Project Portfolio Management Toolkit

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Warrant that your organization participates in the development, implementation, and monitoring of project management key performance measures and reports to continuously improve and mature your organizations project portfolio management framework and practices.

More Uses of the Project Portfolio Management Toolkit:

  • Initiate: enterprise (organizational project enabling) process area project portfolio management, infrastructure management, lifecycle model management, human resource management, and quality management.

  • Systematize: technical project coordinator and business analyst for your organizations sourcing and vendor management (svm) program.

  • Develop, support and implement appropriate processes and workflows that enable the Project Portfolio Management processes.

  • Methodize: continuously benchmark project management performance to identify improvements and achieve higher capability maturity in project and portfolio management.

  • Ensure you lead strategic site initiatives through the project lifecycle from initiation to project close out while ensuring that the project benefits are being delivered and realized per plan to the business.

  • Control: tension and challenge project teams to execute per plan, consider alternative perspectives, and to ensure there is alignment to your overall strategy.

  • Develop and implement KPIs, metrics, and dashboards for areas of responsibility through collaboration with business owners, customers, and leadership.

  • Pilot: review and report on consistency of the system development contractors work plans, schedules, milestones, deliverables, staffing plans, and resource utilization.

  • Arrange that your organization develops, implements, and maintains your organizations project portfolio management framework,programs, templates, tools, policies, procedures and partnerships to expand and mature such capabilities for your organization.

  • Be accountable for using standard tools, templates, policies and procedures, manage projects and complete deliverables, as appropriate.

  • Integrate project information from the functional leads and stakeholders to develop and maintain project execution plans that are accurate and current.

  • Standardize: work closely with management on your organizations project portfolio management and business analyst planning initiatives and activities, business planning and strategic planning.

  • Be accountable for ensuring test cases performed are traceable to requirements, managing defects, and reporting on test results.

  • Liaise between the Business Units Teams and the IT organization; Foster and maintain good relationships with key internal customers.

  • Organize and maintain project information and reports on SharePoint/Teams site so there is one source of the truth.

  • Provide leadership and motivation to project team members throughout the project life cycle, and confer with project staff to outline work plan.

  • Organize, centralize and share project updates, KPIs, and dashboards; always keeping a close pulse check on the health of your site projects and knowing when and where to escalate.

  • Ensure you build and maintain the clients project schedules, integrating the replacement contractors schedule with client project staff, and other program stakeholder activities.

  • Maintain a project portfolio database and site governance process to facilitate process improvement project portfolio management and prioritization.

  • Standardize: with regular review and measurable development plans, you help you focus on the skills and knowledge you need to succeed.

  • Control: enterprise (organizational project enabling) process area project portfolio management, infrastructure management, life cycle model management, human resource management, and quality management.

  • Guide: create and maintain a professional and balanced network with the different partners on all seniority levels throughout the various groups involved.

  • Be accountable for understanding and application of cost management and estimating techniques, with exposure to risk management and change management activities in a structured project environment.

  • Ensure you lead the development of processes, procedures, tools, and templates to support PMO and Portfolio Governance.


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

Start with...

  • 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 996 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 996 standard requirements:

  1. What technology and management measurements and metrics about AD projects and portfolios will AD groups need to know and use to support real-time business requirements?

  2. Will the selection of business function/area and scope of artifacts population be defined and agreed by both parties during the analysis phase of the project?

  3. Do all users see value in the solution (there needs to be benefits for your organization, the Project Managers, the Resource Managers and the Team members)?

  4. What are the key considerations and decisions that must be made to ensure your project management office is appropriate for your organization?

  5. Is the project appropriately set up to deliver the agreed desired business outcomes and enable the associated business benefits and value?

  6. What is your organization of the portfolio from the executive perspective, with readily available access to the Project and PM details?

  7. How do you accurately assess resource requirements by functional area for out years when details about future new projects are unknown?

  8. How important is it to you to understand the differences and similarities between project marketing and project portfolio management?

  9. Which should an IS auditor recommend to BEST enforce alignment of an IT project portfolio with strategic organizational priorities?

  10. What is the estimated annual cost in hard dollars of maintaining and supporting current project management systems and interfaces?

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 996 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 1500 Project Portfolio Management project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Project Scope Statement: Is there a baseline plan against which to measure progress?

  2. WBS Dictionary: Are the procedures for identifying indirect costs to incurring organizations, indirect cost pools, and allocating the costs from the pools to the contracts formally documented?

  3. Scope Management Plan: Are meeting objectives identified for each meeting?

  4. Procurement Audit: Are decisions to outsource and being part of public private partnerships closely linked to the delivery of departments core services and functions?

  5. Procurement Audit: Do at least two people have custodial responsibilities for negotiable checks (one checking on the other)?

  6. Probability and Impact Assessment: What is the past performance of the Project Portfolio Management project manager?

  7. Quality Management Plan: What are your organizations key processes (product, service, business, and support)?

  8. Probability and Impact Matrix: What is the level of experience available with your organization?

  9. Executing Process Group: Do Project Portfolio Management project managers understand your organizational context for Project Portfolio Management projects?

  10. Initiating Process Group: What were the challenges that you encountered during the execution of a previous Project Portfolio Management project that you would not want to repeat?

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.