Save time, empower your teams and effectively upgrade your processes with access to this practical Project Portfolio Management Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Project Portfolio Management related project.
Download the Toolkit and in Three Steps you will be guided from idea to implementation results.
The Toolkit contains the following practical and powerful enablers with new and updated Project Portfolio Management specific requirements:
STEP 1: Get your bearings
- The latest quick edition of the Project Portfolio Management Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.
Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…
- Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation
Then find your goals…
STEP 2: Set concrete goals, tasks, dates and numbers you can track
Featuring 879 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Project Portfolio Management improvements can be made.
Examples; 10 of the 879 standard requirements:
- A pmo, while providing meaningful tactical help, will always be second-guessed by the senior management team, especially during hard times. the executives, always challenged to provide a better bottom line, will constantly ask, do we really need this overhead? How do you manage this?
- New business opportunities tend to be opportunistic and very perishable (i.e., if not acted upon when the opportunity presents itself, it will be lost). This reality creates a major conflict. Do we want new business or do we want an improved system?
- Establishing a PMO at a low level means that the manager has to swim against the main stream political current of not just those in the market side of the business but all of the it work force as well. Is your PMO established at the right level?
- Do we have early indication mechanisms for problems in specific projects or portfolios particularly those with the strongest link to our strategy so that leaders are able to make proactive and timely course corrections?
- Assume that a central project management office does not exist for any of the business units or the enterprise. what is the possibility that all of these projects will deliver on time or ahead of schedule?
- If I am a resource, I want to know to what tasks I am assigned, and whether or not those tasks are on the critical path or critical chain. When will the preceding resource be finished with its work?
- Review the utilization of the project managers and the quality of the projects on which they work. Are the project managers working on the right projects in the order the customers need?
- Analyze the data to assess prevalent patterns and trends (look for the root causes). Is there a correlation, for example, between the amount of rework and the duration of a project?
- If you ask people across an organization what they think of their executives strategic plan, do you encounter many individuals who roll their eyeballs and ask, what strategic plan?
- Some managers believe that the more work you allocate to a resource, the more work you can get out of that resource. Why does Critical Chain advocate not overloading the strategic resource?
Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:
- The workbook is the latest in-depth complete edition of the Project Portfolio Management book in PDF containing 879 requirements, which criteria correspond to the criteria in…
Your Project Portfolio Management self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:
- The Self-Assessment Excel Dashboard; with the Project Portfolio Management Self-Assessment and Scorecard you will develop a clear picture of which Project Portfolio Management areas need attention, which requirements you should focus on and who will be responsible for them:
- Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
- Gives you a professional Dashboard to guide and perform a thorough Project Portfolio Management Self-Assessment
- Is secure: Ensures offline data protection of your Self-Assessment results
- Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:
STEP 3: Implement, Track, follow up and revise strategy
The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Project Portfolio Management projects with the 62 implementation resources:
- 62 step-by-step Project Portfolio Management Project Management Form Templates covering over 6000 Project Portfolio Management project requirements and success criteria:
Examples; 10 of the check box criteria:
- Human Resource Management Plan: Does all Project Portfolio Management project documentation reside in a common repository for easy access?
- Human Resource Management Plan: Is there an on-going process in place to monitor Project Portfolio Management project risks?
- Planning Process Group: Does the programme have follow-up mechanisms (to verify the quality of the products, punctuality of delivery, etc.) to measure progress in the achievement of the envisaged results?
- Scope Management Plan: Is there a formal set of procedures supporting Issues Management?
- Schedule Management Plan: Are procurement deliverables arriving on time and to specification?
- Scope Management Plan: What are the risks that could significantly affect procuring consultant staff for the Project Portfolio Management project?
- Quality Management Plan: Is the amount of effort justified by the anticipated value of forming a new process?
- Monitoring and Controlling Process Group: Are the necessary foundations in place to ensure the sustainability of the results of the programme?
- Human Resource Management Plan: Is the structure for tracking the Project Portfolio Management project schedule well defined and assigned to a specific individual?
- Variance Analysis: Are all elements of indirect expense identified to overhead cost budgets of Project Portfolio Management projections?
Step-by-step and complete Project Portfolio Management Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 Project Portfolio Management project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 Project Portfolio Management project Management Plan
- 2.2 Scope Management Plan
- 2.3 Requirements Management Plan
- 2.4 Requirements Documentation
- 2.5 Requirements Traceability Matrix
- 2.6 Project Portfolio Management project Scope Statement
- 2.7 Assumption and Constraint Log
- 2.8 Work Breakdown Structure
- 2.9 WBS Dictionary
- 2.10 Schedule Management Plan
- 2.11 Activity List
- 2.12 Activity Attributes
- 2.13 Milestone List
- 2.14 Network Diagram
- 2.15 Activity Resource Requirements
- 2.16 Resource Breakdown Structure
- 2.17 Activity Duration Estimates
- 2.18 Duration Estimating Worksheet
- 2.19 Project Portfolio Management project Schedule
- 2.20 Cost Management Plan
- 2.21 Activity Cost Estimates
- 2.22 Cost Estimating Worksheet
- 2.23 Cost Baseline
- 2.24 Quality Management Plan
- 2.25 Quality Metrics
- 2.26 Process Improvement Plan
- 2.27 Responsibility Assignment Matrix
- 2.28 Roles and Responsibilities
- 2.29 Human Resource Management Plan
- 2.30 Communications Management Plan
- 2.31 Risk Management Plan
- 2.32 Risk Register
- 2.33 Probability and Impact Assessment
- 2.34 Probability and Impact Matrix
- 2.35 Risk Data Sheet
- 2.36 Procurement Management Plan
- 2.37 Source Selection Criteria
- 2.38 Stakeholder Management Plan
- 2.39 Change Management Plan
3.0 Executing Process Group:
- 3.1 Team Member Status Report
- 3.2 Change Request
- 3.3 Change Log
- 3.4 Decision Log
- 3.5 Quality Audit
- 3.6 Team Directory
- 3.7 Team Operating Agreement
- 3.8 Team Performance Assessment
- 3.9 Team Member Performance Assessment
- 3.10 Issue Log
4.0 Monitoring and Controlling Process Group:
- 4.1 Project Portfolio Management project Performance Report
- 4.2 Variance Analysis
- 4.3 Earned Value Status
- 4.4 Risk Audit
- 4.5 Contractor Status Report
- 4.6 Formal Acceptance
5.0 Closing Process Group:
- 5.1 Procurement Audit
- 5.2 Contract Close-Out
- 5.3 Project Portfolio Management project or Phase Close-Out
- 5.4 Lessons Learned
With this Three Step process you will have all the tools you need for any Project Portfolio Management project with this in-depth Project Portfolio Management Toolkit.
In using the Toolkit you will be better able to:
- Diagnose Project Portfolio Management projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
- Implement evidence-based best practice strategies aligned with overall goals
- Integrate recent advances in Project Portfolio Management and put process design strategies into practice according to best practice guidelines
Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.
Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, ‘What are we really trying to accomplish here? And is there a different way to look at it?’
This Toolkit empowers people to do just that – whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc… – they are the people who rule the future. They are the person who asks the right questions to make Project Portfolio Management investments work better.
This Project Portfolio Management All-Inclusive Toolkit enables You to be that person:
Includes lifetime updates
Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.