Papers, Articles, and Case Studies

Read Synergy's extensive collection of articles, white papers and case studies on portfolio, program and project management. 

Tools and Templates

	Scheduling spreadsheet version 1.19 (320 KB .xls, released Nov. 20, 2008): Enter tasks, durations and dependencies into this Excel spreadsheet.  It will automatically calculate a schedule and plot a bar (Gantt) chart.   It is an easy to use (and less powerful) alternative to Microsoft Project© for small projects, and it relieves you from calculating and charting by hand.
	Work breakdown structure template using Excel outlining (19 KB .xls)
	Resource planning spreadsheet for planning resources across projects and departments using Excel pivot tables (version 090707, released Jul. 23, 2009, 241 KB .xls)
	Sample dashboard for tracking the status of a collection of projects (version 091026, released Oct. 26, 2009, 189 KB .xls)
	Project Development Workbook (318 KB .pdf, version 091229):  Why invent new templates for your projects? Synergy has tuned this collection of project templates based on the feedback of hundreds of students and clients.
	Poster showing flowchart of typical steps for running a project (47 KB, .pdf, version 060906)
	Delegation Planning Worksheet (97 KB, .doc, version 090430)
	Summary of Some Useful Low-Cost Project Management Software (.doc, version Jan 12, 2012)

Recent Presentation Materials

	Don't Let Change Run Over You (PMI-Portland October 2010)
	Kotter's 8 Principles for Leading Change (PMI-Portland October 2010)
	How to Rescue a Troubled Program or Project (OTBC June 2010)
	Adapting Project Management to a Non-project Organization (PMI Portland May 2010 and Global Congress October 2009)
	Risk Management for Fast Changing Projects (PMI San Diego 2010)
	Deliver Your Project on Time and Budget (OHSU Human Investigations Program)
	Stakeholder Management and Organizational Alignment (Lavacon Honolulu)
	Art and Science of New Product and Service Development (Program Management Forum)
	Initiating and Scoping New Projects (PMI Portland)
	Navigating Project Politics (PSU and PMI)
	Do the Right Projects ... At the Right Time (PMI Honolulu)

Portfolio, Program and Project Management

	The Portfolio Management Roundtable is a group of practitioners who meet regularly to share their tips and experiences on implementing portfolio management.  Visit the home page.
	Poster showing portfolio management process and examples (.pdf, 88KB)
	Overview presentation of project portfolio management (.pdf, 748KB)
	Annotated bibliography of books and websites (.pdf)
	Portland State University’s annual “Managing Projects and Programs” conference every July is a great way to meet, learn, and share with your colleagues.  Visit the website.