Project Portfolios Toolkit

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Supervise Project Portfolios: confirmation that prospect has an active project with budget and determine which competitors are being considered.

More Uses of the Project Portfolios Toolkit:

  • Devise Project Portfolios: if your organization specializes in project and Program Management for technology enable solutions, you would like to consider a Strategic Alliance.

  • Warrant that your project leads the development of directives, Standard Operating Procedures, and/or other related guidance associated with Internal Control over operations, financial or financially related systems.

  • Orchestrate Project Portfolios: conduct regular customer visits to develop awareness of the key Market Requirements, identify customers unmet needs and support the sales organization.

  • Manage work with the Mobile Applications Project Coordination to schedule training for Mobile App products.

  • Ensure you have a knack for helping groups understand Application Architectures and integration approaches, and the consultative and Leadership Skills to launch a project on a trajectory to success.

  • Confirm your business provides hands on Software Development and Project Management, cross functional coordination, and inter/intra team communications to ensure program success and delivery throughput.

  • Follow software Development Life Cycle and Project Management methodologies and make sure all the phase gate milestones are documented accordingly and projects adhere by the same.

  • Create or provide appropriate input for monthly project Status Reports.

  • Make sure that your project develops and directs development of schedules, critical deliverables, budget, Resource Allocation plan, and other support requirements for assigned program.

  • Ensure your enterprise complies; partners with multiple clients through a combination of internal and external Relationship Management, applied Business Analysis and Project Management.

  • Make sure that your project complies; partners with peers to develop, test, and deploy automated reporting solutions and automated decision analytics to replace manual Business Processes.

  • Communicate regularly with the engineering leadership and Product Managers to ensure the project is on track and checkpoint goals are met.

  • Provide Project Coordination and facilitation of Cross Functional Team planning and execution.

  • Estimate the time and effort needed for a project and assess whether the final outcome is worth that investment.

  • Ensure your project complies; focus on improving Customer Satisfaction through Process Standardization, Process Controls, timely customer response, and working continuously to meet/exceed Customer Expectations.

  • Be certain that your group contributes to Application Development Project Plans; approve scope of work, time and Cost Estimates, Resource Allocation, and identification of critical path activities and dependencies.

  • Ensure delivery of deployment benefits/results Realize gains by leading Lean Six Sigma projects, and supporting Lean Six Sigma Project Teams to achieve and sustain improvements.

  • Have progressing skills in Business Analysis, Business Knowledge, Business Change Management, Functional Architecture Design and Project Financials, KPIs and Reporting.

  • Formulate Project Portfolios: work closely with the Project Management and development to identify a reasonable design and development schedule.

  • Facilitate, coordinate, and maintain project schedules, plans, and scope using standard Project Management methodologies and Internal Processes.

  • Audit Project Portfolios: Project Management of implementation and execution via most effective combination of remote and on site engagements with self managed scheduling of implementations; delivering Customer Success cost effectively.

  • Perform analysis for collaboration of network / system needs and leadplanning, designing, upgrading and deployment of enterprise datacenter hardware and software using a project based timeline.

  • Develop detailed Work Plans, schedules, project estimates, resource plans and Status Reports.

  • Arrange that your organization contributes to developing comprehensive budgets during project conception.

  • Be accountable for managing the quality and acceptance of vendor analysis and testing of SOW deliverables in a project setting.

  • Warrant that your organization understands the practice of Project Management as defined in the PMBOK.

  • Be accountable for managing, monitoring and controlling work efforts, while ensuring that the output of each component project satisfies its specified requirements.

  • Identify opportunities to streamline project deliverables, share Best Practices with your peers and leaders and implement Continuous Improvement actions on a regular basis.

  • Establish that your organization attends and participates in team, project and department meetings to increase awareness and Information Flow.

  • Confirm your project complies; conducts pricing audits for all new members with all suppliers to ensure accurate pricing is delivered to membership during the Implementation process.

  • Guide Project Portfolios: how csp should build out portfolios with Data Analytics / AI Solutions that integrate with 5g, IoT and Edge Computing.

  • Be accountable for developing others develops the ability of others to perform and contribute to your organization by providing ongoing feedback and by providing opportunities to learn through formal and informal methods.


Save time, empower your teams and effectively upgrade your processes with access to this practical Project Portfolios Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Project Portfolios 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 Portfolios specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Project Portfolios 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 999 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 Portfolios improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What area needs the greatest improvement?

  2. Is there any way to speed up the process?

  3. What prevents you from making the changes you know will make you a more effective Project Portfolios leader?

  4. Why should people listen to you?

  5. What Process Improvements will be needed?

  6. Are you maintaining a past-present-future perspective throughout the Project Portfolios discussion?

  7. How do you gather requirements?

  8. What are your Project Portfolios processes?

  9. What Project Portfolios capabilities do you need?

  10. Are there any Revenue recognition issues?

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 Portfolios book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Project Portfolios 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 Portfolios Self-Assessment and Scorecard you will develop a clear picture of which Project Portfolios 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 Portfolios 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 Portfolios projects with the 62 implementation resources:

  • 62 step-by-step Project Portfolios Project Management Form Templates covering over 1500 Project Portfolios project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Project Portfolios project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Project Portfolios Project Team have enough people to execute the Project Portfolios Project Plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Project Portfolios Project Plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete Project Portfolios Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

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 Portfolios 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 Portfolios 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 Portfolios project with this in-depth Project Portfolios Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Project Portfolios 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 Portfolios 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 Portfolios investments work better.

This Project Portfolios 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.