How to Execute a Successful Project Portfolio Management Program
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How to Execute a Successful Project Portfolio Management Program

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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.
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Import your Google Doc
⁠
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
collapsed
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when the meeting is not active.

Current Meeting - June 16

Attendees
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@John Scrugham
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@Alan Chowansky
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@Maria Marquis
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Notes
Review projects and add updates using the
Projects
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page.
Discussed
@Win more clients
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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
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team about launch

June 9 Meeting

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

June 1 Meeting

Who attended
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@Alan Chowansky
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@Maria Marquis
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@John Scrugham
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Agenda /Notes
Review projects and add updates using the
Projects
⁠
page.
We’re a little stressed with all the events going on around us.

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