How to Execute a Successful Project Portfolio Management Program
Share
Explore

Review Meeting

A template for your weekly syncs to ensure you're making progress.
When you’re managing multiple projects in a “portfolio” of workstreams, you’ll want to track the progress. Here’s how to do it: Hold weekly (ish) meetings to review project progress and check in with the team.

meeting notes or copy and paste from our other note taking app. @mention people, projects, and Pages to begin connecting discussion and meeting insights to where you’re managing your work. Each meeting is a Medium-size heading (H2) and is when the meeting is not active.



Current Meeting - June 16
Attendees
@John Scrugham
@Alan Chowansky
@Maria Marquis

Notes
Review projects and add updates using the page.
Discussed
@Win more clients
in more detail. We think it’s going to push so trying to understand if we’d like to continue with this or put it On Hold. Will bring this issue up to management during our sync next week.

Action Items
Follow-up with
@Sales
team about launch


June 9 Meeting
Who attended
@Alan Chowansky
@Maria Marquis

Agenda / Notes
Everyone is feeling good about the recent launch
Review projects and add updates using the page.
@Run ads
is tracking well and discussed this one in more detail.

June 1 Meeting
Who attended
@Alan Chowansky
@Maria Marquis
@John Scrugham

Agenda /Notes
Review projects and add updates using the page.
We’re a little stressed with all the events going on around us.

Share
 
Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.