Portfolio Management Methods

This poster shows the steps of the portfolio management process.

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Portfolio Dashboard

Use this dashboard spreadsheet to track the status of a collection of projects.

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Resource Planning

Use this spreadsheet to plan resources across projects and departments using Excel pivot tables.

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Project Management Steps

This poster shows the steps in predictive and agile project frameworks.

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Project Development Workbook

Why invent new templates for your projects? Start with these instead.

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Scheduling Spreadsheet

Enter tasks, durations and dependencies into this Excel spreadsheet. It will automatically calculate a schedule and plot a bar (Gantt) chart.

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Charter Template

Answer the questions on this charter template to start your project on a firm foundation.

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Decision Tree

Use this spreadsheet to create a decision tree.

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Work Breakdown

This Excel template outlines levels of the work hierarchy.

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Work Breakdown and Schedule Tips

Use these tips to break down the work of a project into manageable pieces and schedule them.

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Quality Management Tools

The American Society for Quality hosts a library of dozens of useful tools and templates that are useful for managing quality and projects.

Go to the ASQ library

Facilitation Techniques Guide

Try these useful techniques for brainstorming, evaluating options, and facilitating groups.

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Articles

Read dozens of articles about projects and strategy deployment.

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Case Studies

Read stories about Synergy's clients.

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Useful Software

Read about useful low cost software to manage projects.

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For Students

Further Information for graduates of Synergy classes

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