Project & Portfolio Management

Portfolio Manager Debut Presentation for Portfolio Owners

Use this presentation template to communicate information about your new homegrown PPM solution and gain buy-in from PPM decision makers.

Portfolio Manager Debut Presentation for Data Suppliers

Use this presentation template to communicate information about your new homegrown PPM solution and gain buy-in from PPM project resources.

Maintain an Organized Portfolio

This project blueprint will help you better maintain an organized portfolio of projects and programs by defining clear organizing criteria grounded upon actual goals and...
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Maintain an Organized Portfolio – Executive Brief

Read this Executive Brief to understand the benefits of creating and maintaining an organized portfolio of projects and programs and to understand the kind of information...

Maintain an Organized Portfolio – Phases 1-3

This storyboard will help you maintain an organized portfolio of projects and programs by defining clear organizing criteria grounded upon actual goals and constraints...

Maintain an Organized Portfolio – Phase 1: Assess the Current State of the Portfolio and PPM Processes

This phase of the blueprint, Maintain an Organized Portfolio, helps you analyze the current mix of projects and programs in your portfolio. It also helps determine to...

Project Portfolio Organizer

Use this tool to analyze the current mix of projects and programs in your existing portfolio. This information is critical for understanding what information and...

COBIT APO05 (Manage Portfolio) Alignment Workbook

Use this tool to assess to what degree you have the information and processes in place that are needed to maintain an organized portfolio. This tool uses the COBIT 5...

Maintain an Organized Portfolio – Phase 2: Enhance Portfolio Organization Through Improved PPM Criteria and Processes

This phase of the blueprint, Maintain an Organized Portfolio, will help you define clear portfolio criteria and help ensure processes are in place to use these criteria...

Portfolio Management Standard Operating Procedures

Use this template to record the portfolio criteria and processes that will be used to ensure that the portfolio is organized according to strategic goals and within...
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