Tools & Templates

Project Management Portfolio

Project Management Portfolio – Use this tool to track projects, assign ownership and allocate resources, document scope, budget and timelines.
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Project Charter Template

Project Charter Template - Use this project charter template to document: Project Purpose, Definition of Scope, and Project Plan
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Product Sales Analysis Tool

Product Sales Analysis Tool – Use this tool to compare actual sales vs. planned sales for each product.
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Product Profitability Matrix

Product Profitability Matrix – Use this tool to evaluate each product and identify profit drivers, profit centers, resource constraints and steady...
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Product Management Strategy Scorecard

Product Management Strategy Scorecard – Use this Product Management Scorecard to document product-based objectives, initiatives, measures, and...
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Product Lifecycle Matrix (Boston Square)

Product Lifecycle Matrix (Boston Square) - Use this tool to determine which stage of the product lifecycle each of your products fall under. Based on...
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Partnership Marketing Strategy Scorecard

Partnership Marketing Strategy Scorecard – Use this Partnership Marketing Scorecard to document your objectives, initiatives, measures, and targets...
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Operations Manager Job Description

Operations Manager Job Description – Use this template to complete an Operations Manager Job description.
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Marketing/Business Alignment Tool

Marketing/Business Alignment Tool – This prescriptive tool provides benchmarks for marketing/business alignment. Maturity areas include:...
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Marketing Measurement Maturity Assessment

Marketing Measurement Maturity Assessment – Use this tool to assess your organization’s marketing measurement maturity. Benchmark your strengths and...
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