Project Management Templates > Portfolios and Managing Multiple Projects

Portfolios and Managing Multiple Projects

Project Portfolios

Introduction to Project Portfolio Management
A presentation template to help you make the case for portfolio management in your organization and explain what it really involves.
Portfolio Manager Job Description
Description of responsibilities typically assigned to a Project Portfolio Manager.
Scored and Ranked Project List for Portfolio Management
A format for creating a scored and ranked project list to aid in the process of project prioritization for portfolio management and resource allocation.
Setting Strategic Project Selection Criteria
Typical strategic categories of project selection criteria, and a guideline for using these categories to screen candidate projects for your organization's portfolio. Designed for use with our companion Strategic Project Prioritization Worksheet.
Strategic Project Prioritization Worksheet
An Excel template for analyzing and ranking project candidates under consideration for inclusion in a project portfolio. Rankings are based on the degree to which each project contributes to the organization?s overall goals and related strategies.
Portfolio Data Collection Letter
Letter for soliciting input for a comprehensive list of the work currently underway or proposed in our organization. Helps a company establish a project portfolio management process or perform a "physical inventory" on a current portfolio. Contains a detailed list of project and non-project work.
Department- and Project-Level WBS Example
Work Breakdown Structures examples, created for a multi-project IEEE 802.11 department project portfolio.
Project and Pipeline Status Report - 3 page format
Comprehensive but concise and easily-scanned status report for reporting to management. Includes project summary status, detailed status, and an overall pipeline status dashboard.
Simple Portfolio Status Report
A useful and effective approach for reporting multi-project, high-level status regularly to executives.
Opportunity Screening Worksheet
This is an Opportunity Screening worksheet used to help determine if an idea is worth enough to the company to commission a product development project. The management team at your organization can use this worksheet to evaluate a number of factors in determining if a new product development project should be undertaken and identify the important issues in making that decision.

Managing Multiple Projects

Agile Technique Brief: Project Value Models
Learn to reach agreement on the project purpose, risks, constraints, assumptions, and more, and use that information to decide which projects and features to develop, prioritize them, and keep the priorities consistent with changing circumstances.
Project Selection and Controlling Project Starts
A guideline for an ordered process for proposing, reviewing, selecting, and launching new project ideas that support business objectives.
Planning and Managing Multiple Small Projects
A compendium of techniques for managing a group of small related projects.
Multi-Project Kick-off Meeting Agenda
Sample agenda for a meeting kicking off several projects at once, to launch a portfolio or orient (or re-orient) a team to their project set, relative priorities, and how it all fits in with business objectives.

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