Yes. The 03_Executive_Briefing_PPM.pdf is a ready-to-present, board-focused document that summarizes strategy, benefits, and risks, and it works alongside the master dashboard and roadmap to provide a complete executive package.

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